The Partner Channel Magazine Summer 2014 by The Partner Channel

SUMMER 2014

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contents 3UMMER s 4HE 0ARTNER #HANNEL ® Magazine

FEATURES

Word-A-Ganza

IN EVERY ISSUE

Contributors

DEPARTMENTS Leadership

Next Generation Players: Energizing the Microsoft Dynamics Channel

Helping You Find Your Plan B

Business is a Gamble

ISV Proﬁle Plumbline Consulting LLC

Introducing… The Genius Series

Sales

TPC Caption Contest and Results

Tapping Your Inner Genius

12 News

What’s Shakin’

Events Save October 13-14 for The Partner Connections Event!

Advertiser Index Find the Solutions You Need: Part 1

Members Only Corner Blue Moon Industries

The List Find the Solutions You Need: Part 2

Don’t Think, Just Write. Then Act.

What Got You Here Won’t Get You There

Failure to Scale

Marketing

36 41

Logo Contest

The Two Marketing Mistakes You’ll Probably Never Make

Marketing Contingency Planning

Stop Worrying About Plan B

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | SUMMER 2014

NOTES The Partner Channel Magazine Summer 2014 ®

from The Partner Channel Email: Jenny@thepartnerchannel.com Twitter: partnerchannel Facebook: ThePartnerChannel LinkedIn: company/the-partner-channel

Publisher TPC Publishing Editor-in-Chief Jenny Davis Copy Editor Kate Mund Writers Bethany Foyt Jasmine McNellis Jenny Davis Contributing Writers Adrianne Machina Bonnie Robertson Cheryl Strege Jennifer Culbertson Pam McGee Peter Joeckel Tracy Faleide Art Director Shawn Olson Contributing Artists Dave Swang John Holland Matt Mastrud Ryan Fritz Seth Rexilius Advertisement Sales Jane Olson

The One About Plan B

h, the best laid plans. Don’t you just love it when you come up with a completely amazing idea for your expo booth/sales calls/marketing campaigns/team management, and then it completely tanks? This issue is devoted to Plan B, particularly how to recognize that you need it and when to deploy it. In addition to this insightful content from our contributors, you’ll find an article about the “next generation” of the Microsoft Dynamics Partner channel (page 28). Our esteemed channel has been filled with great accomplishments and fabulous leaders over the years, and these up-and-coming individuals are carrying that torch forward in a fantastic way. We also have special news to share about an upcoming program for those emerging leaders (check out pages 11 and 36). Thank you to the advertisers, participants in The List, and contributors for sticking with us as we enter our 11th year in production. Time flies! A particularly large thank you to my team this quarter as I was on maternity leave for the majority of this issue’s production. I’m grateful to be surrounded by such wonderful people. As a final note…don’t beat yourself up for needing Plan B. Everybody needs one now and then. The greater failure would be not recognizing that you need to make a change.

Membership Program Manager Jasmine McNellis

Jenny Davis president of The Partner Channel The Partner Channel Magazine is published by TPC Publishing, a business unit of The Partner Channel, Inc., with principal ofﬁces at 1045 Broadway, Fargo, N.D. 58102. All postage is paid from Fargo, N.D. If you wish to be removed from the mailing list, send your request, including name, business name, and mailing address to the above address, or to Jane@thepartnerchannel.com. If you wish to add names, the same directions apply.

This label only applies to the text stock. SUMMER 2014

www.thepartnerchannel.com

The Partner Channel®, Inc. is an independent company and is not afﬁliated with Microsoft Dynamics® or any of its afﬁliates or subsidiaries. This is a copyrighted publication ©2014, and all articles herein are covered by this copyright. All rights are reserved. Any use of the content for commercial reasons or any other form of reproduction of material herein is strictly prohibited without prior written approval of The Partner Channel, Inc. Most articles are submitted by independent industry professionals; therefore their views and opinions may not be those of the publishers. Inasmuch, TPC Publishing cannot be held responsible for any or all comments or information held within those articles. This publication is printed in the U.S.A. by Forum Communications Printing.

On the Cover Cupcakes go way, way back. The ﬁrst mention of the cupcake can be traced as far back as 1796, when a recipe notation of “a cake to be baked in small cups” was written in American Cookery by Amelia Simmons. The earliest documentation of the term cupcake was in Seventy-ﬁve Recipes for Pastry, Cakes, and Sweetmeats in 1828 in Eliza Leslie’s cookbook. I wonder if these ladies could have even imagined that a handful of television shows would be devoted to their sweet treats today. Cover illustration by Matt Mastrud for The Partner Channel ®.

THEPARTNERCHANNEL.COM | SUMMER 2014

Pitch the paper clips.

Go beyond the electronic file cabinet and experience the amazing efficiencies of Paperless ERP from MetaViewer. From AP to AR and HR to the CFO— everyone can share in the benefits of 100% paperless transactions. MetaViewer gives you paperless invoice and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics ® ERP integration. In Paperless ERP, nothing compares to MetaViewer. So pitch the paper clips and visit www.metaviewer.com/for-Microsoft-Dynamics.

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CONTRIBUTORS ADRIANNE MACHINA

PAM MCGEE Email: Amachina@tornadomktg.com Facebook: Adrianne.machina Twitter: Adriannemachina LinkedIn: Adriannemachina

ADRIANNE MACHINA IS THE CHIEF VELOCITY OFFICER of Tornado Marketing, Inc. and an Authorized Duct Tape Marketing Coach. A huge Web 2.0 advocate, Adrianne’s marketing strategies and copywriting service help clients leverage the Web to bring in more leads and most importantly – more sales! Having worked in the Microsoft Dynamics channel since 2000, Adrianne provides valuable insight into how to market complex solutions.

Email: Pmcgee2@hotmail.com

PAM MCGEE IS THE PRINCIPAL OF PMCGEE CONSULTING and specializes in helping businesses get to the future instead of having their future get to them. Specialty areas that you can count on Pam for are building a culture, deﬁning shared values, coaching, leadership, and basic HR practices. Pam has more than 20 years business experience, 10 years consulting experience, and strong leadership and management skills.

PETER JOECKEL

BONNIE ROBERTSON

Email: Pjoeckel@turnondynamics.com Twitter: TurnOnDynamics LinkedIn: Peter Joeckel Website: www.turnondynamics.com Blog: blog.TurnOnDynamics.com

Email: Bonnie@bonnierobertson.com LinkedIn: Bonnierobertson

BONNIE ROBERTSON UNDERSTANDS BIG AND SMALL BUSINESS. She’s worked for one of the biggest – Microsoft – and now runs her own consulting company. Bonnie’s been helping business owners and managers improve their businesses for more than 20 years.

CHERYL STREGE Email: Cheryl@thepartnermarketinggroup.com LinkedIn: Cherylstrege Twitter: Partnermktgrp YouTube: www.youtube.com/user/ PartnerMarketingGrp Blog: https://community.dynamics.com/b/ thepartnermarketinggroup/default.aspx

CHERYL STREGE KNOWS HOW TO HELP the technology channel achieve marketing brilliance. She has 25 years of experience to share, including 16 years as a senior marketing manager for Great Plains Software and Microsoft where she developed turnkey marketing programs and the Inner Circle program. An accomplished speaker, Cheryl works with leading software publishers, hardware manufacturers, VARs and ISVs. Cheryl’s relentless passion is one of the many reasons she was named a Partner Marketing Advisor for Microsoft and why she has been nominated two years running as one of the most inﬂuential people in Microsoft Dynamics. A talented writer and editor, Cheryl develops marketing plans, manages projects, trains project teams, and ﬁnds new sales opportunities.

JENNIFER CULBERTSON Email: Jennifer@lookingglassmarketing.com Twitter: Jennculbertson LinkedIn: Jenniferculbertson1 Blog: https://community.dynamics.com/b/ lookingglassmarketing/default.aspx

PETER JOECKEL HAS BEEN A LEADER IN MID-MARKET ERP SINCE 1986 when his company installed some of the ﬁrst network-based manufacturing systems in the country. As a business owner, Peter built and eventually sold one of the fastest-growing and forward-thinking value-added software dealerships in the country. Its success was fueled by innovative software selection techniques and an outstanding project delivery team. He sold the organization in 1999 to an e-commerce provider when it had grown in less than three years from zero to $6 million in annual revenue with more than 300 customers and 45 employees. He has assisted in the selection and implementation of hundreds of ERP solutions and has been recognized for his ability to match the right solution for a customer’s needs rather than “pushing boxes of software.” Today, Peter focuses on helping companies select and implement ERP solutions by using advanced tools and processes that increase the likelihood of successful projects. His goal is to continue to improve those tools and processes to build value for customers and provide a smooth transition from the selection to implementation process.

TRACY FALEIDE Email: Tfaleide@hotmail.com Facebook: Tfaleide Twitter: Tracyfaleide LinkedIn: Tracyfaleide

TRACY FALEIDE GAINED 20 YEARS OF EXPERIENCE IN COMMUNICATIONS, project and team management, planning, and results-based execution by holding several team and strategy leadership roles at Great Plains Software and Microsoft. She is a writer and coach, helping clients tell their stories, establish conﬁdence of purpose, and see things differently.

JENNIFER CULBERTSON IS OWNER OF LOOKING GLASS MARKETING and specializes in workng with Microsoft VARs and ISVs to build and execute marketing strategies that drive results. With her 19 years of marketing experience within the channel, coupled with her understanding of Microsoft Partner needs, she can help take your marketing to the next level.

THEPARTNERCHANNEL.COM | SUMMER 2014

ON THE

HOMEFRONT

Tapping Your

INNER GENIUS

story by JENNY DAVIS ou know the feeling when an idea comes to mind

At press time (early June 2014), we are ﬂeshing out the details,

and you love it, absolutely love it, but it takes a

but we can tell you right now that The Genius Series will launch in

back burner spot because of time and resources?

September 2014 and run through May 2015. A committed group

This is one of those ideas…

of individuals will be our ﬁrst “class”, and the ﬁrst curriculum will

Many of you likely have leadership programs

focus on marketing topics geared toward the “next generation” of our

through your local Chamber of Commerce or

other similar organization. These groups’ “students”

meet throughout the “school” year (September through

Partner channel. Other classes and curriculum, as well as one-oﬀ events, will be developed and designed to help you tap your inner genius.

May) and hear from local entrepreneurs, community leaders, and professionals. They perform service work as a team and are assigned homework projects. At the end of their term, they graduate and bring what they have learned into their personal lives. These groups create

What if there was a program

camaraderie between individuals who might not otherwise meet, let

where you learned from

alone learn from or collaborate with each other. The only downside to these programs, in my opinion, is that the curriculum doesn’t necessarily apply to the individual’s career. That’s when the idea that I referred to earlier was born…what if we had something like this for the Microsoft Dynamics Partner channel? What if there was a program where you learned from industry

industry experts alongside peers who are experiencing similar situations and challenges?

experts alongside peers who are experiencing similar situations and challenges? What if you were able to experience personal and professional development that can then be applied directly to what you do on a daily basis?

Want to learn more? Have a friend who might be interested? Contact me at 701-526-3454 or Jenny@thepartnerchannel.com for

Allow me to introduce The Genius Series.

more information. You can also visit www.thepartnerchannel.com/

The Genius Series aims to be the type of program that helps you

the-genius-series for the latest and greatest.

achieve those objectives outlined above. The Partner Channel will

I’m excited about this new adventure and turning that back burner

pull together resources, individuals, and opportunities to help you

idea into one that will hopefully create something wonderful in the

tap your inner genius.

Partner community.

THEPARTNERCHANNEL.COM | SUMMER 2014

NEWS ChargeLogic, a leading provider of PCIcompliant solutions for the Microsoft Dynamics community, has relocated its corporate headquarters from Towson, Maryland to Baltimore, Maryland and has added a software engineer to its team. The move was prompted by the company’s recent growth. Data Masons Software, a leading provider of integrated EDI and XML solutions for Microsoft Dynamics customers, announced that the Dynamics NAV User Group (NAVUG™) has selected Jon Rivers, Partner channel manager at Data Masons, to serve on its board of advisors. The company was also represented on the NAV Directions 2013 board and increased its level of sponsorship at the Partner event. deFacto Global, Inc. is pleased to announce its “deFacto Goes Vertical” Partner program. Microsoft Dynamics Partners can significantly enhance the value and success of their vertical market strategy by incorporating industryaligned versions of deFacto Performance Management into their solution sets. deFacto is proven to significantly increase the overall value of an ERP system and help win deals. To find out how more, contact Luanne Lmcpherson@defactoglobal.com or visit www.deFactoGlobal.com. Amy Hannesson has joined DFC Consultants as an accountant/consultant. Her responsibilities include inside accounting and assisting customers with their accounting needs. Amy spent the previous five years as a Partner account manager at APAC, a Microsoft vendor. DFC Consultants is a Microsoft Gold Certified Partner specializing in Microsoft Dynamics GP, Microsoft Dynamics CRM, DFC Property Management, and WennSoft. Along with software sales and support, DFC Consultants offers custom programming, website development, and accounting services. Continuing its strategy of delivering thought leadership and exemplary customer service to enterprise resource planning (ERP) and CRM customers, Encore Business Solutions has acquired Canadian-based Microsoft Dynamics and SYSPRO Partner, Candlewest Systems. Encore, an established and reputable 12

SUMMER 2014 | THEPARTNERCHANNEL.COM

Microsoft Dynamics Gold Partner and Inner Circle member, remains focused on serving the current and emerging requirements of customers by delivering technology and business strategy guidance. The Candlewest acquisition follows Encore’s very successful acquisition in 2013 of the RSC Group, a former Vancouver-based Microsoft Dynamics Gold Partner. The new combined entity, which serves 600 customers throughout Canada, represents nearly 100 employees based out of four office locations in western Canada as well as several strategically located across Canada. GenieDB, a leading innovator of distributed relational database technology, recently joined the AWS Partner Network (APN) and announced the immediate availability of the GenieDB Globally Distributed MySQLas-a-Service, its scalable, highly-available database-as-a-service (DBaaS), on the AWS Marketplace of Amazon Web Services Inc. (AWS). With GenieDB Globally Distributed MySQL-as-a-Service on AWS Marketplace, it’s now even easier for companies of any size to take advantage of GenieDB’s automated platform to build web-scale applications that gain the benefits of geographical database distribution (geo-distribution), continuous availability during regional outages, and better application response time for globally distributed users. Headquartered in San Juan Capistrano, California, GenieDB is available on AWS Marketplace, HP Cloud, and Rackspace Cloud Tools Marketplace. Follow along on Twitter @GenieDB or visit online at www.GenieDB.com. Gorilla Expense is pleased to announce two major updates. The latest update to its mobile app allows users to submit complete expense reports from mobile devices (iOS and Android). The updated integration to Microsoft Dynamics GP Project Accounting will allow AP/finance to send T&E expense data to Project Expense within Microsoft Dynamics GP with the click of a button, eliminating manual keying of data into Microsoft Dynamics GP. Gorilla Expense was also honored to be selected from several companies by Microsoft at the prestigious DEMO conference for demonstrating product innovation. Learn more at www.gorillaexpense. com.

Halo Business Intelligence (Halo BI), a global provider of business intelligence software and solutions, announced the availability of Halo Source 7.5, an update to its powerful data extraction, aggregation, and analysis engine that serves as the core of the Halo Business Intelligence Platform. Built on top of industry standard Microsoft SQL Server technologies, Halo Source provides small and medium-sized businesses with enterprise level data mashup, data quality, data warehousing, and data analysis capabilities. Combined with Halo Prism, its front-end data visualization tool, Halo BI provides a holistic business intelligence platform that empowers better decision-making across the entire enterprise. For more information, visit www.halobi.com. k-eCommerce has increased its involvement in the channel by becoming a premium Partner member of AXUG®, GPUG®, and NAVUG. This gives the company the opportunity to share eCommerce best practices and bring industry experience and knowledge to all these Microsoft Dynamics communities through User Group local chapter meetings. Contact Giuseppe at k-eCommerce, Giuseppe.ianni@ k-ecommerce.com, for more information. nChannel, creator of the cloud-based MultiChannel Operations Management platform, announced the release of its Sage Connector to help retailers, manufacturers, and distributors more easily manage their data between Sage 100 and eCommerce, online marketplaces, point-of-sale, and other business systems. As commerce continues to shift to the web, the Sage connector will enable companies to manage and streamline data processing, improve productivity, and reduce the cost of operating multiple sales channels while still providing a consistent customer shopping experience. nChannel’s Sage connector provides the Sage 100 ecosystem (formerly known as MAS90/200) with a conduit to the nChannel Any Channel Operations Management (nCOM) platform, where users can merchandise items, process orders, manage inventory, collect customer data, execute accounting and purchasing activity, and analyze real-time sales data all from a single point of access. Visit www.nchannel. com for more info.

Socius, one of three U.S. Microsoft Dynamics Master VARs, recently announced Micro Force, a Microsoft Gold Certified Partner based in New York and Long Island, has been accepted into its national Sales Affiliate network. The Microsoft Dynamics Master VAR program began in 2011, and in that time Socius has accepted 20 Affiliate organizations into the program. As a Socius Affiliate, Micro Force will continue to provide Microsoft products and service to its customers while gaining extended support from Socius in areas such as business development, marketing, and Microsoft certifications. Learn more at www.socius1.com/mfi. Stoneridge Software is pleased to announce the creation of a Microsoft Dynamics NAV division. Originally focused on the implementation and support of Microsoft Dynamics AX, Stoneridge Software is excited to offer customers another option in the

Microsoft Dynamics ERP suite of business solutions. The addition of the Microsoft Dynamics NAV division includes the hiring of Sean Solberg and Scott Frappier (principal consultants), Bob Andrews, Marek Tylko, and Matt Batalden (senior consultants), and Laura Lake (senior developer). For more information or questions, visit www. stoneridgesoftware.com or contact Leah Baker at 218-422-7858. Vertex SMB is excited to announce TaxCentral, Vertex SMB’s premier sales and use tax solution that oﬀers small and medium-sized businesses a proven, accurate, and simple outsourced solution in a hosted environment. Vertex SMB’s TaxCentral is a scalable, single point of entry, end-to-end cloud-based solution with no upfront costs and a pay-as-you-go pricing model. Vertex SMB’s TaxCentral provides deep and accurate tax rates; conﬁgures, calculates, and prepares tax

returns; and manages exemption certificates. Learn more at www.vertexsmb.com. ZSL, Inc, a global systems integrator and value added reseller with more than 16 years of product and industry experience, launched its award-winning Oil & Gas Vertical Solution for Microsoft Dynamics AX at Microsoft Convergence 2014. The Oil & Gas Vertical Solution offers powerful and sophisticated features that seamlessly integrate with Microsoft Dynamics AX. Microsoft offers business management solutions that make it easier for oil and gas companies to deal with inadequate processes. By providing oil and gas-specific features built on standard accounting functionality, Microsoft and ZSL help enable end-to-end billing and cost-control processes within one system. To learn more about ZSL and its solution offerings, visit www.zsl.com.

THEPARTNERCHANNEL.COM | SUMMER 2014

Meet us in St. Louis October 13-14, 2014 The BEST Partner to Partner Dialogue

“This is the only event of the year that I go to for

me. I am not there to sell anything, but rather to learn from my peers.”

Fresh Ways to Reach Your Prospects and Customers

“The sessions helped me come up with ideas on how to approach our clients on hot topics like BI and the Cloud.”

Product-focused Sales, Leadership, Marketing, Consultant, and Developer Sessions

“This event was extremely educational and even

pointed out some areas where we need to do some work.”

The Partner Connections Event 2014 is your chance to RECONNECT with partners and friends, GROW your Microsoft Dynamics practice, and LEARN from the best presenters in the Microsoft Dynamics Channel.

Early bird pricing ends June 30th! Secure your spot today at www.thepartnerconnectionsevent.com

EVENTS JUNE Microsoft Dynamics AX Fast TrAX Developer Class June 9-27 | Fargo, ND https://training.partner.microsoft.com

Microsoft Dynamics Fast TrAX Express Pilot June 16-27 | Fargo, ND https://training.partner.microsoft.com

JULY Microsoft Worldwide Partner Conference July 13-17 | Washington, DC www.digitalwpc.com

Microsoft Dynamics AX Fast TrAX Foundational: Net New Microsoft Dynamics AX Summer Institute

3%04%-"%2 NAV Directions 2014

CRMUG Summit

September 14-16 | San Diego, CA www.navdirections.com

October 14-17 | St. Louis, MO http://crmugsummit.com

GPUG Summit

/#4/"%2

October 14-17 | St. Louis, MO http://gpugsummit.com

eXtremeCRM 2014 October 5-8 | Las Vegas, NV www.extremecrm.com

NAVUG Summit October 14-17 | St. Louis, MO http://navugsummit.com

The Partner Connections Event October 13-14 | St. Louis, MO www.thepartnerconnectionsevent.com

./6%-"%2

AXUG Summit

Convergence 2014 Europe

October 14-17 | St. Louis, MO http://axugsummit.com

November 4-6 | Barcelona, Spain www.microsoft.com/dynamics/convergence

-!2#( Convergence 2015 Atlanta

July 14-August 8 | Fargo, ND https://training.partner.microsoft.com

March 16-19 | Atlanta, GA www.microsoft.com/dynamics/convergence

Upcoming Events? Going somewhere, but it’s not on the list? Let us know, and we’ll include it in the next issue! Go to www.thepartnerchannel.com/magazine under “Events” to submit details.

Experience the benefits of Convergence Bring your customer relationships to life!

Convergence 2014 Europe Barcelona, Spain 4 –6 November 2014 Register Now

Convergence 2015 Atlanta, Georgia March 16–19, 2015 Find Out More

Convergence is the perfect opportunity to strengthen customer relationships, get onsite advice from Microsoft product experts, close sales, and increase ROI. Discover new ways to stay ahead of your competition by attending the Convergence event that is right for you. www.microsoft.com/convergence

THEPARTNERCHANNEL.COM | SUMMER 2014

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BUSINESS IS A What is the Secret to Surviving? story by "/..)% 2/"%243/.

illustration by 3(!7. /,3/. psides and downsides, opportunities and risks. In the midst of it all are decisions. Invest more? Invest less? Go to market diﬀerently? Pull back? How do we know when to make changes and when to stay the same? The uncertainty of it all is both the thrill and the struggle, an addictive ride for most entrepreneurs. I did not ﬁnd the best insights for playing the game of business in one of the endless business management books of the season, but rather from the song “The Gambler” by Kenny Rogers. The ballad tells the story of a traveler meeting a professional gambler who claims to have “made a life out of reading people’s faces, knowing what their cards were by the way they held their eyes.” Quickly, the traveler makes a trade of whiskey for some sage advice.

SUMMER 2014 | THEPARTNERCHANNEL.COM

M A R K ETI NG

“If you’re gonna play the game, you gotta learn to play it right.” What is playing it right? In a market with continuous change and rollercoaster economic conditions, how do you play a business “right” in order to win? The Gambler states that, “every hand’s a winner, and every hand’s a loser.” This tells us that the situation itself – whether it be market conditions, economic whirlwinds, or changes outside of our control – are neutral. They are neither negative nor positive. The results of our business have to do with the actions we choose to take. In short, The Gambler’s advice is, “know when to hold ’em, know when to fold ’em, know when to walk away, and know when to run.” Entrepreneurial businesses usually have a list of people, processes, or products that they should “hold” and those they should “fold”. Determining what to hold and what to fold starts with the purpose of our business. Is the purpose of your business about solving a speciﬁc problem, improving business success for an industry, or improving the lives of people? Wait a minute! It’s simply about making money, you say? We cannot discount the importance of proﬁt, but in order to really be in the game, your purpose has to be more. As The Gambler says, “Never count your money when you are sitting at the table.”

vendors, Partners – those who have a part in the equation of bringing value to customers – have significant impact on our ability to win the game. For most entrepreneurs, this can be extremely challenging when determining those to “hold” and those to “fold”. We build relationships with people. Some of these relationships are charged with emotion, either positive or negative. I have had many discussions with entrepreneurs that clearly see or will logically agree about someone in their organization who is not or cannot contribute to fulfilling the purpose of the business. While the logical decision is to exit that person, they are emotionally stuck and spend a lot of energy, money, and time trying to justify, qualify, and convince themselves that action is not necessary. They hold tight to the fantasy that magically it will be better tomorrow, and maybe they won’t have to make the difficult decision. But it rarely gets better, and it usually gets worse, resulting in higher costs and less winnings. Businesses of all sizes are continuously in search of great talent who add to the value for the customer and the business. If we have people that we need to “fold” out of the business, but we choose to do nothing, we will struggle to “hold” the right kind of talent. It is the right kind of talent with the right product/service targeted to the right customer that provides the winning equation.

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The purpose of your business will begin to define those potential customers who will benefit from what you have to offer. In a review of your current customers, are they ideal for the purpose of your business? Based upon their situation, can they and will they gain value from what you offer? Can they or will they fulfill the purpose of your business? Those that do…“hold ’em”…make it a point to stay close to them, and take their input as some of the most strategic insight available in the market. Those that don’t…“fold ’em”…don’t waste precious time, talent, and product with customers that cannot gain or will not gain value from what you have to offer. We all have had, and may still have, those customers that seem to be so much work and effort that they are a drain on our resources. It may be that their focus is not aligned with your purpose and true value. It may be the size or the industry – or the market culture. Not every customer fits, even with our best efforts. “Know when to walk away and when to run.” While walking away from a customer or potential customer seems crazy, the risk of trying to maintain customers that do not fit will eventually keep us from maintaining those that do. If doing this results in zero customers, then you need to rethink your purpose and your value proposition. Many entrepreneurs fall in love with their product and become blind to the reality of what the customers see as valuable. Value is in the eye of the customer. Period.

PEOPLE People (beyond our customers), which includes team members, consultants, advisors,

The best of products and talent need excellent processes to bring that value to the customer effectively and efficiently. Balance of processes is essential. I have seen many businesses “over-processed” with processes for the sake of processes. The customer response or need takes a back seat to the management theory and process that are in vogue. In these cases, the processes may even be detrimental to getting things done for the customer in the way they were designed. On the other hand, I have also seen many businesses with a lack of any repeatable processes, and most of the energy in the organization was used in redoing what has been done before with little or no improvement along the way. Processes do not need to be overcomplicated, have fancy terms, or complex models. Just because we can count something doesn’t mean the data has any relevant meaning to what we are trying to accomplish. Continuous review of processes, or the identification of a lack of processes where needed, provides another opportunity for a decision to “hold ’em” or to “fold ’em”.

02/&)4 The ultimate scoreboard for any business is profit. Profit is driven by an equation that starts with a clear purpose where the customer is at the center, adds the right people (both customers and talent), and keeps the right balance of supporting processes. If the purpose, people, and processes are aligned, profit is the net result. Yes, business is a gamble. It is the role of every leader in the organization to continuously assess the purpose, people, and processes that improve the odds for profit. “Never count your money when you are sitting at the table, there’ll be time enough for counting when the dealing’s done” In the words of The Gambler, “the secret to surviving is knowing what to throw away, and knowing what to keep”…and I would add, having the courage to take action!

THEPARTNERCHANNEL.COM | SUMMER 2014

SALES

M A R K ETI NG

L E A DE R S H I P

iLuRe tO ScALe

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SUMMER 2014 | THEPARTNERCHANNEL.COM

story by PETER JOECKEL | illustration by MATT MASTRUD

hen do you know it is time to move on from a major business decision, a product line, or a partnership? That the best laid plans of mice and men have not quite worked out as you had hoped? For me, it was when I was willing to walk away from a good-sized business and set back my career for several years. The Readers Digest version of this story, for those of us with Twitter OCD, is this: Just because you can effectively run a small VAR shop for years and years is no guarantee of success should you suddenly experience tremendous sales growth. Back in the day, before Al Gore invented the Internet, I had a great little business selling Macola software primarily to small and medium-sized manufacturing companies. For several years, our shop was the leading Macola reseller in the U.S., and we prided ourselves in making no software modifications. In fact, our entire sales pitch was predicated on the premise that if you needed to modify your accounting software, then you were looking at the wrong product. What happened to THAT philosophy? On the rare occasion that a client did need some minor tweaks to their system (not to be confused with twerks…different era), I farmed it out to a single company that did great work, was always on time, and never over budget. Over the years, we did a lot of business together because I refused to hire my own programmers, primarily because I never knew what they were up to and never received a project estimate that was not off by some logarithmic or exponential factor. Side note: When getting a project estimate from a programmer, my immediate reaction is to double the time and move to the next highest unit of time measurement. So for example, “it should be done in two days” is realistically four weeks in regular folk speak. For several years we lost touch as Macola lost momentum in the marketplace, and I migrated towards the Great Plains world. (Some of us old folks remember that Microsoft did not always own Microsoft Dynamics GP; affectionately those were known as the “good old days”…do I sound like your dad yet?) One day out of the blue I got a call from my old Macola programming buddy touting that he had found the holy grail of ERP software! Since I trusted his opinion, I listened excitedly as he described a product he had been working with for a couple of years called Axapta and how it was actually better than sliced bread. Then I asked him the two most important questions I could think of as a sales and marketing guy: Where is this Axapta software company located and how many installs are there? The answers were Denmark and so far no installs in the United States. After I finished laughing I dismissed my old friend as a crackpot and wished him well. My theory was that too many years in a dark, poorly ventilated room eating pizza and drinking Jolt Cola had finally caught up to him. Fast forward a couple of years to the exact day that Microsoft announced that it had acquired Axapta and Navision, which were owned by the same company by that time, and my phone rings congratulating me on my industry vision! (I may have missed that tech boat, but my money is on Myspace making a comeback.) Fast forward a couple of more years, and we are Partners of a regional branch for a good-sized national VAR we are toasting our successful run of selling Microsoft Dynamics AX deals. Our firm had just been notified that we were in the Inner Circle of Partners for Microsoft Dynamics based primarily on the sales from our relatively new and small office. In fact, the “National Office” termed our effort as a miracle. Cue champagne, confetti, and tequila shots.

THEPARTNERCHANNEL.COM | SUMMER 2014

Shortly after my hangover cleared up, swearing never to mix champagne and tequila again, I spent the next several months apologizing to companies that had purchased Microsoft Dynamics AX from me, negotiating write-offs and basically begging some folks not to sue us. For the first time in my career, I had made the mistake of not being in charge of the consulting team and the implementation projects. That decision proved to be a fatal mistake. I was forced to walk away from a business that I had helped build rapidly over a short amount of time with a great sales pipeline and a big backlog of implementation projects. Walking away with nothing was a brutal economic decision but one that had to be made. Not being able to affect how projects I sold were implemented was not a recipe for longterm success. I could not look business owners in the eye and promise that the buck stopped with me when it came to the success or failure of their implementation. Which led to the drastic decision to walk away with nothing. There are a lot of minor reasons why so many projects were challenged, over budget, or just plain falling apart at the seams, but with a lot of time to dissect what happened, I have reached the following conclusions between a small VAR and one growing aggressively in terms of new product and size:

SUMMER 2014 | THEPARTNERCHANNEL.COM

» The ability to implement software for small companies does not guarantee success as you move up to larger projects. » Project management DOES matter. » The single heroic consultant model does NOT scale. » The road to you know where is paved with good intentions. » When your name is on the letterhead, it is fun to be responsible for sales but critical to be in charge of services. It is even better to be king. That’s all for today, I have to take a call. An old friend from the day is calling me about Acumatica. Peter Joeckel is the president and founder of TurnOnDynamics, a Microsoft Dynamics AX and Microsoft Dynamics GP Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft Dynamics GP to Microsoft Dynamics AX. Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners with a unique Dynamic CFO Service oﬀering. Learn more at www.turnondynamics.com, and reach Peter at Pjoeckel@turnondynamics.com.

MARKETING

SUMMER 2014 | THEPARTNERCHANNEL.COM

L E A DE R S H I P

SA LE S

2 e

MARKETING MISTAKES

You’ll Probably Never Make

(and Plan B If You Do) story by CHERYL STREGE | illustration by RYAN FRITZ

lthough there are entire books dedicated to marketing mistakes and a Plan B to ﬁx them, I’m going to focus on only two for purposes of this article (but they’re big ones).

YOU DON’T REALIZE BUYERS HAVE CHANGED.

FACE IT: Today’s ERP and CRM buyers really don’t need you to educate them on the product, show them a demo, or even provide pricing anymore. They can find all of those things online by either simply going to the Microsoft website (www.microsoft.com/en-us/dynamics/erp-smallmidsize-business.aspx) or doing a few simple searches. So now that prospects have much of the product, technical, and pricing information before they even start looking for a Partner, how are you going to attract those (somewhat) qualified prospects to your website? And what will they find when they get there? Today’s buyers know as much, or often more, than you do about their industry-specific needs and the many options to solve them (and they know the new players in the game, including Xero and FreshBooks). According to a DemandGen report, 51 percent of B2B buyers said they formed a short list of candidates BEFORE they contacted anyone. Does anyone doubt that number will continue to grow quickly? PLAN B: If you haven’t made a concerted effort to ramp up your inbound marketing strategy, then you’re far behind the competition. If you started down that path a few years ago, then congratulations! You’re now seeing the benefits of your hard work. I spoke to a Microsoft Dynamics Partner recently who told me their blogging was paying off in terms of attracting qualified prospects that they’ve been able to close. She said, “Thank goodness we starting blogging two years ago and not today!” But unfortunately, it’s not just blogging (inbound marketing would be much easier if it were). The foundation of inbound marketing is content – and a lot of it – delivered via your website, social media properties, and blog sites as well as “shared” on a frequent basis to a targeted group of prospects. TO DO: Once that buyer is looking for someone to partner with (hopefully you’re on the short list), what are they going to learn about your organization and the people in it from your website, your LinkedIn presence, Pinpoint, and your blog posts? On your website’s “About” page, do you tell prospects a story about your company and what you’re passionate about? Do customers sing your praises in customer case studies and testimonials? Are your social media properties attractive and current? Are you blogging about topics that are important to prospects (and I don’t mean the latest features)? Ask a customer (one that you’re close to) what they learned, and liked, about your company after looking at your website. It’s simply an ongoing process of creating, delivering, socializing, and creating, delivering, socializing, and… well, you get the idea.

YOU’RE NOT FOUND. Which of the following statistics are true? ❏ 9 out of 10 buyers say that when they’re ready to buy, they’ll ﬁnd you. ❏ 18% of organic clicks go to the #1 position, 10% of organic clicks go to the #2 position, and 7% of organic clicks go to the #3 position on Google. ❏ 75% of users never scroll past the ﬁrst page of search results. ❏ All of the above. THEPARTNERCHANNEL.COM | SUMMER 2014

The Cosmo Quiz 1. You’re having a glass of wine with your favorite SEO (search engine optimization) BFF (best friend forever) from the office, and she shares some startling facts about the new website strategy you just implemented. (Oh boy...) Which one is true? ❏ 70-80% of users ignore the paid ads, focusing on the organic results. ❏ 75% of users never scroll past the first page of search results. ❏ The best place to hide a dead body is page two of Google search results. ❏ All of the above. 2. Your marketing co-worker just started a new direct mail and telemarketing campaign to a cold list. Sure, it sounds attractive at first and the projected results are enticing, but you warn him that… ❏ Leads generated via SEO (inbound) have a 14.6% close rate, while outbound leads (such as direct mail or print advertising) have a 1.7% close rate. ❏ There’s an eight times greater likelihood of closing inbound leads as compared to other leads. ❏ There’s a 62% reduction in the cost per lead from inbound versus outbound marketing. ❏ All of the above.

Answers to the Cosmo Quiz:

All of the statistics in this article are true and come from: » DemandGen Report » HubSpot » Pew Research » Search Engine Land » Search Engine Journal 24

SUMMER 2014 | THEPARTNERCHANNEL.COM

If you said they’re all true, a gold star for you! We all know about 10 organic results are displayed on page one, so how do you get on the first page? This is one of those times where I wish I had the “secret sauce” shortcut, but unfortunately, it doesn’t exist. It takes time, effort, and dollars to build your company into a “page one” presence – and to stay there year after year. PLAN B: Inbound marketing encompasses a number of tactics: search engine optimization (SEO), social media marketing, original content creation, blogging, guest blogging, etc. Just don’t forget that the goal of the website is to be “sticky”, and consequently, to convert visitors to leads. Conversion can happen when a visitor signs up for your webcast “3 Things a Smart Distributor Does Every Day to Generate More Business”, opts-in to your newsletter, or downloads your eBook on “5 Distributors Who Make More Money Than Microsoft and How You Can Do It, Too”. TO DO: It’s hard to be effective at everything called “inbound”, so pick the top five to seven things you can do with the budget, people, and time you have at your disposal. My recommended list, based on the Partners we talk to across the country, is: » Consistent blogging, but not just for the sake of getting something, anything, on the website. Let’s say you’re starting a campaign next month to mid-sized electrical distributors in Austin, Texas. Sixty days before your campaign launches, get seven to 10 posts on your blog about the challenges of electrical distributors so that when prospects check you out, your expertise has already been established. » Do the same with your social media properties. Re-tweet content from the electrical distribution association in Austin and contribute to the conversations in the appropriate LinkedIn groups. » Thinking of LinkedIn, make sure your corporate page and the personal pages of your team members reflect your in-depth knowledge of the industry. As a matter of fact, be sure that your corporate profiles on all your social media sites (Twitter, Google+, Facebook, and YouTube) are consistent and current on messaging and design. » Create or curate relevant content specific to electrical distribution challenges, pain points, and their own “Plan B” options when the business isn’t doing well (which will likely include Microsoft Dynamics to the rescue). Just remember that the content must have VALUE, or conversion from a prospect to an opportunity isn’t likely to happen. » Have a comprehensive plan for distributing the fantastic content you’ve now worked so hard to build. The famous “if you build it they will come” slogan from the movie “Field of Dreams” doesn’t often work in today’s world. Sure, your content will be posted on your website, mentioned in your blog posts, and tweeted, but go beyond that to the influencers in the electrical distributors’ world: associations, chambers of commerce, the Small Business Administration, home or commercial builders’ groups, manufacturers, and ISVs are all involved in the “community”. And don’t forget to ask your electrical distribution customers for their advice – and referrals! NOTE: Everything I’ve mentioned above about industry-specific content above can be applied to “horizontal” content as well. There’s nothing wrong with targeting QuickBooks users or companies adopting their first ERP system – they need the knowledge you have, so share it via customer case studies, testimonials, FAQs, infographics, social media, and more. Need help with Plan A so you’re rarely in need of a Plan B? The Partner Marketing Group can help you create content (eBooks, infographics, website content, blog posts, and more) to fuel your inbound – and outbound – marketing activities. Contact Info@ ThePartnerMarketingGroup.com or call 605-574-9432. In the spirit of Plan B, check out three webcasts The Partner Marketing Group created for Microsoft Dynamics marketers titled “Stop Wasting Your Marketing Budget: Avoid These Deadly Marketing Errors”: https://mbs.microsoft.com/partnersource/northamerica/ readiness-training/readiness-training-news/MSDYN_AvoidTheseDeadlyMarketingErrors

LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Susan Luongo of Stellar Technology Consulting for winning our Spring 2014 contest. Now for the next round of the Word-A-Ganza! Posted below are 25 words that relate to the topics and themes included in this issue of The Partner Channel Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. You can submit your completed word find to us for a chance to win a $10 gift certificate to Starbucks so you can enjoy future word finds over a latte or cup of tea. Simply scan and email your completed word find to Jenny Davis at Jenny@thepartnerchannel.com or mail a copy to The Partner Channel, 1045 Broadway, Fargo ND 58102. If you don’t want to write in your magazine, contact Jenny and she’ll email you an electronic version of the same word find.

Blue Moon Contingency Cosmo Quiz Denialation Early Bird Pricing

R S P L U M B L I N E 3 6 5 U S P U O R G R E S U

F R E S H I D E A S R G N I N O I T I S N A R T S

O I P S R E D A E L N O I T A R E N E G T X E N E

Failed Campaigns Fastﬁx Fresh Ideas Marketing Mistakes Mindset Shift

Next Generation Leaders Partner Dialogue Plan B Plumbline365 Recovery

Scale Self-transforming Mind Succession Planning Summer Test Marketing

The Partner Channel TPCE Transitioning User Group Summit WPC

O M E U L B P I B Y L R A E P I T E K R A M D E A S R L M S R L N O I T A L A I N E D R D R I B A T I F E M T A C T R T S G R E S U R S T N R E N L A N S E A E T H T R S T T M R S B T L N D E R S R D M S N E E N L P S A N O I S S E C C U S T I P T E P S R C D U R G O L A I D C N L P C F A M R A D E T N C K B L U E M O O N E L R G I A D R N C H I C E N S H I F T N P N A E R R X I T I O E M E T E L L N E H T L N N N O E N A N M V P G S I X E T E U E I A A N T U D I L E S E A N S N T A S R G P N N H I R P A C O R N R R I I G G D R C O A G N C E A S E I G C G Y T M O M E E P L L R E I L N P U L R U H I H Z R N I N W T S A T N A R E C O V P E A A C I O P S E N E R I N C N G I A P M A C N P R U F L T R L T S D S Y R R E M M U S N N M E Q S A A A P L U M B L I N E E D A E L E A N O N N K T T F I H S T E S D N I M R S L C T M A N E P A R T N E R D G N I N N A L P D R S R I S E S T M A R K E T I N G R S T E E A O T N B G E N E R A G N I T E K R A M M L P C F G L A R L Y B I R D P R I C I N G M I E E L R U T E S T M A R K E T I I N G G U A H N E S E R G R O U P S U M M I T R S T S F T L S T M THEPARTNERCHANNEL.COM | SUMMER 2014

LEADERSHIP

SA LE S

M A R K ETI NG

Don’t Think, Just Write. Then Act.

SUMMER 2014 | THEPARTNERCHANNEL.COM

story by TRACY FALEIDE | illustration by SETH REXILIUS

emember sniglets? (They’re neologisms or newly-coined terms on their way to being accepted into mainstream language. They were all the rage in the late ’80s.) I think there should be a sniglet for the time between feeling something isn’t right, to taking action. Hmmmm. What could we call that?  Denialation (denial + duration)  Worsera (worse + era)  Hinderquarter (self-evident) No matter what you call it, we all have been negatively impacted by the space between suspecting and correcting. Since we know how painful these timespans can be for everyone involved, why don’t we do something about it? The truth is, we don’t really want the truth. Because knowing – really knowing – puts items on our to-do lists that we’d rather avoid. Take your resident technical guru who solves the trickiest of customer situations but is a bad, bad manager. Or how about that new pricing model a team spent weeks developing that should come with a slide rule and a crystal ball? Correcting these sticky situations takes courage, perseverance, and time, all of which seem hard to come by in our overly busy lives. The short-lived relief we feel after avoiding action doesn’t even come close to outweighing the costly downside. The longer that complicated pricing model is in place, the harder it’s going to be to unravel the mess of transitioning customers to a new, simpler model. Worse yet are the beacons of badness emitted by managers radiating negative attitudes, sloppy behaviors, and unmet expectations through organizations like waves of contagion. The more we think about these tricky situations, the more we convince ourselves that they’ll just work out or that things aren’t that bad. What’s really going on is that our subconscious mind is tricking us into inaction by planting seeds of fear and doubt. It’s not really my job to deal with this. I know she’s going to deny it and then make my life miserable if I bring this up. I’ll think about it next week. But next week brings more challenges that we avoid until the situation seems as impossible to unknot as a drawer full of tangled necklaces. On the prevention side, quick action is key. Get in the habit of writing down exactly what you’re thinking and feeling just after you experience that flash of frustration. Don’t think, just write. It’ll help you quiet those avoidance voices and identify specific behaviors you can discuss with your colleague…once you calm down, of course. While you’re still in fix-it mode, schedule a quick conversation with this person. Getting it on your calendars makes it real and unavoidable. Make it 15 minutes, and make it later the same day or first thing the next day. Do not let more than 12 hours pass. If the situation has become a tangled mess, pen and paper are still the best place to start. At the top of a blank sheet, write these two headings: “I get frustrated when you...” and “Because it results in...” Fill up the sheet and then put it aside for a while. Looking at it with fresh eyes will help you see patterns and themes that are easier to address. Pull out two behaviors that seem to be the most detrimental. And then schedule that 15-minute conversation. Whether you’re preventing or untangling, the 15-minute conversation should start with a thank you. Thanks for taking the time to talk with me. I appreciate it. The reason I want to talk one-on-one is I’ve noticed some issues with (the team, the project…) that are resulting in (missed deadlines, unmet customer expectations…), and I need your help to resolve these issues. And then pause. Either the person will ask what’s up or they’ll be silent, which often signals they know you’re going to raise issues. Almost always they know things aren’t going well. Almost always they know they’re part of the problem. Almost always they feel as frustrated as the rest of the team because they don’t have the time, resources, background, confidence, or skills to drive the desired results. By raising the issue, you’re opening the door and letting in the light. By raising the issue after writing out your frustrations and identifying correctable behaviors, you’re dialing down the emotion and placing the attention on results. Let’s start a movement. Let’s change the current frustration-to-fix pace from slow boat to bullet train. And then let’s make a new sniglet for rapid action. How about…fastfix? As in: let’s have a fastfix chat on that, okay? Sounds way better than okay to me!

THEPARTNERCHANNEL.COM | SUMMER 2014

FEATURE

NEXT GENERATION PLAYERS:

Energizing the Microsoft Dynamics Channel story by BETHANY FOYT

ombine fearlessness, eagerness, and passion, and you get a strong mix of (holy moly) ENERGY, which inspires you, me, customers, prospects, Microsoft, and more. It’s easy enough to get comfortable with what we know, but by bringing in fresh eyes and a new perspective, you can change the course of your business and your success. These next-generation players want to be a part of this fresh approach and are already making impressive moves in and around the Microsoft Dynamics channel. Meet some of these players for a peek into how our channel can thrive now and into the future… Name: Kate Pinyan Title: Partner liaison at Lanham Associates; marketing specialist at Absolute Value, LLC Hobbies: Running in races: 5ks, 10ks, and mini-triathlons Motto: “There is trial and error to everything, so make sure to evaluate all sides.” Kate has been with Lanham Associates for seven years in a capacity as a Partner liaison. Given the emphasis on repeatable solutions these days, she recently moved to a marketing specialist position in Lanham’s direct-sell forecasting and replenishment company, Absolute Value, LLC. Coming from the furniture industry before this, Kate was intrigued with the technology industry because she didn’t find much change or challenge with furniture. “Sometimes the sofa color would change, but that’s about it.” Kate can’t imagine getting bored in this industry as there’s so much to always learn, and as a “forever student”, it suits her well. Because there’s so much to learn, it’s easy for newbies in the channel to get overextended and lose focus quickly. Kate recommends paying close attention to what specific areas interest you and what you’re especially good at. Then you can develop the skill set you need to make a difference in your role and the channel as a whole. In addition to overhauling Lanham’s and Absolute Value’s websites, adding two industry specific sub-sites, and managing their Forecasting and Replenishment User Conference that’s doubled in size over the past five years, Kate is part of the NAV Directions board, getting new people involved and promoting the event put on for Microsoft Dynamics NAV Partners by Microsoft Dynamics NAV Partners. Kate has recently noticed the energy building in the channel because of next-generation leaders coming up to speed in the industry; she loves it. Even though fresh eyes can be a huge advantage, Kate hopes these new leaders will also place value in the trial and error that has already taken place for many projects and programs within the channel. “When you’re entering a new role, it’s easy to write off the 28

SUMMER 2014 | THEPARTNERCHANNEL.COM

old ways,” she says. “But there is trial and error to everything, so it’s important to evaluate all sides to achieve the best outcome.” Name: Sabrina Zimara Title: Marketing coordinator at DFC Consultants, Inc. Volunteer Work: Currently a foster home for rescued dogs working with 4 Luv of Dog (trying not to get attached to their adorable faces!) Motto: “Every opinion has value.” Sabrina joined the Microsoft Dynamics channel in March of 2013 with a background in college campus marketing and promotions. She jumped into DFC Consultants’ marketing role with fresh eyes and an eﬀective plan. Because the technical jargon was new to her, she was able to put marketing content into terms that the average person could understand. This approach has made Sabrina a vital asset to DFC’s marketing initiatives. In just one year, Sabrina overhauled the company’s website increasing site visits by 20 percent, improved the time people stayed on the site by 15 percent, and decreased the bounce rate by 10 percent. Sabrina learned valuable advice from a mentor she worked with for her college internship. “When you’re young, you have all these new ideas that seem great, but you sometimes can’t understand the real world or the details that go along with those ideas. Nevertheless, it’s important to understand that every opinion and idea has value and can really only make a company better.” She applies those wise words to her job every day. The resources available for the Microsoft Dynamics Partner channel are everywhere, and Sabrina recommends newbies in the channel take advantage of everything they can get their hands on. “There are really great people who are willing to answer questions and give insight into the products and people we serve,” she says. “The knowledgeable bloggers, GPUG®, and online groups are all great places to gather information.” Name: Rob Cook Title: Channel sales manager at k-eCommerce Hobbies: Golﬁng and bowling Motto: “Focus on creating relationships, NOT just the next big sale.” Rob has been with k-eCommerce (formerly Azox, Inc.) for three years and had experience using Microsoft Dynamics GP at previous sales positions

before joining the company. Upon entering the channel, Rob had been conditioned in previous roles to focus on the next sale and closing the next big deal. His past three years at k-eCommerce have made him realize and focus on the big picture. “I now focus more on creating relationships within the channel, while still focusing on the customer, in order to grow as a professional in the Microsoft Dynamics community.” That first year in the channel, Rob remembers being hesitant to speak up as he tried to take in the complicated inner workings of the Partner and ISV channel. But once Rob turned the corner of that learning curve, he hasn’t looked back. Now as k-eCommerce’s channel sales manager, Rob has seen the company through a merger and takes pride in working with his Partner base, providing them with a go-to e-commerce solution for Microsoft Dynamics. Name: Asher Mathew Title: Strategic alliances manager at Avalara Interesting Fact: Started an IT intern program at California State Polytechnic University that exposed students to the working world. Motto: “Be fearless and ask questions… loudly!” Computer science had always been at the top of Asher’s interest pole, but once he entered the business world, he found even more satisfaction in the sales, marketing, and business development side of things. Asher started in the Microsoft Dynamics channel about nine years ago as an intern at Nodus Technologies, and after experiencing a nurturing environment there, he moved to Avalara and has been there for three years. Asher has always been an inquisitive mind, asking every question under the sun. Remember when teachers said, “no question is a bad question”? Asher lives this motto better than most. With an evolving career plan in place, he pinpoints people in particular roles and picks their brains. He remembers his first conversation with Jeff Geisler of Socius, the first CEO who took his call and spent time with him, which ultimately gave him the confidence to successfully engage with C-level executives. Asher says, “Ask your questions – and as loud as possible. Someone, someplace will listen, and if

not, they’ll at least give you reasons why your ideas need work or would be outright impossible.” Through meeting with countless experts in the channel, asking questions (as loudly as possible), and working with industry mentors, Asher feels he is at a place where he can make a profound difference for his company, his career, and his colleagues. “You have to be fearless and willing to make a lot of mistakes from the get-go,” he says. “Only then will you put yourself in situations that help you grow.” Once Asher started at Avalara, he noticed the need for a business arm that focused on Partner alliances with an emphasis on sales and marketing, and quickly pointed this out to management. As Avalara’s first strategic alliance business development manager, Asher has seen the number of staff in this area grow by leaps and bounds. Asher is thankful for the nurturing qualities of the companies he’s worked with in the channel. In addition to the great mentors, Avalara proactively invests in its young employees, like Asher, by giving them direct access to all senior-level executives. “For an industry that’s always changing, succession planning needs to be top of mind,” he says. “Ensure your business success by nurturing the next-generation players and leaders in your company.”

THEPARTNERCHANNEL.COM | SUMMER 2014

MARKETING

L E A DE R S H I P

SA LE S

MARKETING CONTINGENCY PLANNING:

PlanB Tips for

Formulating

story by JENNIFER CULBERTSON | illustration by JOHN HOLLAND

ith today’s constantly changing business environment, we should all be prepared to deal with unexpected events. The sudden arrival of a powerful new competitor, the resignation of a high-performing salesperson, a virus attack on your website, or the discovery of a major product bug can have serious consequences. A proactive contingency plan is the best way to prepare for these unforeseen changes. Why? Projections for sales, revenue, and market reaction to initiatives often depend on factors outside of your control, and sometimes anticipated results just don’t materialize like you had planned. If you have a contingency plan in place, however, you can respond quickly to changes and protect your company against the risk of business and ﬁnancial damage. Be proactive and plan ahead with this three-step process:

BE AWARE OF RISKS AND IDENTIFY YOUR WEAKNESSES What are the potential vulnerabilities in your marketing program? Perhaps your company’s price points for products or services are significantly higher than that of a competitor. Do you have the right technology in place to track and measure your marketing efforts and make changes quickly midstream if needed? A disaster, such as a power loss or even a flood, could damage your venue shortly prior to a major event. Imagine your company’s website fails the same day your new marketing campaign debuts or that your email marketing vendor is consistently unreliable. Identifying worst-case scenarios for your company isn’t the most pleasant aspect of contingency planning, but you can’t move ahead without considering them. Once you’ve identified the possible risks, you can proceed to take an appropriate, and more informed, course of action if needed.

MONITOR THE CONDITIONS What happens when you didn’t expect to grow so quickly or budget enough dollars for additional product or service development that might be needed? This is also an opportunity to watch and learn from the competition and the market. Be sure to keep an eye on your competitors and observe how other companies market their products and services similar to yours. Are they oﬀering special discounts? Did they launch a new campaign? Pay close attention to better

SUMMER 2014 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | SUMMER 2014

RESPOND AND ACT

team is aware of what actions need to be done in case the worst happens and if suppliers are involved, inform them too. Revisit your contingency plans as often as possible and revise them if/when necessary. To protect your business revenue, proﬁtability, and customer relationships, having a back-up plan is crucial. From time to time, every company experiences ﬁnancial challenges and system failures, and that’s why you need a plan B. Being prepared and identifying the risks will not only allow your company to persevere in the face of adversity, but it also will allow it to thrive.

You’ve identified the possible risks and you’re keeping a close eye on how the market affects them. Now it’s time to act. Come up with practical solutions for your company’s biggest concerns. Suppose a key client decides to leave your company for a competitor. Identify other customers and prospects that you can cross-sell to in order to help compensate for any financial loss. Keep alternate venues in mind when planning for a major event so that you can relocate at the last minute if needed. Make sure everyone on your

Jennifer Culbertson is owner of Looking Glass Marketing and specializes in working with Microsoft VARs and ISVs to build and execute marketing strategies that drive results. With her 19 years of marketing experience within the Microsoft channel, coupled with her understanding of Microsoft Partner needs, she can help take your marketing to the next level. For more information, contact Jennifer at Jennifer@lookingglassmarketing.com, call 614-453-5927, or visit www.lookingglassmarketing.com.

understand how these initiatives could potentially affect your company’s sales. In addition, pay special attention to the market and industry conditions. If you have a strong industry focus, be sure to keep on top of any new regulations or outside influences that may impact your customers and prospects in this space. Keeping up to date and informed will help strengthen your strategies going forward, allowing you to capitalize on new opportunities and more effectively stand out from the rest.

AXtension maximizes the Dynamics AX2012 R3 customer experience! Use AXtension® solutions as the differentiator to win deals over your competition. AXtension is a great opportunity to distinguish yourself from your competition and deliver an amazing customer experience to your (potential) customers.

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SUMMER 2014 | THEPARTNERCHANNEL.COM

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ISV PROFILE

COMPANY: Plumbline Consulting LLC INTERVIEWEES: Joseph Longo, president, and Todd Michael, general manager WEBSITE: www.plumblineconsulting.com HEADQUARTERS: Findlay, Ohio PHONE: Joseph: 732-476-5905 Todd: 419-581-2973 EMAIL: Jlongo@plumblineconsulting.com Toddmich@plumblineconsulting.com ESTABLISHED: 2004 COMPANY PROFILE: Plumbline Consulting is a premier resource for Microsoft Dynamics Partners and ISVs needing just-in-time services. From help desk to software development and implementation support, Plumbline Consulting delivers 25+ years of Microsoft Dynamics experience to enhance and expand Partners’ service offerings.

The Partner Channel (TPC): Tell us a little bit about Plumbline Consulting. Todd Michael (TM): The majority of our team actually came from the Microsoft campus in Findlay, Ohio, who at the time was focused on the Microsoft Dynamics SL product. Plumbline Consulting was established to continue serving the Partner channel with Microsoft Dynamics SL services. At that time, we focused on providing supplementation of resources where Partners didn’t have the bandwidth or skills in specific areas of the product. Joseph Longo (JL): Historically, a majority of Joseph Longo our business has been with Microsoft Dynamics SL Partners, but we have grown over the past few years to provide services for all Microsoft Dynamics products, including a focus on integration of the entire Microsoft stack (SharePoint, Web Services, Security, etc.). TPC: What type of services do you provide Partners? TM: There are three ways to explain what we provide… First, many Partners aren’t able to staff a call center with their consultants to support their clients due to the lacking infrastructure and resource availability that are needed to service clients without advance notice or scheduling. Plumbline has a group of 10 to 12 tenured individuals that are dedicated to our Help Desk for day-to-day calls, which offers Partners the ability to have a virtual extension of their organization. This can be for short-term, long-term, or on an “as needed” basis. We also assist in the sales process to help Partners attain new customers and maintain their existing client base by offering experienced pre-sales resources. This type of service allows Partners to utilize their internal staff to move onto the next engagement or prospect while knowing that they are being represented well when demonstrating the capabilities of Microsoft Dynamics. Finally, if a Partner needs implementation assistance or custom application development to meet the client’s needs, Plumbline can step in and provide such services. These services can occur from the beginning with requirements gathering, developing a custom application or customizations, or all the way through the project plan to the go-live date. TPC: When was Plumbline365 released and how does it work? TM: Plumbline365 was developed in 2011 to offer a cloud-based solution for the Microsoft Dynamics SL community. This hosting option is available as Software as a Service (SaaS) or Infrastructure as a Service (IaaS), allowing Partners’ customers to be hosted in the cloud without having to purchase servers, worry about backing up data, or spending huge amounts of money if they plan to grow internally.

SUMMER 2014 | THEPARTNERCHANNEL.COM

JL: Having this option for Microsoft Partners can sometimes make or break a deal, so Plumbline365 has really added value to the software and services we provide. TPC: Does Plumbline have an industry niche? JL: Because Partners tend to bring the local and industry expertise, Plumbline focuses more on providing the technical and product expertise that Partners need to win more deals. TM: We do focus on areas such as professional services and government contracting mainly because people who work with Microsoft Dynamics SL are project-centric. We also have ample experience working with distributors. TPC: What are a few top reasons why Partners like working with Plumbline? TM: We obviously provide the technical expertise, but I think Partners like working with us is because of our deep bench and that we are readily available when they need us. The responsiveness we provide has really built our business. We answer quickly, respond, and assist Partners with whatever they need and whenever they need it. This dependable service allows Partners to sell without the fear of capacity constraint. They can go after business knowing Plumbline can supplement them in any area that they may need. TPC: I see you were voted best employer in Ohio for 2013. What are a few ways you’ve been able to achieve this honor? JL: Surveys are sent to hundreds of companies across the state to measure everything from compensation to work environment, so needless to say, we were honored to win in 2013. A few reasons are because of our… » Flexible work environment: working with employees on when and where they can work. » Circle of excellence trips: recognizing employee achievements with an all-inclusive four- to ﬁve-day vacation somewhere. » Community involvement: sponsoring the Special Olympics of NW Ohio, sponsoring “Gliding Stars”, which provides adaptive ice skating programs for people with disabilities, and participating in Habitat for Humanity every year. TPC: What’s the best part about working only with Microsoft Partners? TM: The varied opportunities we get to assist Partners and customers by building solutions and solving challenges makes every day diﬀerent and exciting. A lot has changed over the years for Plumbline Consulting, but our business model of working only through Partners has remained the same. I think this shows our true dedication to helping Microsoft Partners through thick and thin. JL: Plumbline has worked with around 5,000 clients because of the Microsoft Dynamics Partner channel, and this experience has created an exciting and diverse work environment at Plumbline. Our mission is “to be the Partner’s Partner”, and we are proud to have been consistent in that approach for the past 10 years.

“Plumbline Consulting has played a key role in many of our large projects. Their knowledge of the Microsoft Dynamics SL program and their experience modifying and customizing the product are invaluable. Our ﬁrm depends on the quality and responsiveness of Plumbline Consulting, and the Plumbline Consulting team delivers for us!!” Bill Aiton, president at SSi Consulting

THEPARTNERCHANNEL.COM | SUMMER 2014

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SUMMER 2014 | THEPARTNERCHANNEL.COM

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LEADERSHIP

SA LE S

M A R K ETI NG

What Got You

HERE

story by PAM McGEE | illustration by SHAWN OLSON

lan A was to get the promotion. Plan B was to deliver results; however, you’re in over your head. The once untarnished rock star reputation is in question. How could you not know what to do? You do your employees’ jobs better than they do. It should be easy right? You’re the boss now. You call all the shots, make all the big decisions, and get the office with the door. Nonetheless, it’s 7 p.m. Friday, and you close your laptop, drag yourself to your car, and go home wondering what in the world has happened. If any of this sounds familiar, you are not alone. The two most important transition phases for newly-promoted employees are to shift their identity (mindset) to fit their new role and to enhance their management skill set (note: I didn’t say technical skill set, I said management skill set). Firstly, as Marshall Goldsmith states in his book “What Got You Here Won’t Get You There”, your best strength in your previous position can become your worse weakness in your new management role. For example, individual contributors often get a tremendous amount of recognition for being productive, getting a lot done, and being the most competent technically or in their subject matter expertise, such as marketing, sales, etc. As managers, it is important to remain competent in your subject matter area and to get things done, but now your major priority is to help others succeed, organize other people’s work, problem solve, manage people issues, help people through change and transition, and build cohesive teams, to name a few. Stating the obvious, writing code is a lot different than motivating a team member to follow a different product roadmap. Secondly, H. Ibarra, a lead researcher in identity-based transitions, states “shifting roles is about how you see yourself in your new role and how you can shift your mindset from being a producer to an inspirer.” In other words, perceiving yourself as a developer who writes code and manages project maps is a different mindset than perceiving yourself as someone’s mentor, leader, coach, inspirer, disciplinarian, and all the other roles of a leader. Part one of the transition issue is that you don’t necessarily see yourself as the leader, and part two is a lack of skills to be a manager. (I often wonder why someone should not hire me, someone with years of management experience and consulting, to write code because we don’t hesitate at all to transition someone with years and years of code-writing skills to be a manager.) To transition more smoothly, the leader can shift his/her paradigm into his/her new role by understanding Robert Kegan’s three stages of adult development: socialized mind, self-authorizing mind, and self-transforming mind. The socialized mind is the mind of an individual contributor who has learned to be competent in his/her role, acts as a team player, and is dependent upon direction. The self-authorizing mind is the mind of a team leader who can take charge, guide other people, problem solve, make independent decisions, and coach others. A self-transforming mind is a mind of the senior leader that finds problems, thinks broadly about the business and the market, works on big changes and future ideas, and is very interdependent on the entire organization to perform. 38

SUMMER 2014 | THEPARTNERCHANNEL.COM

Here are three tips to help you transition from individual contributor to manager and three tips to help you transition from manager to senior leader: » Schedule routine 1:1s with your individual team members to get to know them on a personal level, set goals, and find out how you can assist them in their personal growth and job tasks. Be sure to coach them and not own the problem. Ken Blanchard’s book “The One Minute Manager Meets the Monkey” details how you can balance coaching and directing your team with owning and solving their problems. » Schedule team meetings to talk about the work, brainstorm new ideas, and build cohesion. All team meetings shouldn’t be all business and no fun and the reverse. Balance between running a tight meeting with agenda and action items while leaving space for the team to relate to one another at a personal level. » Network and build relationships with other team leaders to help you think about working cross-company, about how to build teams, manage problems, etc. Be sure to find the right people you respect and aspire to model. Offer to buy them a cup of coffee and just talk about what is going on with your new role. It is better to talk to someone off the team rather than rely on those old relationships within the team. You have a new role now and have to delicately balance your comments and attitude with your team. There is much more to be done, but if you start here, you will start to transition to a manager mindset. As you shift from manager to senior leader, it is implied that you have mastered the self-authoring stage and have built skills in people development, coaching, change management, emotional intelligence, etc. It is also assumed that you have built cross-company connections and relationships. With your new foundation, three things you should do as you transition from manager to senior leader include: » Create a leadership story about how you lead, what you value, and how you serve the customer. Your authenticity and values will show broadly now; be sure you are emulating the right way. » Think broadly across the organization and the market, balancing how much time you spend in your discipline/department and how much time you spend on the business. It’s a balancing act between how much time you spend “in the business” and “on the business”. You now have accountability for both driving your business division and also driving the company forward. » Think in strategy and people, not necessarily tactics and operations. It is important to get things done, but you need to spend more time on the future and not just the day to day. Most senior leaders I work with have a difficult time balancing their inbox with their white space. It is a different split between how much time you spend on the short term versus the long term. It is my recommendation that senior leaders spend at least

Won’t Get You

THERE THEPARTNERCHANNEL.COM | SUMMER 2014

60 to 70 percent (or more if they can) on the long term and developing people and only 20 to 30 percent on the day to day. Wow, that’s a stretch, isn’t it? But if you build your bench strength and your replacement, you can let go. It is an activity that pays for itself tenfold. There is no easy answer as to how to do this; it is a matter of discipline and making the time. Ask yourself: » Are you bringing one of your directors to each meeting with you to groom him/her so he/she can pick up more of the day-to-day operations in your inbox? » Do you call other VPs and have lunch regularly (the time spent building relationships will be exponential in payoﬀ)? » Do you budget for training, coaching, and people development? » Do you spend time one-on-one with your directs not only talking operations and day to day, but also grooming and mentoring? The more people you develop and inspire, which should be the lead purpose of your role (besides driving the business forward), will only help you climb the mountain of success. Lastly, if you are going to lead people, LEARN HOW. This is a skill that needs to be developed, nurtured, and constantly practiced – whether you are a novice or an experienced old-timer. What type of books are you reading on leadership, what type of skill building sessions have you attended lately, and more importantly, how have you improved your leadership game this year over last year? Sometimes when we become experienced at something, we feel we don’t have to train and practice. Athletes will tell you they lose their edge, no matter how gifted or good they are, if they don’t stay at it! So, if you are going to lead people at any level in the organization, build your skill and practice each month, each quarter, and each year. And, as a fundamental baseline, I recommend you read the following books: “Transitions” by William Bridges, “Leading Change” by John P. Kotter, “Emotional Intelligence” by Daniel Goleman, and “Good to Great” by Jim Collins. Although all four books are dated, they are the bedrock of leadership. Once you read the books, gobble 40

SUMMER 2014 | THEPARTNERCHANNEL.COM

up any leadership development opportunities. Most of the training oﬀered by The Partner Channel, Center for Creative Leadership, and TalentSmart is worth the money spent in gold. There are also many great executive leadership development programs oﬀered throughout the world. It doesn’t have to be expensive to be good; it just has to be good. In your local communities, put your toe in the water and experiment; you almost can’t lose. For example, in Fargo we have an incredible “35 Under 35” women’s leadership program sponsored by the United Way. If you run across a “stinker” program, you’ll know, and you can ask for your money back and/or use it as a training program to teach you what NOT to do, which is sometimes as important as what TO do. In closing, leaders should live their life in the spirit of these words from James Dean: “Dream as if you’ll live forever. Live as if you’ll die today.”

photo by jimmyharris

photoby bysskennel sskennel photo

Coast to Coast Sales Tax Solution Since 1993

Calculate & report from within Dynamics GP Live Internet connection not required.

www.KampData.com Phone: (406) 404-2036 For rights to photos see www.creativecommons.org/licenses/by/2.5/

CONTEST

TPC Photo Caption

We had technical product experts from the Microsoft Dynamics CRM team on stage at The Partner Connections Event 2013. What would you ask them? Email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions will be judged on creativity, relevance, and sense of humor. The prize for this contest is two (2) tickets to your local cinema. Keep it clean folks, because in addition to printing this edition’s winning captions, we’ll also print the submission from our runner-up.

Spring 2014 Photo Caption

CONTEST RESULTS Thanks for playing last issue’s contest! Our winner is Troy Gullacher of WilloWare Inc.: “We can pay to be in The List using bitcoins now? Oh yeah!”

THEPARTNERCHANNEL.COM | SUMMER 2014

MARKETING

SUMMER 2014 | THEPARTNERCHANNEL.COM

L E A DE R S H I P

SA LE S

Stop Worrying About

PLAN B; e v a H l l i t S You 24 LETTERS TO GO!

story by ADRIANNE MACHINA | illustration by DAVE SWANG

ave you ever signed up for a Microsoft marketing campaign and been disappointed by the results? Sponsored a tradeshow booth that only attracted the goodie-grabbers? Signed up for an online pay-per-click program only to watch your campaign budget ﬁzzle away without results? Unless you aren’t doing any marketing, the answer is probably YES. You’ve had one or perhaps even ALL of those experiences. As your marketing advisor, I’m here to tell you that’s perfectly normal. Failure is an innate part of the learning process.

DON’T GIVE UP In my opinion, far too many people throw up their hands way too quickly declaring, “Marketing doesn’t work!” They then go on to say that direct mail is a waste of money. Social media is a waste of time. Search engine optimization is too complicated. In marketing, Plan A is rarely the plan that prevails. Even Plan B is questionable. What looks so wonderful and perfectly planned out on paper is spoiled by execution. Or imperfect forecasting. Or falling in love with our own product. Or a sudden shift in the competitive landscape. Realize you have multiple opportunities (A-Z) to test, measure, and adjust your marketing eﬀorts. Marketing is not engineering. One plus one does not always equal two. Sometimes it equals zero, and sometimes it equals 10. Not to be Captain Obvious here, but the key to success is to do more of what works, and less of what doesn’t work. If you’re not getting any business/leads from an endeavor, I don’t care if all your competitors are there. Either commit to adjusting your strategy until you start getting leads or stop trying.

REDUCE RISK I cringe every time I hear someone say, “We spent $20,000 and didn’t get a single good lead.” GULP! That’s real money coming out of a business owner’s pocket. My strategy has always been to test on a small scale first. Do payper-click advertising to test different messages and different offers. Put different calls-to-action on your website. Send a small sample direct mailing before you reach out to the masses.

THEPARTNERCHANNEL.COM | SUMMER 2014

Some marketing campaigns can’t be done for less than a substantial investment. For example, a booth at Convergence is going to be relatively expensive. While it’s hard to cut exhibitor costs, you can set yourself up for success by perfecting all the variables – your pitch, your marketing materials, your offers, and your followup sequences – before you go to the show. Inbound marketing has become popular in recent years. Instead of pushing messages out, your marketing efforts are focused around pulling people in. I’m a huge fan of inbound marketing because (1) the leads tend to be more qualified, and (2) you can see the metrics of what’s working and what’s not working. You can see how many people went to the landing page. You can see how many people grabbed your offer. You can compare and contrast. I use tools like LeadPages (www.leadpages.net) to A/B split test variations of a client’s campaign. Wait to throw big money into the campaign until you have perfected the entire funnel. Our sales process is often a long one, but you know

SUMMER 2014 | THEPARTNERCHANNEL.COM

your marketing is working when visitors keep coming back for more!

WHEN IT’S NOT WORKING OUT Some campaigns are going to fail. Oh well. You’ve learned one way that doesn’t work to market your business or your product. Don’t make it any bigger than that. Often with clients, we’ll run a post-mortem to analyze what went wrong. What could have made a difference that we couldn’t easily adjust? Sometimes it’s a timing issue. Sometimes it’s that we didn’t have compelling enough offers, and we need time to develop new materials. It’s not the end of the world. Fail forward – but don’t stop trying! Adrianne Machina is the chief velocity officer at Tornado Marketing, a firm that helps companies fill their sales funnel with powerful marketing systems and persuasive messaging. She can be reached at Amachina@ tornadomktg.com or 608-213-0377.

DPC ONE community for ALL Welcome to the newly aligned Dynamic Partner Connections! We are excited to be merging AX Partner Connections, CRM Partners Connections and GP Partner Connections to form Dynamic Partner Connections (DPC). DPC is a member-driven organization that works to increase the success of all Microsoft Dynamics partners.

COMMUNITY. COMPETENCY. ADVOCACY

Engage with us: dynamicpartnerconnections.com

Microsoft is excited to bring you reIMAGINE 2014, powered by Dynamic Partner Connections. reIMAGINE offers role-focused content for your entire team! reIMAGINE 2014 will provide targeted learning tracks for sales, marketing, leadership, technical and development roles. Featuring several focus areas within each track such as: New to GP ɹ Workshops ɹ Peer Interactive Discussions Feedback Loops (Conduits) ɹ Help Desk. ... with more training opportunities to be announced

November 10-14, 2014 Fargo, ND

reimagine2014.com

CONTEST

Summer 2014 Note: This is not the hidden logo!

BUS NESS RESCUE: 5 Lessons from Makeover TV

Herb Groves of Mohave PC Computers found the hidden logo in Adrianne Machina’s “Business Rescue” article on page 18 of the Spring 2014 magazine. Let’s give it another try. The submission rules for this quarter’s contest are the same – log on to www.thepartnerchannel.com/magazine, under “Find the Logo Contest” to let us know where you think the logo is located. A winner will be drawn at random and will receive a cool gift that’s sure to point you in the right direction every day!

SPRING 2014 | THEPARTNERCHANNEL.COM

SPRING 2014 Location

Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest: WINTER 2012

www.thepartnerchannel.com

contents 7INTER s 4HE 0ARTNER #HANNEL ® Magazine

IN EVERY ISSUE

FEATURES

Contributors

How Trustworthy Are You?

Surely on Santa’s Nice List

SETTING THE

Direction

DEPARTMENTS Leadership

12 News

FOR THE NEW YEAR

TPC Caption Contest and Results

On the Homefront Sounds Like a Relationship

Celebrating the Good in the Community

Events Planning Winter Through Spring 2012

Word-A-Ganza

Convergence Tip of the Week Festival

Electronic Signature 101

40 50

My Team is in the Van. Where Do We Go Now?

You Can’t Go With the Flow if You’re Stuck in a Box

Mark Albrecht, Microsoft

Sales

TPC Interview

ISV Proﬁle Panatrack, Inc.

CLOUD

Members Only Corner

COMPENSATION

5280 Solutions

PLAN THAT WORKS

The Entrepreneurs’ Corner

Logo Contest

A Greeting from TPC

Make 2012 The Year That You Keep Your Promises

TPC Photo Caption

CONTEST

When Customers Sell for You

A Compensation Plan That Works

VAR Proﬁle The Resource Group

Marketing

Marketing Stickiness

The List Updated and Ready for You Each Quarter

Out With the In With the

OLD NEW

Front cover

What could Jesse Byam possibily be thinking about?

Simply email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions

will be judged on creativity, relevance, and sense of humor. The prize for this contest

Out With the Old, In With the New

The Product Experts

Follow the Yellow Brick Road

Advertiser Index

is two (2) tickets to your local cinema.

Keep it clean folks, because in addition to printing this edition’s winning captions, we’ll also print all the other entries we receive.

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | WINTER 2012

Table of contents

THEPARTNERCHANNEL.COM | WINTER 2012

Photo caption page

The end of each article

Any graphics that have the TPC logo as a main element (note: the hidden logo may be located within that graphic, but it’s not going to be plain-as-day!)

SUMMER 2014 | THEPARTNERCHANNEL.COM

ADVERTISER INDEX AIM Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .47

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . . . . . . . . . . . 8

AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Microsoft Convergence . . . . . . . . . . . . . . . . . . . . . . . . . .15

Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Business Computers (Time Matrix) . . . . . . . . . . . . . . . .13

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .37

Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 6

OneNeck IT Services . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cover Band

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .45

The Partner Connections Event . . . . . . . . . . . . . . . . . . .14

DynamicPoint Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Kamp-Data, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . . . 4

k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

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automate

attach

distribute

Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.

Just print the way you always have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute everything simultaneously.

Auto-attach files like; unpaid invoices with AR statements, MSDS with shipping documents, installation specs & invoices. You create the rules!!!

Print, email, fax, ftp, archive, encrypt, assemble, sort, convert, split, batch, burst, even password protect any form or report and then send, store or print it.

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THEPARTNERCHANNEL.COM | SUMMER 2014

CORNER MEMBERS ONLY

The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:

INTERVIEW Blue Moon Industries is an ISV for Microsoft Dynamics GP and provides critical accounting and distribution functionality such as credit card processing, manifest entry and tracking, chargeback tracking and processing, invoice automation, and online invoice processing and presentment. Blue Moon’s Operations Core module provides fully scalable fulﬁllment and warehouse automation as well as EDI integration.

What activities do you enjoy during the summer months? Watching my son play baseball, going on vacation to visit my family in San Diego, camping, and participating in one or two triathlons.

What is your favorite thing about working in your role?

Janice Phelps, senior solutions consultant/ operations director

Being able to help Partners and their customers be successful by providing software products that are functional and meet critical business needs. I also like the diversity of my role where I may be working on the sales process one day and then assisting a Partner with an implementation the next day.

What is the best business advice you have been given? It’s a quote from Ray Bradbury: “Love what you do and do what you love.” I also learned to take care of your employees and oﬀer high-quality products to your customers, which helps make everyone successful.

How do you recover from a bad idea or project? How do you ﬁgure out what Plan B is? I’ve learned that to recover from a bad idea or project you need to take the emotion out of the situation, which allows you to be analytical. By reviewing what went well and what did not go well, it helps you ﬁgure out what Plan B is and the steps you need to get there.

What is the most beneﬁcial aspect of The Partner Channel’s membership program for your company and why? Having access to other ISVs and to more Partners. The Partner Channel has a high level of quality and respect, so we want to support the program and help it grow.

Members Only Tips and Tricks Conference Call Every two months, The Partner Channel hosts a conference call for its members. Each 30-minute call has a speciﬁc focus to help continue the success of your business. Calls take place the third Tuesday of every other month at 11 a.m. CT. The call-in number, topic, and presenter information are sent via email prior to the call. Contact Jasmine McNellis (see below) to participate in the call.

Thank You for Your Membership! Thank you to the many Microsoft Dynamics Partners who have joined The Partner Channel’s community. For information on The Partner Channel Membership Program, please contact Jasmine McNellis at 701-526-3531 or Jasmine@thepartnerchannel.com. 48

! Congratulations

SUMMER 2014 | THEPARTNERCHANNEL.COM

2005 JULY » Azox AUGUST » DFC Consultants, Ltd. » Plumbline Solutions, Inc.

2006 JUNE » Vicinity Manufacturing AUGUST » Encore Business Solutions

2008 AUGUST » Compass Technologies

2009 JULY » Joesoftware Inc.

2010 JUNE » Blue Moon Industries

2012 AUGUST » T3 Information Systems

Introducing The List MOBILE

Now you can get The List To Go!

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Table of Contents Industry...................Page 50 Horizontal................Page 57 Services...................Page 72

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com. NOTE: The Partner Channel offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

INDUSTRY

Industry Agriculture

Churches and Ministries

Business Systems Integrators

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.

BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module 425-931-9972 NEW: Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Apparel/Footwear Junction Solutions http://www.junctionsolutions.com/solutions/ ms-dynamics-ax-for-retail/overview/ 303-327-8800 Junction Solutions for MultiChannel Retail Junction Solutions provides solutions & services designed speciďŹ cally to help multichannel retailers innovate, manage & grow their business. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup. RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 NEW: Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/ Size/ConďŹ guration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.

Automotive

Axapta

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Radley Corporation http://www.radley.com â&#x20AC;˘ 248-559-6858 ext. 114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, CertiďŹ ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. OďŹ&#x20AC;ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more. Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Vicinity Manufacturing

AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

KEY:

CuroGens, Inc. http://www.curogens.com â&#x20AC;˘ 317-815-8120 NEW: Vehicle Management System for Microsoft DynamicsÂŽ AX 2012 VMS provides a comprehensive solution for automotive manufacturing companies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks.

Great Plains

http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

Data Masons Software

Commodity Trades

Condominium Developers

CORE Real Estate Software http://www.corerealestatesoftware.com 416-644-1456 CORE Real Estate Software From marketing and sales to dĂŠcor and warranty tracking, manage all aspects of condominium development within the Microsoft Dynamics platform.

Construction AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Visual Planning Real-time insight for eďŹ&#x20AC;ective project and/or production planning. AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view. WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Manage installation process. Bid, estimate & track project costs.

Consumer Packaged Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Customer Relationship Management

Retail Management System

http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Flintfox International Limited http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments). HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Point of Sale

Ariett Business Solutions, Inc.

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. AssureSign LLC

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes.

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Total Dynamics Solutions, LLC

AvidXchange, Inc.

http://www.totaldynamicssolutions.com 877-855-8860 NEW: CPG Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Item & Customer ProďŹ tability â&#x20AC;˘ Multiple Scenario Analysis â&#x20AC;˘ Variance Reporting â&#x20AC;˘ Top-down/Bottom -up planning by skew, cust, category etc.

http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their ďŹ elds across multiple companies for better shared services. Gain from our experience!

KEY:

Axapta

Great Plains

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic WorkďŹ&#x201A;ow & Invoice Automation solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Navision

Solomon

Customer Relationship Management

Retail Management System

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Education Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Equipment Dealers Scalable Data Systems http://www.scalable.com.au 425-931-9972 NEW: Enterprise Asset Management Maintain operations and ensure crucial assets are not oďŹ&#x201E;ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

Equipment Rental and Leasing

HSO http://www.hso-equipment.com â&#x20AC;˘ 847-348-0588 HSO Equipment Rental/Leasing Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.

Finance/Banking AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

INDUSTRY

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

INDUSTRY

T3 Information Systems http://www.t3infosystems.com â&#x20AC;˘ 202-419-5105 PECast PECast is a Private Equity Management software built on the Microsoft Dynamics CRM platform. Captures all data elements, processes and relationships required by private equity ďŹ rms.

Food and Beverage

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. OďŹ&#x20AC;ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI.

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-speciďŹ c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eďŹ&#x20AC;ectively reduce costs and improve eďŹ&#x192;ciency. Gain from our experience! ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance. Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automating Food Safety such as GFSI

KEY:

Axapta

Great Plains

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture. Increase revenue, proďŹ t margins and asset utilization. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Junction Solutions http://www.junctionsolutions.com/solutions/ junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A â&#x20AC;&#x153;Field to Forkâ&#x20AC;? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Management Complete Sales Management for Food Manufacturers w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module 425-931-9972 NEW: Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Vicinity Manufacturing http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Government Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Thomson Reuters, Tax and Accounting - Government http://tax.thomsonreuters.com/aumentum 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt. solutions.

Government Contracting

Unanet Technologies http://www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Healthcare RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Customer Relationship Management

Retail Management System

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Point of Sale

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

Home Furnishings

Industrial Equipment

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement Enterprise ďŹ eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.

High Tech and Electronics Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

KEY:

Axapta

Great Plains

Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 NEW: Microsoft Dynamics AX for Home Furnishings Sunrise provides expertise in managing the complex home furnishings supply chain: container assembly and tracking, product families and sets, item master ďŹ&#x201A;exibility, product conďŹ guration, and mobile order entry.

HSO http://www.hso-equipment.com â&#x20AC;˘ 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.

mcaConnect http://mcaconnect.net â&#x20AC;˘ 866-622-0669 NEW: Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprisesize manufacturers, enabling clients to achieve competitive supremacy. Scalable Data Systems http://www.scalable.com.au 425-931-9972 NEW: Enterprise Asset Management Maintain operations and ensure crucial assets are not oďŹ&#x201E;ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

Navision

Solomon

Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement Enterprise ďŹ eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.

Scalable Data Systems http://www.scalable.com.au 425-931-9972 NEW: Enterprise Asset Management Maintain operations and ensure crucial assets are not oďŹ&#x201E;ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

Insurance

Manufacturing

AssureSign LLC

AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Lean, Repetitive and Supply Chain Mgmt. oďŹ&#x20AC;ering with real time alerts.

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Corporate Renaissance Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360Â° multi-rater feedback, unlimited web surveys and reporting.

Lean Manufacturing mcaConnect http://mcaconnect.net â&#x20AC;˘ 866-622-0669 NEW: Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance proďŹ tability.

Life Sciences Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. Junction Solutions http://www.junctionsolutions.com/solutions/ life-sciences/overview/ â&#x20AC;˘ 303-327-8800 NEW: Junction Solutions for Life Sciences From emerging biotechnology ďŹ rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed speciďŹ cally to help life sciences companies innovate and grow.

Maintenance Management

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-speciďŹ c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eďŹ&#x20AC;ectively reduce costs and improve eďŹ&#x192;ciency. Gain from our experience! Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance.

eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Customer Relationship Management

Retail Management System

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Visual Planning Real-time insight for eďŹ&#x20AC;ective project and/or production planning.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

INDUSTRY

Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

INDUSTRY

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. OďŹ&#x20AC;ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

KEY:

Axapta

Great Plains

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control. Liaison Software Corp

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Order Complete Sales Management for Food Manufacturers w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item. Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

Scalable Data Systems http://www.scalable.com.au/products/ advanced-production-scheduling-module 425-931-9972 NEW: Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

Metafile Information Systems, Inc.

Sierra Workforce Solutions

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

SUMMER 2014 | THEPARTNERCHANNEL.COM

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Solomon

RF-SMART http://ax.rfsmart.com â&#x20AC;˘ 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Scalable Data Systems http://www.scalable.com.au/products/ commodity-procurement-for-manufacturing 425-931-9972 NEW: Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Track Costs and Accruals.

Navision

Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 NEW: Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain implementations. Get a tier 1, omni-channel, global solution for the lowest cost on the market, backed by Sunrise Global Support.

Customer Relationship Management

Retail Management System

Media and Entertainment Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

KORE Software http://www.KOREsoftware.com â&#x20AC;˘ 480-240-5662 KORE ProSportsâ&#x201E;˘ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹ&#x192;cking.

KORE Software http://www.KOREsoftware.com â&#x20AC;˘ 480-240-5662 KORE MediaPitchâ&#x201E;˘ KORE MediaPitchâ&#x201E;˘ is the media industryâ&#x20AC;&#x2122;s leading platform for transforming a generic CRM into a media sales powerhouse.

Point of Sale

Non-Profit Organizations

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-ProďŹ ts Requisition & Expense with GL Distribution, Encumbrance & Audit Trails. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Unanet Technologies http://www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Oil and Gas Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

mcaConnect http://ax4energy.com â&#x20AC;˘ 877-244-6980 NEW: AX4energy Oil & Gas Solutions AX4energy provides a package of software and services designed for OilďŹ eld Services companies and Downstream/ Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Evolution Manage resources, track assets, automate ďŹ eld ticketing, improve cash ďŹ&#x201A;ow.

Pharmaceuticals Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com Horizons International

HSO http://www.hso-equipment.com 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

KEY:

Axapta

Great Plains

Navision

Professional Services AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Visual Planning Real-time insight for eďŹ&#x20AC;ective project and/or production planning.

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view. JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities. Rockton Software http://www.rocktonconnect.com â&#x20AC;˘ 877-476-2586 NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM speciďŹ cally for professional service organizations.

Templeton Solutions http://www.templetonsolutions.com 561-798-9988 CRM for Professionalsâ&#x201E;˘ and Practice Management for Professionalsâ&#x201E;˘ CRM solutions that provide the ability to track and leverage client interactions and maximize revenue opportunities. Additional features include: Time & Billing, Analytics, Document Mgmt and Project Mgmt.

Property Management

360 Visibility Inc. http://www.360PM.ca â&#x20AC;˘ 905-907-3600 360 Property Manager Written using Microsoft Dynamics NAV, 360 Property ManagerÂŠ is an end-toend software that helps you manage your entire real estate life cycle. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Publishing Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Rentals Open Door Technology http://www.opendoorrentalsoftware.com 877-777-7764 ext. 102 Open Door Rental Software (formerly Rental Management) Dynamics NAV solution for equipment rental. Resellers welcome. On premises and cloud options available. Preventative maintenance and mobility.

Retail Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-speciďŹ c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eďŹ&#x20AC;ectively reduce costs and improve eďŹ&#x192;ciency. Gain from our experience!

Unanet Technologies http://www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Solomon

Customer Relationship Management

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

INDUSTRY

Junction Solutions http://www.junctionsolutions.com/solutions/ life-sciences/overview/ â&#x20AC;˘ 303-327-8800 NEW: Junction Solutions for Life Sciences From emerging biotechnology ďŹ rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed speciďŹ cally to help life sciences companies innovate and grow.

INDUSTRY

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234 NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.

HSO http://www.hso-retail.com â&#x20AC;˘ 847-348-0588 HSO Omni Channel/Catalog/3PL Integrated Omni-Channel with streamlined Order Management, Cart Picking, Integrated Promotions with webstore, RFM Scoring, Cross Sell, LTV, Key codes, List Management, Kitting. Junction Solutions http://www.junctionsolutions.com/solutions/ ms-dynamics-ax-for-retail/overview/ 303-327-8800 Junction Solutions for MultiChannel Retail Junction Solutions provides solutions & services designed speciďŹ cally to help multichannel retailers innovate, manage & grow their business. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

KEY:

Axapta

Great Plains

Software Manufacturers Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Red Maple Trade and Pricing http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Adv Trade extends pricing capabilities Red Maple's Advanced to include complex pricing structures, Credit Cards for Retail extends billing, billing schedules and Adv. CC for Retail allows you to process revenue recognition of complex transaccredit cards in retail environments and tions. Contracts can be generated and directly integrate into AX. PCI validated managed easily. CC solution native to AX. Red Maple has many processor options for CC for Retail. Rockton Software http://www.rocktonconnect.com â&#x20AC;˘ 877-476-2586 Red Maple NEW: Rockton Connect http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Accounting built inside Microsoft Red Maple's Advanced Dynamics CRM speciďŹ cally for software Credit Cards PCI validated CC solution native to AX companies. and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR Staffing/Recruiting or Projects. Tokenization is available. Joesoftware Inc. Process CC in multiple countries. Handle http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 complex transactions. Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator. Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 NEW: Retail Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Integrated Store/Merch Planning â&#x20AC;˘ Ticket/item/employee detail â&#x20AC;˘ Corporate & Store level P&Ls â&#x20AC;˘ Inventory analytics/optimization â&#x20AC;˘ Product life-cycle management

Social Services BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Warehouse Management Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 WMS Customizable Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Product for Warehouse Management- AxoLOGIX AxSource has built tightly integrated solutions to extend AX functionality to the warehouse for Multiple Units of Measure (UOM), Catch Weight, Traceability, Real-Time Data Management, EDI. Visit www.AxoLOGIX.com. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Operations Core Help your backoďŹ&#x192;ce work more effectively with your warehouse. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234 NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device. eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingÂŠ Flexibility from basic to advanced functionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.

Software Corporate Services http://www.corpservice.com â&#x20AC;˘ 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent ďŹ nancial information to accurately run your business.

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Customer Relationship Management

Retail Management System

Point of Sale

Tasklet Factory http://www.taskletfactory.com â&#x20AC;˘ +45 96 354 500 Mobile WMS for Dynamics NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/oďŹ&#x201E;ine mode that integrate out-ofthe-box with Dynamics NAV.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

Tasklet Factory http://www.taskletfactory.com â&#x20AC;˘ +45 96 354 500 Mobile WMS for Dynamics AX Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/oďŹ&#x201E;ine mode that integrate out-ofthe-box with Dynamics AX.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV ďŹ les.

Flintfox International Limited

W holesale Trade: Durable Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Data Masons Software

http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Wholesale Trade: Non-durable Goods Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. Scalable Data Systems http://www.scalable.com.au/ products/landed-cost-module 425-931-9972 NEW: Landed Cost Manage Multiple Vendors/POâ&#x20AC;&#x2122;s as a shipment to improve eďŹ&#x192;ciency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Scalable Data Systems http://www.scalable.com.au/ products/landed-cost-module 425-931-9972 NEW: Landed Cost Manage Multiple Vendors/POâ&#x20AC;&#x2122;s as a shipment to improve eďŹ&#x192;ciency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

HORIZONTAL

Horizontal Accounting

Rockton Software http://www.rocktonconnect.com â&#x20AC;˘ 877-476-2586 NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM.

Analytics Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-speciďŹ c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eďŹ&#x20AC;ectively reduce costs and improve eďŹ&#x192;ciency. Gain from our experience!

KEY:

Axapta

Great Plains

Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Navision

Solomon

Application Lifecycle Management

Adxstudio Inc. http://www.adxstudio.com â&#x20AC;˘ 800-508-7811 Adxstudio ALM Toolkit Application lifecycle management for Dynamics CRM solutions and data.

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Manage asset maintenance, distribution and scheduling for proďŹ table utilization.

A sset Maintenance/ MRO/EAM eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Customer Relationship Management

Retail Management System

Automation mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

Banking T3 Information Systems http://www.t3infosystems.com â&#x20AC;˘ 202-419-5105 PECast PECast is a Private Equity Management software built on the Microsoft Dynamics CRM platform. Captures all data elements, processes and relationships required by private equity ďŹ rms.

Barcode Data Collection Computer Productivity Services Inc. http://www.cps.ďŹ nancial.oďŹ&#x192;celive.com/ BarCode.aspx â&#x20AC;˘ 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transaction with a single click. $1500.

Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking. RF-SMART http://ax.rfsmart.com â&#x20AC;˘ 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Budgeting

Computer Productivity Services Inc.

HORIZONTAL

http://www.cps.ďŹ nancial.oďŹ&#x192;celive.com/ Inventory.aspx â&#x20AC;˘ 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inventory by class/site $3500. Ideal for Lot or Serialized Inventory. Also available for ďŹ xed assets.

Dynamic Manufacturing Solutions http://www.dynms.com â&#x20AC;˘ 780-988-0215 Time Collection, Warehouse Mobile Data Collection Decision support and barcoded data collection for warehousing, production and time and attendance. Supports all NAV versions and conďŹ gurations.

eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inventory management. An easy to install solution with robust features. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

KEY:

Axapta

Great Plains

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable.

Business Intelligence

Halo Business Intelligence Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades. Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making. D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. Weâ&#x20AC;&#x2122;ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable.

T3 Information Systems http://www.fullcirclebudget.com 202-419-5100 Full Circle Budget Simple and ďŹ&#x201A;exible Excel-based budgeting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from ďŹ elds in GP.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 NEW: Budgeting & Planning ToolKit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Financial & Sales Planning â&#x20AC;˘ Procurement Planning â&#x20AC;˘ Trade Management â&#x20AC;˘ Secure input, consolidation, and Versioning; top-down/bottom-up

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Intelligence Grow smarter and improve eďŹ&#x192;ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting. Sunrise Technologies http://www.sunriseconsult.com 336-722-6741 NEW: Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take actionâ&#x20AC;&#x201C;empowering users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.

deFacto Global, Inc.

Globe Software http://www.globesoftware.com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data.

Customer Relationship Management

Retail Management System

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 NEW: Business Intelligence Plus Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Dynamic Cubes (GL/ProďŹ t/&More) â&#x20AC;˘ Web-based Reporting â&#x20AC;˘ Dashboards â&#x20AC;˘ Admin Tools: Security/ Scenarios/Hierarchy/ & More

ZAP http://www.zapbi.com â&#x20AC;˘ 415-889-5740 NEW: ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.

Point of Sale

Business Process Management

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workďŹ&#x201A;ow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Compliance

Cost Accounting

Liaison Software Corp

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the information within them & keeping you within compliance mandates.

Corporate Renaissance Group

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Trans-Micro, Inc. http://www.checkfactory.com â&#x20AC;˘ 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryÂŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Commissions Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans.

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

KEY:

Axapta

Great Plains

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is ďŹ&#x201A;exible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon payment or periodically. It can be used in SO, Projects, AR & AP.

Sikich http://www.Sikich.com â&#x20AC;˘ 630-566-8400 NAV Commission Management System Simplify commissions with commission management software for Dyn NAV.

Navision

Solomon

AIM Technologies http://www.aim-technologies.com/ acadashboard.html â&#x20AC;˘ 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the AďŹ&#x20AC;ordable Care Act. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

http://www.crgroup.com â&#x20AC;˘ 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, ďŹ xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Credit Card/Check Processing Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service. BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Credit Card Payments, powered by MercuryÂŽ Provides credit card processing for Sales Order Processing and Cash Receipts. Seamlessly integrated w/ Mercury Payment Systems with no 3rd party gateways. Support for pre-auth, sale/ capture, adjust, void, & return.

Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: Dynamics GP Toolbox Over 25 customer-suggested tools for every user of Microsoft Dynamics GP. Inactivity Timeout, Security Manager, User Lockout & more.

Customer Relationship Management

Retail Management System

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data oďŹ&#x20AC; site with tokenization.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

HORIZONTAL

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their ďŹ elds across multiple companies for better shared services. Gain from our experience!

Check Printing

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulďŹ ll PCI requirements. Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 CRM Charge Our secure ePayment solution will simplify credit card and eCheck processing, reduce credit card fees & help fulďŹ ll PCI requirements for CRM online and on premise.

HORIZONTAL

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Customer Relationship Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

KEY:

Axapta

Great Plains

mcaConnect http://mcaconnect.net â&#x20AC;˘ 866-622-0669 NEW: CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exempliďŹ ed by multiple Microsoft Partner of the Year awards and numerous customer success stories.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Sales Improve the productivity of your sales team with SMB Sales. Manage all of your accounts, contacts, & forecasting with powerful dashboards that are fully integrated with Microsoft Outlook.

Visionary Software Consulting, Inc. http://crm-rules.com â&#x20AC;˘ 877-276-1942 CRM Rules for Microsoft Dynamics CRM 2011 & 2013 Easily customize complex, dynamic CRM forms. More powerful than PBL.

Data Integration

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems. Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Data Management Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html â&#x20AC;˘ 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notiďŹ cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration.

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

Distribution Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Kitting Multiple items dynamically combined into one product.

Beck Consulting http://www.bcpacknship.com 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most eďŹ&#x192;cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV. Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy.

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture. Increase revenue, proďŹ t margins and asset utilization. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.

Customer Relationship Management

Retail Management System

Point of Sale

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. HSO http://www.hso.com â&#x20AC;˘ 847-348-0588 HSO Business Apps for Distribution Built on the base of over 100+ Distribution clients, HSO has over 200 â&#x20AC;&#x153;Business Appsâ&#x20AC;? including â&#x20AC;&#x201C; Landed Cost Tracking, Container Management, Advanced commissions, HSO Connect BI/SharePoint/ CRM, Advanced Pricing etc. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Document Management

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access information directly from your Dynamics GP screens and via Web browser.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Ariett Business Solutions, Inc.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

http://www.ariett.com/ â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

KEY:

Axapta

Great Plains

Ariett Business Solutions, Inc.

CuroGens, Inc. http://www.curogens.com â&#x20AC;˘ 317-815-8120 NEW: SharePoint Document Connector for Microsoft DynamicsÂŽ AX 2012 SharePoint Document Connector for Microsoft DynamicsÂŽ AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft DynamicsÂŽ AX 2012. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Esker Inc http://www.esker.com â&#x20AC;˘ 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Liaison Software Corp AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Enterprise Content Management Optimized use of tagged documents in your critical business processes.

Navision

Solomon

Customer Relationship Management

Retail Management System

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. WorkďŹ&#x201A;ow & Report imaging.

E-commerce

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

HORIZONTAL

Computer Pundits Corporation http://www.eCommerce21.com â&#x20AC;˘ 888-786-3487 eCommerce21ÂŽ Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website. eBridge Connections

Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy. Business Systems Integrators

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.

HORIZONTAL

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulďŹ lling them through Dynamics GP.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB eCommerce Take your business online with SMB e-Commerce. Create web storefronts, track and manage the customer buying experience, and accurately process transactions, which are fully integrated with SMB Suite solutions.

EDI AIM Computer Solutions, Inc. http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

KEY:

Axapta

Great Plains

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide. Unprecedented visibility. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we won't lock you in. Full function. Fair Price. Radley Corporation http://www.radley.com â&#x20AC;˘ 248-559-6858 ext. 114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, CertiďŹ ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce â&#x20AC;˘ 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. Scalable Data Systems http://www.scalable.com.au/products/ electronic-document-interchange 425-931-9972 NEW: EDI Streamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASNâ&#x20AC;&#x2122;s & Multi location.

Electronic Document Delivery (Email)/Faxing ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Customer Relationship Management

Retail Management System

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables REPRINTING of remittances. Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: Dynamics Report Manager Any report, any time, any where, on any device.

Electronic Signatures AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Expense Solutions Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, categorybased GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment. Ariett Business Solutions, Inc. http://www.ariett.com/ â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Point of Sale

Field Service Management

Genbil Software http://www.genbil.com â&#x20AC;˘ 503-914-6304 NEW: GenbilHR Easily manage all HR processes in CRM; Recruitment, Learning, Personnel

General Ledger

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline employee expense reimbursement with Dynamics.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Spencer Easy, conďŹ gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workďŹ&#x201A;ow, multi-currency, VAT support, electronic receipts and more.

FieldOne Systems http://www.ďŹ eldone.com â&#x20AC;˘ 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of ďŹ eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Innovative ďŹ eld service solutions streamline operations from sales to the ďŹ eld to accounting.

Financial Services ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

Fixed Assets

http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

Axapta

Great Plains

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry). Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicurrency transactions to be included in GL Quick Journals. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables. Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA BackďŹ ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. BackďŹ ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator GL Allow users to Copy-Paste-Import journal entries from Excel to Dynamics.

HR Management

Paramount Technologies

KEY:

Admiral Consulting Group http://www.admiral-west.com/ advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire departments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Navision

Solomon

Corporate Renaissance Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360Â° multi-rater feedback, unlimited web surveys and reporting.

Customer Relationship Management

Retail Management System

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTEâ&#x20AC;&#x2122;s, and more! JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Paychex http://mystaďŹ&#x192;ngpro.com â&#x20AC;˘ 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires. SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and beneďŹ ts administration, employee self- service, payroll, and tax compliance.

Inter-company Processing Corporate Renaissance Group http://www.crgroup.com/ combiner â&#x20AC;˘ 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail. mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

HORIZONTAL

Gorilla Expense http://www.gorillaexpense.com 877-973-6737 NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/ GST features, policy setup & integration to GP, NAV, SL & AX.

FieldBoss http://www.ďŹ eldboss.com 416-256-4995 ext. 221 FieldBoss - Field Service. SimpliďŹ ed. Automates workďŹ&#x201A;ow for ďŹ eld service companies. Increase eďŹ&#x192;ciency and reduce operating costs while improving the level of customer service.

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 NEW: Inter-company Trading for Dynamics GP View and select stock, auto generate purchase/sales orders, auto match invoice when goods received, drop ship in partner company. Save time, reduce lost sales and input errors by eliminating manual processes.

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.

Inventory Enhancement

HORIZONTAL

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV ďŹ les.

Inventory Management Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item.

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

AvidXchange, Inc. Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill-down visibility & multiple rollup views. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inventory management. An easy to install solution with robust features. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. KEY:

Axapta

Great Plains

Invoicing Enhancement

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Invoice Processing Optimized accounts payable invoice processing. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition. m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases eďŹ&#x192;ciency of the purchasing process. Web based, user friendly with adaptable workďŹ&#x201A;ows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app

Customer Relationship Management

Retail Management System

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage - Online Bill Pay Improve cash ďŹ&#x201A;ow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Job Costing JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities. Scalable Data Systems http://www.scalable.com.au/ products/workforce-planning 425-931-9972 NEW: Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, WorkďŹ&#x201A;ow Approvals, Total hours or start/end times. Scalable Data Systems http://www.scalable.com.au/ products/workforce-planning 425-931-9972 NEW: Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Point of Sale

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Manage costs by closely tracking all components of a project - labor, materials, equipment, etc.

Manufacturing Enhancement eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.

Mobility Ariett Business Solutions, Inc. ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Multi-Entity Management Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Occupational Health & Safety

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent. Import Items, MO's, Experlogix MO's

Marketing Automation

CoreMotives, a Silverpop company http://www.coremotives.com â&#x20AC;˘ 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,600+ companies using Microsoft Dynamics CRM: Email marketing, Lead scoring, Web tracking, Event management, Web forms, Surveys, and Nurture marketing â&#x20AC;&#x201C; all native within your CRM. InfoGrow Corporation http://www.CRM2Emails.com 800-897-9807 ext. 225 NEW: CRM2Email CRM2Emails oďŹ&#x20AC;ers organizations that use MS Dynamics CRM a highly eďŹ&#x20AC;ective e-marketing tool at their ďŹ nger tips using the power of Constant Contact.

KEY:

Axapta

Great Plains

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 NEW: Marshal Keep Operational Health and Safety records up-to-date and audit ready from the ďŹ eld or the oďŹ&#x192;ce using Marshal.

Payables Enhancement

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process endto-end. Intelligently recognize content within documents to automatically process, route, securely archive & access info directly from your Dynamics GP screens & via Web browser.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Navision

Solomon

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

Customer Relationship Management

Retail Management System

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases eďŹ&#x192;ciency of the purchasing process. Web based, user friendly with adaptable workďŹ&#x201A;ows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

HORIZONTAL

ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for importing vendors, vouchers/credit memos, manual payments, & apply info.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment NotiďŹ cations Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP.

HORIZONTAL

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workďŹ&#x201A;ow.

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Payroll Enhancement

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

KEY:

Axapta

Great Plains

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc.

Paramount Technologies http://www.paramounttechnologies. com/Solution_InvoiceAutomation.aspx 800-725-4408 NEW: WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

Liaison Software Corp

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to ďŹ le and pay your payroll taxes. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2â&#x20AC;&#x2DC;s, managing complex payroll posting requirements/corrections, conďŹ guring overtime rules and more! Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Pay Stubs Online A web-based app that provides employees online access to their pay stubs. Employees can be notiďŹ ed through email when their pay stub is available online. ConďŹ guration tool allows control to information.

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

Portals

Adxstudio Inc. http://www.adxstudio.com â&#x20AC;˘ 800-508-7811 Adxstudio Portals Web portal application platform for Dynamics CRM Online, 2013 & 2011. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Customer Relationship Management

Retail Management System

Procurement Management Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Requisition Management Flexible, cost-eďŹ&#x20AC;ective, based on Alba360 Advance WorkďŹ&#x201A;ow. Includes req requests, conďŹ gurable multi-level/ parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline the procurement process with Dynamics GP and NAV.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill-down visibility & multiple rollup views. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy. m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases eďŹ&#x192;ciency of the purchasing process. Web based, user friendly with adaptable workďŹ&#x201A;ows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app

Point of Sale

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Product Lifecycle Management QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Productivity

Production Planning Scalable Data Systems http://www.scalable.com.au/products/ advanced-production-scheduling-module 425-931-9972 NEW: Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers. Scalable Data Systems http://www.scalable.com.au/products/ commodity-procurement-for-manufacturing 425-931-9972 NEW: Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Track Costs and Accruals.

KEY:

Axapta

Great Plains

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

Gorilla Expense http://www.gorillaexpense.com â&#x20AC;˘ 877-973-6737 NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/ GST features, policy setup & integration to GP, NAV, SL & AX. JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities. Scalable Data Systems http://www.scalable.com.au/ products/workforce-planning 425-931-9972 NEW: Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, WorkďŹ&#x201A;ow Approvals, Total hours or start/end times. Scalable Data Systems http://www.scalable.com.au/ products/workforce-planning 425-931-9972 NEW: Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

Navision

Solomon

Purchase Order Processing Enhancement Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Requisition Management Flexible, cost-eďŹ&#x20AC;ective, based on Alba360 Advance WorkďŹ&#x201A;ow. Includes req requests, conďŹ gurable multi-level/parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.

m-hance Inc http://www.m-hance.com/us 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases eďŹ&#x192;ciency of the purchasing process. Web based, user friendly with adaptable workďŹ&#x201A;ows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app

Paramount Technologies

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline purchase requisition processing with Dynamics.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Customer Relationship Management

Retail Management System

http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Quality Control

Receivables Enhancement Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with speciďŹ c apply or auto apply.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

HORIZONTAL

Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: SmartFill SmartFill ~ The Google-style data entry search tool.

Project Accounting

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

HORIZONTAL

Stanley Stuart YoďŹ&#x20AC;ee & Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/ ar-collections-manager/ â&#x20AC;˘ 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash ďŹ&#x201A;ow.

Stanley Stuart YoďŹ&#x20AC;ee & Hendrix, Inc. http://www.ssyh.com/products/ssyh-addons/national-accounts/ â&#x20AC;˘ 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Reconciliation

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTS â&#x20AC;&#x201C; Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment ďŹ le, open invoices and the customer register - the system matches all incoming payments. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts. m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP. m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 NEW: Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & reconcile direct to GL. This also aids SEPA compliance for those trading in Europe.

KEY:

Axapta

Great Plains

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

Reporting AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes. Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: Dynamics Report Manager Any report, any time, any where, on any device.

deFacto Global, Inc.

Royalty

Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast.

Globe Software http://www.globesoftware. com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data.

Customer Relationship Management

Retail Management System

Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly. Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Point of Sale

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Liaison Software Corp

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Order Complete Sales Management for Food Manufacturers w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

KEY:

Axapta

Great Plains

Security

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% eďŹ&#x192;ciency in managing and auditing processes. Gain from our experience! Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath ConďŹ g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution oďŹ&#x20AC;ers Single Sign on functionality. Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID. Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.

Navision

Solomon

Shipping/Manifesting Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Ship from sales order through manifest. Pkg carriers/labeling available.

Supply Chain Management Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-speciďŹ c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eďŹ&#x20AC;ectively reduce costs and improve eďŹ&#x192;ciency. Gain from our experience!

Arkieva http://www.arkieva.com â&#x20AC;˘ 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organizationâ&#x20AC;&#x2122;s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Customer Relationship Management

Retail Management System

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Junction Solutions http://www.junctionsolutions.com/solutions/ junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A â&#x20AC;&#x153;Field to Forkâ&#x20AC;? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inventory management. An easy to install solution with robust features. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

HORIZONTAL

Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: Omni Price Your magical slice-and-dice-your-price device. Mention this ad for a 10% discount.

System Enhancement AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modiďŹ ed during the processing of transactions to speed customization and report development. Works with third-party modules.

DynamicsDownloads

HORIZONTAL

http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here! Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 Expanded Master Information Easily add more user ďŹ elds for Vendors, Customers, Employees, Inventory, & Projects. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

KEY:

Axapta

Great Plains

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 NEW: Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

Time and Attendance

Tax

Trade Promotion Management Avalara, Inc.

Flintfox International Limited

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to ďŹ le and pay your payroll taxes.

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 NEW: VAT Management for Dynamics GP Accurately track VAT, deal eďŹ&#x20AC;ectively with partial, ďŹ xed and variable VAT recovery. Reclaim tax that is rightfully yours, save time, increase ďŹ nancial control and compliance. Suitable for trading in Europe.

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll. JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Scalable Data Systems http://www.scalable.com.au/ products/workforce-planning 425-931-9972 NEW: Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, WorkďŹ&#x201A;ow Approvals, Total hours or start/end times. Scalable Data Systems http://www.scalable.com.au/ products/workforce-planning 425-931-9972 NEW: Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

Customer Relationship Management

Retail Management System

Travel Expense Management

Warranty and Claims Management Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.

Point of Sale

Workflow / Notifications Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced WorkďŹ&#x201A;ow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workďŹ&#x201A;ow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept oďŹ&#x20AC;er. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint WorkďŹ&#x201A;ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workďŹ&#x201A;ows integrated with Dynamics GP, NAV and CRM.

Metafile Information Systems, Inc. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Integrity Data http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data WorkďŹ&#x201A;ow and notiďŹ cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is ďŹ&#x201A;exible and easy to use, improving organizational performance.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced WorkďŹ&#x201A;ow Adv WorkďŹ&#x201A;ow enables workďŹ&#x201A;ows to launch automatically on deďŹ ned criteria or events. Includes 50+ predeďŹ ned Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced WorkďŹ&#x201A;ow Email Client Adv. WorkďŹ&#x201A;ow Email Client allows you to approve, reject or redirect workďŹ&#x201A;ows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. WorkďŹ&#x201A;ow is required.

Have The List help you like it helps Data Masons Software: â&#x20AC;&#x153;Data Masons ďŹ nds The List as a â&#x20AC;&#x153;must haveâ&#x20AC;? for Microsoft Dynamics Customers. If you are looking for an ISV solution to round out your Microsoft Dynamics ERP investment, there is only one all-inclusive source for this to date; The List.â&#x20AC;? Dennis Bruce Data Masons Software

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

HORIZONTAL

Services .NET Development

Closing Sales

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system. Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis .NET Development Isis provides cost eďŹ&#x20AC;ective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Application Service Provider/Hosting Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Myappsanywhere http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

SERVICES

http://www.mgtechgroup.com/about-us/ partner-program/ â&#x20AC;˘ 866-350-9310 NEW: Dedicated Dynamics ERP Hosting Services 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.

Axapta

Great Plains

OneNeckÂŽ IT Solutions LLC http://www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

RoseASP http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics and ISV solutions since 2000. Subscription pricing available on dedicated or shared infrastructure with regular backups. 21 CFR Part 11 Compliant. Guaranteed 99.5% uptime.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

Business Portal Development

MG Technology Group

KEY:

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label â&#x20AC;&#x153;Dynamics Cloud Business in a Boxâ&#x201E;˘â&#x20AC;? Cloud & Hosting Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Programâ&#x20AC;&#x201D;YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Navision

SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

InsideView http://www.insideview.com/microsoft 415-728-9363 InsideView CRM Intelligence Real-time company and contact information inside CRM that helps you engage more eďŹ&#x20AC;ectively with customers and prospects.

Cloud Computing Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Data Resolution, LLC http://www.dataresolution.net â&#x20AC;˘ 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

GoIWx, Inc. http://www.goiwx.com â&#x20AC;˘ 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.

Customer Relationship Management

Retail Management System

Reviora http://www.reviora.com â&#x20AC;˘ 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

RoseASP http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the ďŹ rst on-demand Microsoft Dynamics GP application oďŹ&#x20AC;ered on a monthly subscription, with no setup fees. Your prospects can be set up on a free 30 day trial with mobile access in less than 5 minutes.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Suite Grow smarter with SMB Suiteâ&#x20AC;&#x2122;s fullyintegrated Microsoft Cloud ERP, CRM, and eCommerce solutions for small and mid-sized businesses.

Point of Sale

Data Services WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

Custom Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Custom Development Services Fixed prices & over 10 years of experience in custom development work.

Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Custom Development Isis provides cost eďŹ&#x20AC;ective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Custom Development We are a certiďŹ ed .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Axapta

Great Plains

Demand Generation

Dexterity Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solution or only certain components. We also oďŹ&#x20AC;er a variety of customization and training services.

Implementation Services Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Email Marketing

Managed Services

Navision

Solomon

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Market Research D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Marketing Planning & Services Looking Glass Marketing

DexPros http://www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers.

InfoGrow Corporation http://www.CRM2Emails.com 800-897-9807 ext. 225 NEW: CRM2Email CRM2Emails oďŹ&#x20AC;ers organizations that use MS Dynamics CRM a highly eďŹ&#x20AC;ective e-marketing tool at their ďŹ nger tips using the power of Constant Contact.

Sierra Workforce Solutions

mcaConnect http://mcaconnect.net â&#x20AC;˘ 866-622-0669 NEW: Managed Services for AX mcaConnect customers utilize our industry experts to maximize resources and AX ROI. Our proactive and disciplined approach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting.

Customer Relationship Management

Retail Management System

http://www.lookingglassmarketing.com 614-453-5927 Cost-eďŹ&#x20AC;ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help ďŹ ll your sales pipeline. Tornado Marketing, Inc. http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing oďŹ&#x20AC;ers high-impact, highly eďŹ&#x20AC;ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Point of Sale THEPARTNERCHANNEL.COM | SUMMER 2014

SERVICES

KEY:

Implementation & Consulting

Member Organizations

Sales Tax Management Service

Dynamic Communities http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.

OnDemand Trials

RoseASP http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics industry speciďŹ c demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service DFC Consultants, Ltd http://www.DFCconsultants.com â&#x20AC;˘ 800-277-5561 NEW: Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.

Plumbline Consulting, LLC. http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your oďŹ&#x20AC;erings. 25+ yrs.

SharePoint Development Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Social Media The Partner Marketing Group http://www.thepartnermarketinggroup.com 732-237-8795 ButterďŹ&#x201A;y Publisher Join Dynamics partners on ButterďŹ&#x201A;y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eďŹ&#x20AC;ective!

Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and Management Reporter Training Hands on training at our Cincinnati location. GP classes include Financials & Supply Chain. CRM classes are Sales Management & Marketing Automation. We also oďŹ&#x20AC;er Management Reporter classes. See website for details.

Upgrades

Software Development Consulting Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Consulting Isis provides cost eďŹ&#x20AC;ective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Strategic Services mcaConnect http://www.mcaconnect.net â&#x20AC;˘ 866-622-0669 NEW: mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. OďŹ&#x20AC;erings include: business transformation, Lean/manufacturing excellence, and Strategic BI services.

Training Accolade Publications, Inc. http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

CuroGens, Inc. http://www.curogens.com â&#x20AC;˘ 317-815-8120 NEW: Dynamics AX Upgrade Assessor for Microsoft DynamicsÂŽ AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft DynamicsÂŽ AX will estimate costs for your company to upgrade to the most recent version of Microsoft DynamicsÂŽ AX, including the latest cumulative update.

Writing/Documentation Services The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

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SUMMER 2014 | THEPARTNERCHANNEL.COM

Solomon

Customer Relationship Management

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Point of Sale

Azure: Cloud Platform and Infrastructure created by Microsoft for Deploying your Dynamics ERP & CRM Applications. Data Resolution delivers the same world class hosting experience to your Customers. 30 Day Trials: Drive more volume, accelerate the sales process, and deliver great value solutions to customers at that right prices. This

Dynamics POC: A more robust Proof of Concept environment stamp of approval or during the course of the sales process. Partner Cloud: Create your own horizontal, industry or vertically focused, world class repeatable / packaged ERP solutions to end customers, enabling VARS to go to market with their own privately branded solution with little to no up front costs.

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