Fall 2013 TPC Magazine by The Partner Channel

FALL 2013

www.thepartnerchannel.com

The One About

UPGRADES

]] Celebrating Our

FOCUSING ON YOUR BUSINESS, THOUGHTS, AND SKILLS

10TH YEAR in Publication!

]

Celebrating

PARTNERS 2013 MICROSOFT DYNAMICS PARTNER RECOGNITION

INTERVIEW WITH

Neil Holloway FEATURE:

Allin theFamily PART 2

Your Complete E-Commerce Solution for Microsoft Dynamics GP

E-Commerce

Payment Processing

Online Bill Pay

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Azox

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CRM

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Out of the box integration to Microsoft Dynamics (AX, GP, SL, NAV, CRM) Ideal FRx Replacement Live Excel and Web-based Reporting and Dashboards Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Integrated Excel-based Budgeting, Forecasting and What-if analysis Collaboration Portal for sharing reports, discussions and decision-support

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The Prou Par d To B tne e A r Co Vis nne iona ctio ry Sp ns ons Eve or nt 2 013

Available as on onsite application or Software-as-a-Service (SaaS).

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contents &ALL s 4HE 0ARTNER #HANNEL ® Magazine

DEPARTMENTS Leadership

Step Back to Move Forward

The Constant Traveler

IN EVERY ISSUE

Contributors Your “Upgrade” Experts

On the Homefront Thanks for the Endorsement, I Think

Workplace 2.0: The New Reality

Sales

See Change Differently: Go 3D

Selling to Mr. Spock

Marketing

News from YOUR Partner Community

News

Events Planning Way Ahead

Members Only Corner Crestwood Associates

Are You Keeping Up With the Times?

The New Rules of Marketing

Marketers: Claim Your Front Row Seat

FEATURES

TPC Interview Neil Holloway

Word-A-Ganza

All in the Family: Part 2

Logo Contest

2013 Microsoft Dynamics Partner Recognition

ISV Proﬁle deFacto Global, Inc.

TPC Caption Contest

Find the Solutions You Need: Part 1

It’s Back! The Issue Recap

Advertiser Index

The List Find the Solutions You Need: Part 2

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | FALL 2013

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NOTES

from The Partner Channel

The Partner Channel Magazine Fall 2013 ®

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 Charles Green Cheryl Strege Jennifer Culbertson Joe Mechlinski Pam McGee Tracy Faleide Art Director Shawn Olson Contributing Artists Dave Swang John Holland Matt Mastrud Seth Rexilius Scott Thuen Trygve Olson Advertisement Sales Jane Olson

The One About Upgrades

he products you work with are in a near constant state of change. Whether through timed releases or constant updates to a cloud-based solution, there are always new things to learn, share, and teach after an upgrade. We wanted to pursue how the concept of upgrades can apply to your business rather than to the software you implement and/or create for others. Bonnie Robertson addresses this in “Step Back to Move Forward” (see page 16). Joe Mechlinski urges you to “See Change Diﬀerently” in his piece on page 18. Adrianne Machina asks if you’re “Keeping Up with the Times…or the Joneses”, starting on page 22. You’ll also read part two of our “All in the Family” feature, taking a look at four more “dynamic” families (read about them on pages 42-45) as well as an interview with Neil Holloway, vice president of sales and operations for Microsoft Dynamics, starting on page 26. Returning yet again is the congratulatory spread (see pages 50-51) for the 2013 Microsoft Dynamics® Inner Circle, President’s Club, and Partner award recipients. Congratulations to all of these organizations on a job well done over the last year. Please join me in thanking our contributors, advertisers, and participants in The List for helping us produce another magazine. We are in our 10th year of production because of you, and our gratitude is deep. And certainly not least, thank you to our readers. The above-mentioned keep the magazine going out the door, but if you didn’t ﬁnd value once it hit your hands, we certainly wouldn’t be here today. Sincerely,

Membership Program Manager Jasmine McNellis

Jenny 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. FALL 2013

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.

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.

The One About

UPGRADES

]] Celebrating Our

FOCUSING ON YOUR BUSINESS, THOUGHTS, AND SKILLS

10TH YEAR in Publication!

]

This is a copyrighted publication ©2013, 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.

Celebrating

PARTNERS 2013 MICROSOFT DYNAMICS PARTNER RECOGNITION

INTERVIEW WITH

Neil Holloway

On the Cover The ﬁrst patent for a wrench was granted in 1835 to Solymon Merrick (incidently, a man who is throwing a “wrench” in this blurb because there is little to no information about him available online. No listed information on when he was born, when he died, where he lived, education, family, or his occupation. Would somebody really use a pen name for a wrench patent? Or did he see the pitfalls of fame and fortune coming and want none of it? Interesting…). You would be shocked to learn how many wrench types have evolved since that fateful day in 1835. To name a few, you can employ the use of a box-end, socket, crowfoot, speed, torque, monkey, alligator, cone, or lug wrench. So many variations for this handy tool. Source: Wikipedia

FEATURE:

Allin theFamily PART 2

Illustration by John Holland for The Partner Channel®. THEPARTNERCHANNEL.COM | FALL 2013

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CONTRIBUTORS ADRIANNE MACHINA

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

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

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.

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 channel, coupled with her understanding of Microsoft Partner needs, she can help Partners take their marketing to the next level.

JOE MECHLINSKI BONNIE ROBERTSON Email: Jmechlinski@entrequest.com Facebook: Joe.mechlinski Twitter: Joemechlinski LinkedIn: Revolutionizeyoursales

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.

CHARLES H. GREEN

Email: Cgreen@trustedadvisor.com Twitter: Charleshgreen LinkedIn: Charleshgreen

JOE MECHLINSKI IS A COMMUNITY ADVOCATE, speaker, entrepreneur, and chart-topping author. His debut book, “Grow Regardless”, became an instant bestseller. In 2001, he co-founded entreQuest, Inc., a Baltimore-based consulting ﬁrm, and the b4students Foundation, an organization that links corporate mentors with at-risk Baltimore high school students. Joe and his company have been featured on FOXNews.com Live and Bloomberg Radio and in the Baltimore Sun, Entrepreneur, The Daily Record, The Wall Street Journal Online, and The Baltimore Business Journal. The Daily Record tapped Joe for its “Successful by 40” list in 2010, and in 2012 named him one of Maryland’s Most Admired CEOs.

PAM MCGEE

Email: Pmcgee2@hotmail.com

CHARLES H. GREEN IS A SPEAKER AND EXECUTIVE EDUCATOR ON TRUST in professional services and other complex businesses. In his firm, Trusted Advisor Associates, Charles works with officer and manager levels in organizations, and his clientele includes professional services, financial services, commercial real estate, technology, construction, and other businesses selling complex services and internal consultative functions such as IT, legal, consulting, and human resources. In addition to “Trust-based Selling” and “The Trusted Advisor,” Charles has been published in Harvard Business Review, CPA Journal, American Lawyer, Commercial Lending Review, Directorship Magazine, and Management Horizons.

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.

CHERYL STREGE

TRACY FALEIDE 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.

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.

THEPARTNERCHANNEL.COM | FALL 2013

ON THE

HOMEFRONT

Thanks for the Endorsement,

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here seems to be a LinkedIn upgrade that’s all the rage: endorsements. Please don’t think I say this with any trace of ego, but it seems like I’ve been endorsed for a lot of things lately. Both for things I’ve done and things that I really don’t know much about (in that category is removing these errant endorsements). Maybe I’m to blame, as I seem to remember spending a few moments on LinkedIn one day, clicking a few boxes that described work I had done over the years. A disconnected amount of time later, I started to get these endorsement notices from both people I knew and people I didn’t quite recognize (I admit it: Sometimes I’m a little loose with the LinkedIn invite requests. If your title says something about Microsoft Dynamics, I’d like to know you.).

7()#( "2).'3 -% 4/ 4(% 15%34)/.x Do the endorsements actually mean something if the people who give them haven’t actually worked with me to see these endorsements in action? It could be the Norwegian in me, but it feels a little off to accept these virtual kudos. I’m sure that LinkedIn has a master scheme of staying relevant in our lives and providing value to a business community, but at what point are we just throwing accolades at each other to flesh out a profile versus providing real value and networking opportunities?

Conversely, is there a little part of us that is complimenting somebody via endorsement in hopes that we’ll get one back? Or is it really just a way to get rid of that blue box that pops up at the top of your LinkedIn proﬁle and feels like the right thing to do?

7()#( "2).'3 -% 4/ 4(% /"3%26!4)/.x While it’s hard to accept these endorsements, it does feel nice to give them to others. I log into LinkedIn, see your smiling faces, and why wouldn’t I want to say that you’re good at XYZ? Especially when I know that you are. Obviously you’re good at what you do if you’re still employed, right? You wily thing, LinkedIn, I’ve fallen directly into your trap. Next thing you know I’ll be focused on “All Star” status on maintaining my proﬁle to your high standards. It will be interesting to see if the endorsements stick around and if they are beneﬁcial to LinkedIn users. The thought behind it is legitimate – have peers endorse each other for their work, but that brings me back to the original question: If those peers haven’t seen that skill in action, should it really be endorsed? I have no real answers on this topic; just questions. That’s the beauty of a column, I guess. I can put my thoughts out there and see what you think. However, this assumes you will tell me what you think. Please drop me a line at Jenny@ thepartnerchannel.com and share your thoughts about these endorsements.

THEPARTNERCHANNEL.COM | FALL 2013

NEWS Accellos, a leading provider of supply chain execution software solutions, has announced that it has been named as a Great Supply Chain Partner by SupplyChainBrain. The 2013 Great Supply Chain Partner 100 List highlights technology implementations that have had a transformative impact on supply chain companies. SupplyChainBrain received nominations for hundreds of trading partners, across all areas of supply chain management, during its six-month online poll in which supply chain professionals were asked to nominate vendors and service providers whose solutions have made a significant impact on their company’s efficiency, customer service, and overall supply chain performance. Accellos appeared in the 2013 July/August issue of SupplyChainBrain magazine as a celebrated member of this year’s 100 Great Supply Chain Partner elite crew. AdvTrex, a Microsoft Dynamics Silver Certified Partner and ISV, is pleased to welcome Steve Stratton to its sales and channel development team. Steve has been working in the ERP software industry for more than 13 years, beginning with JD Edwards. While the majority of his career found him immersed in sales and the acquisitions of technology companies, recent years had him taking on more functional roles as a sales representative in the Microsoft Dynamics channel. Steve has a wealth of knowledge and experience in the areas of ERP, sales, and business process that will directly impact his current position in sales at AdvTrex. He holds a degree in mathematics/computer science. In July, former president of Diamond Municipal Solutions and most recently director of Microsoft Dynamics Partner programs and strategy at Microsoft Canada, Ron Budreau joined Altus Dynamics as COO. Ron has responsibility for the client services division, overseeing all Microsoft Dynamics ERP and

CRM implementation projects. While at Microsoft, Ron was a driving force in the development of the Microsoft Dynamics Partner ecosystem and a key contributor to the great business results the Microsoft Dynamics team achieved. Collins Computing Inc. was named as a Microsoft Dynamics President’s Club recipient for the 17th year of its 27-year history! Worldwide, Microsoft has many thousands of Partners but fewer than five percent of those Microsoft Dynamics resellers were honored for their accomplishments in the field of midmarket financial software in 2013. DFC Consultants is now accredited by the Better Business Bureau (BBB) for its positive track record, honesty, transparency, and integrity. The accreditation confirms DFC Consultants as a trustworthy company committed to exceptional customer service and to elevating the integrity of businesses in today’s marketplace. DFC Consultants has achieved an A+ rating from the BBB. DynamicPoint’s SharePoint Expense Management product accommodates Canadian tax requirements with full integration to Microsoft Dynamics GP and Microsoft Dynamics NAV. In Canada it is imperative that the employer collects the amount of an expense that is related to GST, PST, and HST when an employee completes an expense report. The DynamicPoint Expense Management application not only accommodates this requirement at the point of data collection during the creation of an expense report, but also automatically records the various tax amounts to the specific GL accounts. Dynamics Anywhere, a one-stop shop for mobile solutions, now offers a new hybrid framework that includes mobile solution development 100 percent inside of Microsoft

Dynamics AX. This enables users to leverage their current Microsoft Dynamics AX skills to customize Dynamics Anywhere solutions or to create their own. The framework also enables the ability to synchronize data to a device and work offline as well as online, ensuring continued user access to information and processes, even when not connected. The framework is HTML5 browser-based client and supports various operating systems (including iOS/Android/Windows) while offering a rich user interface. No extra client software is needed, and the single environment enables support of online and offline solutions. Learn more at www.dynamicsanywhere.com. Encore Business Solutions, a leading ERP reseller and ISV, has been named to Microsoft Dynamics 2013 Inner Circle and, for the 16th time, Microsoft Dynamics President’s Club. Encore was also selected as one of only three finalists for the Microsoft Dynamics Canadian Partner of the Year award. These multiple awards and recognition are a direct result of Encore’s deep expertise and reputation for continual, committed efforts at maintaining a high standard of delivering valuable services and solutions that help its clients achieve increased success. Gorilla Expense is pleased to announce two major updates: the latest release of its Integration Manager and the ability to enter VAT/GST amounts to expenses through its mobile app. The updated Integration Manager provides additional mapping options and allows clients to push T&E expense data to Microsoft Dynamics NAV or Microsoft Dynamics GP with the single click of a button. Gorilla Expense was also honored to be selected from several companies by Microsoft last year at the prestigious DEMO conference for demonstrating product innovation. Learn more at www.gorillaexpense.com.

Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Winter 2014 issue of the magazine. 12

FALL 2013 | THEPARTNERCHANNEL.COM

Kamp-Data, Inc. is pleased to announce the latest release of its sales tax management software, DynamicZip! An all-new import supports multiple tax rate databases, allowing users more options and ﬂexibility in pricing. Enhanced application of statewide and countywide tax schedules results in fewer and easier-to-use tax schedules. Tax schedule selection has been streamlined and is easier to replicate in other third-party applications. Customer and vendor address management has been optimized to quickly process thousands of customers or vendors at a time. KampData now provides FIPS codes, Place Names, and ZipPlus4 County ﬁles that can help users eliminate multiple names for a single place, eliminate multiple FIPS codes for a single place, and use USPS city names. Download the solution at www.kampdata.com.

205, Hartland WI 53029; the new number is 262-361-4950. New location details can be found at www.panatrack.com.

With its continued success in delivering integrated barcode solutions for tracking inventory and ﬁxed assets to the Microsoft Dynamics GP community, Panatrack! has outgrown its old location. The company’s new address is 1320 Walnut Ridge Drive, Suite

Coming soon for Partners selling the eBanking Suite for Microsoft Dynamics AX, Sandler*Kahne Software will be publishing a stack of training videos, tailored to assist Partners in implementing the ﬁve-module suite. In addition, the ISV just released a

Paperless Business Systems, Inc. (“Paperless”) has consistently performed as a fast-growing B2B solution provider and was recently recognized for the fifth time on a leading survey of privately-held fastest growing American companies: the 2013 Inc. 5000 list. A self-financed business systems software company with a team that has grown to more than 40 in the past year, Paperless has leveraged its expertise in business systems, financial applications, web design, and software development to create a winning formula for its web applications: ease-of-use, quick return on investment for clients, scalable technology platform, and customer satisfaction.

price reduction of Positive Pay to $2,000 for all Microsoft Dynamics AX customers, regardless of user count. The organization was also honored in July to be part of the Microsoft Dynamics President’s Club, the ninth year the company has earned the designation. As part of its commitment to food and ingredient manufacturing industries, SBS Group, a leading business software supplier, exhibited at the 2013 IFT Food Expo in Chicago in mid-July. The IFT Food Expo is the largest tradeshow in the industry, showcasing the latest trends in the areas of food ingredients, equipment, processing, and packaging. TARGIT and LS Retail (the leading provider of end-to-end solutions and services for the retail, hospitality, and forecourt industries based on Microsoft Dynamics and .NET technology) have joined forces to oﬀer a new and specially-designed IT business intelligence (BI) solution that will give retailers worldwide a much needed overview of their business and performance.

888.205.1531 | www.highjump.com/truecommerce Visit Us at Partner Connections and GPUG Summit | Booth 834 THEPARTNERCHANNEL.COM | FALL 2013

EVENTS /#4/"%2 Enterprise Academy L200 Industry Training: Manufacturing October 14-18 Chicago, IL https://training.partner.microsoft.com

Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class October 14-November 1 Fargo, ND https://training.partner.microsoft.com

The Partner Connections Event October 20-22 Tampa, FL www.thepartnerconnectionsevent.com

Integrated Sales & Marketing Workshop October 22-24 Irvine, CA https://training.partner.microsoft.com

Enterprise Academy L200 Industry Training: Retail October 28-November 1 Chicago, IL https://training.partner.microsoft.com

./6%-"%2

NAVUG Forum October 22-24 Tampa, FL www.NAVUGforum.com

AXUG Summit October 22-25 Tampa, FL www.AXUGsummit.com

GPUG Summit October 22-25 Tampa, FL www.GPUGsummit.com

Microsoft Dynamics AX Institute: Winter Session January 13-February 7 Fargo, ND https://training.partner.microsoft.com

eXtremeCRM 2013

&%"25!29

November 3-6 Anaheim, CA www.extremecrm.com

Microsoft Dynamics AX Fast TrAX Enterprise Academy Developer Class

Microsoft Dynamics Convergence 2013 EMEA November 4-6 Barcelona, Spain www.microsoft.com/dynamics/ convergence/emea13

Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class November 4-22 Atlanta, GA https://training.partner.microsoft.com

CRMUG Summit October 22-24 Tampa, FL www.CRMUGsummit.com

*!.5!29

Demo2Win! Workshop for Microsoft Dynamics Partners November 5 Irvine, CA https://training.partner.microsoft.com

Discovery2Win! Workshop for Microsoft Dynamics Partners November 6 Irvine, CA https://training.partner.microsoft.com

Integrated Sales & Marketing Workshop November 13-15 Dallas, TX https://training.partner.microsoft.com

February 3-21 Fargo, ND https://training.partner.microsoft.com

Demo2Win! Workshop for Microsoft Dynamics Partners February 5 Dallas, TX https://training.partner.microsoft.com

Discovery2Win! Workshop for Microsoft Dynamics Partners February 6 Dallas, TX https://training.partner.microsoft.com

Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class February 10-28 Fargo, ND https://training.partner.microsoft.com

-!2#( Microsoft Dynamics Convergence 2014 March 4-7 Atlanta, GA www.microsoft.com/dynamics/ convergence/atlanta14

Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class March 17-April 4 Fargo, ND https://training.partner.microsoft.com

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. 14

FALL 2013 | THEPARTNERCHANNEL.COM

!02), Enterprise Academy L200 Industry Training: Public Sector

Discovery2Win! Workshop for Microsoft Dynamics Partners

Enterprise Academy L200 Industry Training: Services

April 1-3 Denver, CO https://training.partner.microsoft.com

AprilÂ 10 Chicago, IL https://training.partner.microsoft.com

April 22-25 Fargo, ND https://training.partner.microsoft.com

Enterprise Academy L200 Industry Training: Retail

Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class

Enterprise Academy L200 Industry Training: Manufacturing

April 8-11 Atlanta, GA https://training.partner.microsoft.com

April 14-May 2 Fargo, ND https://training.partner.microsoft.com

April 28-May 2 Dallas, TX https://training.partner.microsoft.com

Demo2Win! Workshop for Microsoft Dynamics Partners

Microsoft Dynamics AX Fast TrAX Enterprise Academy Developer Class

April 9 Chicago, IL https://training.partner.microsoft.com

April 28-May 16 Fargo, ND https://training.partner.microsoft.com

Convergence EMEA is back!

Meet the rest of the Microsoft Dynamics community in Barcelona from 4 â&#x20AC;&#x201C; 6 November 2013.

Get the latest information on Microsoft Dynamics CRM, Microsoft Dynamics NAV, and Microsoft Dynamics AX, plus major product announcements.

THEPARTNERCHANNEL.COM | FALL 2013

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FALL 2013 | THEPARTNERCHANNEL.COM

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t is that time of year. There is something about the fall season that makes me want to renovate, refresh, redo, or even just clean out a closet (which is always needed in my life). I am not sure if it is because of years of getting ready for â&#x20AC;&#x153;back to schoolâ&#x20AC;?, or if it is a holdover of listening to Mother Nature on the prairie saying â&#x20AC;&#x153;get organizedâ&#x20AC;? for winter. Regardless, the concept of rebooting and rethinking stirs something in me that provides an opportunity to refresh the way that I view the world and myself in it. In business, such as in life, it is essential for growth and evolution to periodically step back, assess, and decide how to move forward. While most businesses are constantly evolving and improving, the reboot/refresh serves an organization diďŹ&#x20AC;erently and involves the process of looking at the business through diďŹ&#x20AC;erent eyes. As part of our process of adapting, we get used to the way things are around us. Without being consciously aware of our surroundings, we can take greatness for granted. We may begin to overlook problems. Some of those problems can grow into barriers for future growth. Cleaning and reorganizing a closet or remodeling a room in the house provides an opportunity to take a fresh point of view on what has become comfortable but perhaps not sustainable. But how in business, with all there is to do and get done, do we step back to move forward? Commitment is key. We must be committed and believe that a review of our business vitals will, in fact, provide us with potential new insights and perhaps even strategies. As leaders and entrepreneurs, this is an essential discipline likened to the need for an annual physical to keep us healthy. Just like our yearly physical, we can ďŹ nd numerous and legitimate excuses for not taking the time to go through the routine. Courageous commitment is based upon the knowledge that while things seem okay now, prevention is the best medicine â&#x20AC;&#x201C; for our business and ourselves. So letâ&#x20AC;&#x2122;s get to it. What do we do to determine if our business systems are healthy and functioning at optimal levels? Step back. View the business through the eyes of others. The best place to start is with those at the center of our business â&#x20AC;&#x201C; our customers.

6)%7 4(2/5'( 4(% %9%3 /& 9/52 #534/-%23 Choose a couple of your best and most loyal customers. Add one or two customers who have been inactive or frustrated with your business this past year. Set all ego and excuses aside and look at your business and team through their eyes. Call them; better yet, visit them in person if possible. Ask questions and listen, listen, and listen some more. Why do they do business with you? What were they hoping to solve or improve in their business by contracting with you? How do they communicate what is working for them, and who and how do they contact your team when something isnâ&#x20AC;&#x2122;t working as well as it should? Did

they accomplish what they set out to accomplish? How? What did your team do to help them to meet their goals â&#x20AC;&#x201C; or do to get in the way? If they were you, what might they do diďŹ&#x20AC;erently? If they were you, what might they do more of to help? If these questions do not provide you with customer insight into your business processes, team skills, and perhaps even your future strategy, then ďŹ nd other customers who will, and listen more intently. Make note of what you have heard, what might need more discovery, and what you will want to do more of or less of in the future. Next set of lab work â&#x20AC;&#x201C; your team.

6)%7 4(2/5'( 4(% %9%3 /& 9/52 4%!Customer perspectives are essential although not always complete. The customerâ&#x20AC;&#x2122;s side of the story usually requires more dimension and analysis. This is where your team comes in. Bring your teams together and ask again, and listen, again. What do they believe has been their best work in the recent year? What would they have to do better? Why does what they do matter to your customers? How can you do more of what really matters to the customers? What does your team need to succeed? What can the organization do to foster success, especially from the customerâ&#x20AC;&#x2122;s perspective? These are not an exhaustive list. More will come to mind as you listen to your team explain the business processes, the beliefs they hold about working together. Clarify confusion. Facilitate problem solving. Hold people accountable to the customer and each other. Be willing to change yourself â&#x20AC;&#x201C; which is one of the greatest motivators that any leader can provide.

2%6)%7 4(% /54#/-%3 !.$ 2%35,43 $)!'./3% !.9 .%%$3 &/2 #(!.'% When you listen intently to customers from both ends of the spectrum and sincerely tune into the experiences of your team, interesting cause and eďŹ&#x20AC;ect relationships begin to appear. The lack of recognition for good work can result in less than stellar eďŹ&#x20AC;orts with the customer. Abusive customers that go unchecked can result in abusive and dysfunctional behaviors within a team. Integrity and openness amongst your team usually result in more eďŹ&#x20AC;ective customer interactions. The cause and eďŹ&#x20AC;ect impacts between your team and your customers naturally lead right to the bottom line. InďŹ ghting amongst team members is costly. Collaboration and customer attention drives revenue and proďŹ ts. Finding changing needs amongst your customers might open up new opportunities. So take the time to look and to listen. Be honest with yourself and the team. Refresh, reboot, reconsider, and regroup. Even if you ďŹ nd little need for changes, stepping back, testing perceptions, and analyzing the business provides an opportunity for a recharge of conďŹ dence. THEPARTNERCHANNEL.COM | FALL 2013

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SEE CHANGE DIFFERENTLY:

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story by JOE MECHLINSKI | illustration by JOHN HOLLAND

s you are most certainly aware, we live in a complex world in a perpetual state of change, one that is not satisfied with what we have today. Often, we experience this change in the form of upgrades, be it the next best cell phone or a novel modification in online delivery platforms. In fact, many instances of upgrading are nothing more than necessary change to meet competitive demand. As things become more complicated, competition becomes stiffer. This forces us to address several critical questions: How do we overcome change, get comfortable with moving faster every day, and satisfy the constant need to adapt? The way that I see it, there are three things you need to possess to deal with corporate change. You need to be dynamic. You need to be defiant. And you must absolutely be driven.

DYNAMIC Being dynamic is one of the keys to adopting a “change-focused” mentality. The approach to being dynamic is tri-faceted. First, you must be agile. Innovation is a continuum, not a fixed point. There is never a time when an innovator stops and says, “I’ve done it! I’ve reached the end of innovation.” We are always somewhere on the curve – we will forever be upgrading, whether to the next iteration or to a whole new solution. Second, you have to be flexible. Either learn to possess it, or surround yourself with it. The distinction here is learning that our destination is based on intention, not on a pre-determined outcome we hope to achieve. Yesterday’s solutions are not for today’s problems. Learn how to marry the problem, not the solution. If all you are focused on is the end result, you will never find your next big thing. Finally, be versatile. It’s been said before: We need to think outside of the box, and we need to surround ourselves with people who think that way, too. But, it has been said before for a reason. According to Jerry de Jaager and Jim Ericson’s book “See New Now”, “A study of the top fifty gamechanging innovations over a hundred-year period showed that nearly 80 percent of those innovations were sparked by someone whose primary expertise was outside the field in which the innovation breakthrough took place.” This means that versatile is not necessarily a room filled with ivy-league business grads who feel their idea is going to invent the next big thing. It means pulling people from all industries who can provide a new and fresh perspective. Question: What are you doing to help heighten your chances of finding innovation, knowing there’s only a 20 percent chance that it is coming from within your industry?

DEFIANT In my mind defiance does not mean a jaded, Breakfast Club-esque group of employees who inhibit progress and innovation. Rather, I am suggesting that a defiant mindset is one that is willing and able to always question the status quo. Ideally, you should come to the realization that the status quo no longer exists. You also need to be defiant to your beliefs. It is nothing but harmful to think that you know what your customers want and that your next

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solution is the best and only one. When is the last time you had developed all the way down to a solution and realized that the answer you had was not the answer to the question your customers were asking? This is where I hang my hat on intention versus outcome. Learn how to enjoy the journey and intention, but be defiant to the path you’ve chosen knowing that it may have to change tomorrow. Let me share with you the example of Keurig. Once upon a time you had three options for coffee: brew it at home, prepare an instant coffee, buy it on the road, or get subpar coffee at the office. The prevalence of poor office coffee was such that it’s become a running cultural joke. The instant coffee option offered all the ease and timeliness of a cup of boiling water and a scoop of instant grounds, but none of the flavor of properlybrewed coffee. As one can imagine, this in and of itself was not a blockbuster, especially so in today’s world of widely-available gourmet coffee. Enter Keurig, who took the same concept of instant coffee but added a gourmet twist. What’s so radical here? The product is positioned differently, packaged differently, and was made to be the “go-to” coffee solution for discerning offices – and look how prevalent (and copied) the concept is now! Keurig took something that was subpar – the bland, burnt, and boring workplace coffee – and packaged it in a way that appealed to mass office environments for its convenience and because the alternative was just plain bad. In turn, they have been able to make a huge profit in an otherwise over-served market, and in doing so, have allowed you to instantly have whatever flavor of coffee or tea you desire. So what’s the lesson? NEVER be satisfied with where you are because when you are, someone else is working on upgrading your best solution. Be defiant to what you see as the norm, the constant, the “tried and true” way of thinking. We don’t know all the answers, but we may be just a moment away from the next great thing if we can elevate our thinking.

DRIVEN I believe that this is the most important of the 3 “Ds” I share with you today because it takes drive to maintain the excitement and focus you need to compete in today’s marketplace. I am not about to tell you anything you do not already know. I would challenge you, rather, that you are not doing it. And if you think you are, I challenge that you can do it better. You need to be driven to gain knowledge – you need to consume it, get out of your current circles or groups,

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and ﬁnd more people. It might be attending seminars, reading, or having your staﬀ train each other. Help them become more dynamic and drive themselves to improve professionally and personally. You need to have the grit to do more. Although this is the most important “D”, it’s also the easiest to achieve. You have to be driven by your intentions while striving for continuous improvement. You might be asking, “How do I drive all of this in my life and my organization?” The answer is RESET, a topic we covered here in The Partner Channel Magazine® earlier this year. As a refresher, here are the steps to RESET: » Recognize: Awareness is everything. You must be willing to admit there’s room for improvement. » Expose: Be willing to get to the core issue. Have candid conversations. Shine a light on the elephant in the room. » Surrender: Be vulnerable. Accept, acknowledge, and apologize. Take full responsibility for the moment. » Empathize: Make sure the other people involved feel validated and valued. » Terms and Timeframe: Establish the new world order and a timeframe for achieving it. With proper application, RESET is the key to dealing with change and the turbulence it can cause.

PULLING IT ALL TOGETHER In the last few short paragraphs, I have outlined the 3 critical “Ds” of succeeding in the face of change. I know that if you find a way to attach yourself to your intentions, and not to your outcomes, and if you’re agile in attacking your goals, you will find the solutions for which you strive. My best advice for you is to employ RESET in your organization to really drive change. If you get comfortable with the lack of status quo and forge your own path, you will surmount any of the obstacles in your way. If you can employ RESET to your organization, and build a team that is dedicated to working hard, accomplishing the goal, and changing one another, your company will have the flexibility it needs to focus on upgrading. If any of this resonates with you, I recommend picking up a copy of my New York Times best-selling book, “Grow Regardless”, about how to survive in business regardless of climate, size, or industry. Even better, send me an email at Jmechlinski@entrequest.com, and let’s talk about your challenges!

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MARKETING

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L E A DE R S H I P

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Keeping Up

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...or Keeping Up With the Joneses? story by ADRIANNE MACHINA | illustration by SETH REXILIUS

very time we are presented with a marketing opportunity, we should be asking ourselves: Why are we doing this? Will we build awareness? Establish credibility? Get more leads? Increase sales? Or are we just copying what other people are doing, hoping that they know what they’re doing? A while back I was working with an EMC channel Partner who sold backup and recovery, server storage, and virtualization services. The CEO flew frequently, and for some reason really, REALLY wanted to advertise in the “Hemispheres” magazine from United Airlines. The costs of running such an ad were astronomical. And the chances of the CIO of an enterprise-level company reading the magazine, resonating with the ad, and taking action were miniscule. On the stack of marketing priorities, this one was clearly at the bottom for me. But this marketing tactic was high on the CEO’s list because he had a friend who was doing it, and the friend thought it was a good idea. In this case, the no-go decision was relatively easy because the costs involved were so high and the return so low (and our budget had already been committed to other activities!). But what about when the costs are lower — or even “FREE”? Let me give you an example. Recently I had a client who “needed help with social media.” What quickly became clear to me — and to them — was that their initial impetus for starting the social media project was just because other agencies like them were doing social media. So together we embarked on a six-month project to achieve business results through social media efforts. As a partially not-for-profit, partially state-funded agency, the first thing we had to do was fix the donation page on their website. The second thing we had was fix their messaging. The third thing we had to do was build a marketing funnel that would guide visitors into becoming a committed volunteer or donor. Then, FINALLY, once we had the strong foundation and strategy in place, we could begin implementing the social media strategy that would support the business goals. I’m sure that if you are the owner, managing partner, sales director, or marketing director of your firm, you get approached on a regular basis to make marketing decisions with tools or technologies that are not 100 percent familiar to you. You are regularly forced to decide if you are keeping up with the Joneses — or keeping up with the times.

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Here are five questions to help you decide whether to invest — or not: 1. What percentage of readers/visitors fit the profile of my ideal client or Partner? If your ideal client is only a small percentage of the overall audience, you are keeping up with the Joneses. Focused marketing yields better results and lower costs. 2. Am I creating an asset I can re-use in various ways? For example, if you decide to create a webinar that tackles a hot industry issue, you could make this webinar available on demand. Or if you write a submission for Microsoft awards, you can turn it into a case study. You can use these assets as an offer on your website and in advertising. Before you say YES to the initial investment, say YES to the entire strategy. 3. Is the cost negligible? Let’s say you decide to spend $100 to set up social media profiles on the most popular social media sites using a program like KnowEm (http://knowem.com). You’re not sure what you want to do with social media, but you know you want to secure your company name. As long as you’re not doing this too often, you can take small risks that don’t threaten or cost much. 4. Are you committed to follow through? Social media requires generating and sharing content on a regular basis. Search engine optimization also often takes months to see results. Give yourself at least six to 12 months commitment time to a new marketing endeavor before you decide whether it was worth it — or not. Put proper planning and procedures in place so you can maximize your chances of success. 5. Is NOT taking this action damaging your brand/business? A perfect example here is re-vamping your website. If your website is more than five years old and hasn’t been touched, you are not keeping up with the times. Look how quickly technology changes! If your website is bad or outdated, people will assume your company is outdated. To maximize your return on investment, every marketing effort should be designed to achieve one (or more) of the following goals. 24

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Raise awareness with your target market Raise credibility or likeability with your target market Bring in quality leads Boost sales While my focus as an external marketing director is to run a lean, mean marketing machine, there’s nothing wrong with keeping up with the Joneses if you can aﬀord it. Hey, if you want to advertise at the Super Bowl or buy all your sales guys orange Lamborghinis and put your logo on the side, that’s great! But if it’s not going to meet one of the ﬁve criteria above, it’s not marketing. It’s just spending.

Building Community Around Readiness Independent networking groups for software implementation professionals, consultants, technical sales engineers, sales professionals, marketing and leadership roles specializing in Microsoft Dynamics®. Upcoming Events The Partner Connections Event Sunday, Oct. 20 - Tuesday, Oct. 22 Tampa, FL

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Fall Education Focuses: 8 Microsoft Dynamics AX 2012 – Unlocking the Data and Security Models 8 Life Cycle Services 8 Microsoft Dynamics AX 2012 Upgrade Best Practices 8 Mobile Applications Development 8 Industry Success with Microsoft Dynamics AX

Explore the full line-up of webinars at:

AXPartnerConnections.com Upcoming Events

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The Partner Connections Event Sunday, Oct. 20 - Tuesday, Oct. 22 Tampa, FL

Fall Education Focuses: 8 8 8 8

Yammer: Unlocking Social Enterprise Marketing Pilot: A New Dimension Microsoft Dynamics CRM 2013 (“Orion”) Readiness Compete: Latest Best Practices

Explore the full line-up of webinars at:

CRMPartnerConnections.com Upcoming Events

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The Partner Connections Event Sunday, Oct. 20 - Tuesday, Oct. 22 Tampa, FL

Fall Education Focuses: 8 Strategies for Life-Long Customer Relationships 8 The Future of Microsoft Dynamics GP 8 MVP Secrets Unveiled

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GPPartnerConnections.com

TPC INTERVIEW The Partner Channel sat down with Neil Holloway, vice president of sales and operations for Microsoft Dynamics, to talk about a variety of topics, including how “One Microsoft” will impact Microsoft Dynamics and Partners, his thoughts on new opportunities, and his advice for Partner organizations. Neil has a lot of passion for his job, and one year into the role, it hasn’t waned. We bring you now… Neil.

Neil Holloway vice president of sales and operations for Microsoft Dynamics

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illustration by TRYGVE OLSON

THE IMPACT OF “ONE MICROSOFT” ON MICROSOFT DYNAMICS Steve (Ballmer) called Microsoft Dynamics Partners the company’s most loyal Partners worldwide. The acceleration that’s happening now is what customers need as business solutions are a way of transforming their business and will accelerate their growth in the forthcoming years. The most important thing is absolutely what Steve and the leadership team are doing – sharpening our strategy, unifying our services, and defining what that means in the new world. These changes will enable Microsoft to innovate with greater speed and efficiency so that customers get better, more connected experiences more rapidly. Our strategy is to create a family of devices and services for individuals and businesses that empowers people around the globe. It’s important to serve people at home, at work, and on the go in the activities they value the most because in the new world, it’s all about people. Microsoft Dynamics is seen as a strategic opportunity for the company – Steve has made that super clear – and it’s aligned to the overall strategy. Microsoft Dynamics has kept its reporting status into Steve because of the importance of the business. Aligning with Qi (Lu)’s organization, where they leverage Bing® as a platform, Office 365™, Skype, and Lync®, is a huge partnership from an engineering perspective and will bring an enormous sense of richness to our products. We will continue to see the same integration with the Cloud and Enterprise Group, the Applications group, the Marketing group, the Sales, Marketing and Services Group, and other cross-company teams.

UNITING CUSTOMERS AND TECHNOLOGY We’ve been talking about the “Dynamic Business” for a while. In his keynotes, Kirill (Tatarinov) talks about the importance of uniting users and technology with regards to productivity and line of business applications. It’s all about aligning the processes, remembering the anchor of people. When you look at an organization, people have devices, PCs, and tablets where they need to be productive (Office), collaborative (SharePoint®, Lync, Skype, and Yammer), social, and finally, the magic sauce of all that is what they do with business processes. We have a great opportunity here. We know our consumers better than anybody else. When Steve talks about a world of devices and services, a differentiator between us and competitors is that nobody else is going to

have this unique blend of a people-centric approach and consumer insight.

THE “ONE” IMPACT ON PARTNERS For us, the organizational structure is how we run our business internally. For Partners, the resulting benefits are huge. We’ve broken out this focus on business solutions and are asking Partners to grow their businesses in specific ways. One of the things we talk about with customers and Partners is what makes Microsoft Dynamics solutions unique. We have a great product, but we need to differentiate from competitors. I feel that differentiator is that we understand consumers better than anyone else. Whether Partners are selling into the mid-market or enterprise, the value proposition is the same; it’s just a different scale. ERP Partners might also look into how they can offer other solutions, whether that’s taking on Microsoft Dynamics CRM or Office 365. Then when you marry ERP or CRM with those additional productivity or business applications, Partners have a broader offering and can grow their business through the multiple products they support.

NEW PARTNERS, NEW OPPORTUNITIES We’re seeing more and more interest from global systems integrators (SIs), corporations like IBM, and Partners who are primarily focused on Microsoft Office and Office 365. When I think about transformation to the cloud-based solution, we need a different skillset because these Partners are no longer selling to IT teams, they’re selling to business divisions. As we become more successful with Microsoft Dynamics AX and Microsoft Dynamics CRM, businesses that have had a focus on Oracle and SAP are finding that they need to build a Microsoft practice. These Partners are seeing consumer demand worldwide for manufacturing, professional services, and retail-focused solutions, which can be met with Microsoft Dynamics AX. We have stepped up our engagements with Partners to bring greater focus to vertical solutions, and to build repeatable IP that can be scaled from small businesses to the enterprise. Microsoft Dynamics AX has gone through a transformation and has changed a lot in the last 18 to 20 months. The functionality is much richer, and while the early implementations took longer, we’re seeing more Partners able to do fast deployments with Microsoft Dynamics AX

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2012 R2. We have the opportunity for existing Partners to see how they can scale their business. Additionally, Partners in the enterprise are up against huge direct sales teams with Oracle and SAP. To help them, we are training Partners to sell into the enterprise and providing them with the support they need to be successful. We remain fully committed to the SMB space. One key way we are following through on this commitment is by helping mid-sized businesses get to the cloud. And it’s through Partners that this will happen. Partners such as Abecon are invested in hosting Microsoft Dynamics solutions on Windows Azure, committed to providing a Microsoft Dynamics NAV solution on Azure. This opportunity will help our Partners grow their businesses. If you go to Microsoft Dynamics CRM 2013, we have a solution that enables the customer to have access to their data through a really rich UI and have actual intelligence on any device at any time. This is enabling Partners to fully understand how Microsoft Dynamics CRM integrates with SharePoint and Yammer to create a comprehensive business solution. Microsoft Dynamics Partners have an increased opportunity to drive integration and sell the full spectrum of Microsoft offerings, including Microsoft Office 365 and other products. With the ability to build their own intellectual property, Partners can provide solutions that align with customers’ business needs. Anywhere you go, there is definitely a demand.

YOU NEED TO DIFFERENTIATE YOURSELF We’re making sure we focus. As you know from conversations with Doug (Kennedy), one of the messages was to focus and make sure you know where the unique value proposition is, whether that’s building specific IP or templates that allow you to differentiate your offering. If you look at our most successful Partners, all of them over the last two or three years have had a specific focus, whether that’s professional services, retail, or financial services. Partners need to have a way of differentiating themselves in the market. This is key to successfully engaging with customers. A great example of this is Cooper-Parry in the UK. They were a Microsoft Dynamics NAV Partner and thought they should either take Microsoft Dynamics NAV up market or move to Microsoft Dynamics AX. They worked out where they won previously, and found it was in UKbased transportation businesses. They now sell in the cloud, sell Office 365, require less technical resources and more sales and marketing help,

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have worked out a template for their solution, and their sales are up 50 percent over last year. You need to think about where you can diﬀerentiate yourself. One of the things I talked about at the Worldwide Partner Conference (WPC) was that in a perfect world with Microsoft Dynamics CRM 2013, a Partner not only needs to know Microsoft Dynamics CRM, but also Yammer, SharePoint, and Oﬃce 365. I challenged Partners to focus on how they would expand the portfolio of what they have. Would they acquire a company? Would they hire and train? Would they make partnerships? For a long time we’ve talked about partnering. What the customer needs and where this industry is going is through more partnering. By understanding what customers need to be successful, by continuing to focus on enterprise verticals, and by investing in our Partners and building our Partner ecosystem, we can take advantage of the great market opportunities. It’s better to partner and win together than to go alone and lose the deal.

PULSE ON PARTNERS I think Partners are doing great. Microsoft Dynamics GP and Microsoft Dynamics NAV Partners love what they’re doing and are pushing more to the cloud. They feel great about the products and about having a balance between their installed base and winning new customers. Microsoft Dynamics AX Partners are super excited about the opportunity. There’s lots of interest in the big deals around the world, and they’re thinking about how they accelerate their business. Microsoft Dynamics CRM Partners see Microsoft Dynamics CRM 2013 and are loving the new UI and what we’re doing around social to ensure that it’s woven into the solution. They’re supporting multiple devices…but prioritizing Windows phone first. We’re super excited as a company that the product will allow us to go after a sweet spot of business transformation. We’re really making sure the engagement is right, nurturing an existing customer and making it personal to bring it all together. Over the last five years, there has been time spent wondering if Microsoft was conflicted with the addition of business applications. Now it’s been cemented that they’re absolutely critical to the business, and Microsoft is investing in our engineering, sales, and marketing. To those loyal Partners, you’re part of this dynamic business. Whatever you sell, you’re the linchpin in making us successful. All of you are business owners, and to hear that somebody is betting on you to win is super powerful.

LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Ed Gonzalez of EHR for winning our Summer 2013 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.

All in the Family Constant Traveler Crestwood Systems deFacto Global Inner Circle

Management Marketing Member Microsoft Dynamics Mr Spock

Neil Holloway New Rules Partner President’s Club Regional Awards

Sales See Change Differently Step Back The Joneses The List Mobile

The New Workplace The Partner Channel TPCE Upgrades WPC Awards

A L L I N T H E F A Y A W O L L O H L I E N C T S C I I M A N Y D T F O S O R C I M T M R E H N E I L L A B O L G O T C A F E D N H E N K E R E G I O N A L A W A R D S N T E E E M C R P M I C R O S O F T D Y N A M I C F W L B R A A M A N A G E M E N T R S E T L S F R I E E M R U R E W S S A L L E S C R E A L I G S C S E T L A W P E B E T R S P T L L U N D N T A T C N C W R C D M R H L T S R E D P L E I M L W A E S A U A A E E E S N T S L E G R G T O P O A R T L L W R M L P E L R R S F R S N E B K O L C N A E A G N E A S N I E N A A D A K I R D P H E N S R P T V R E K N N R C D R H R L O S K A D O R D U A A T N C N E N T E A C A E W Y R N I I S D N B R N O A E R S E E W E M P W S O N S G T S R P T T J B R B T S R A E S A E T W E E E L E M E T E N P C U L Y S C S S R N E W L R R B E R T N R E E I L N S S P I E T E M E R P M S B M S A C H T R C E T A W L R N H S N S E T L N E R T H T S O O W T S E R C C T E E M A N A G E M S L S E S E N O J E H T N L N H C P T A L L I N T H E F A M I L Y R S T L E T T H E P A R T O R E G I O N A L A W A R R D S W P C A B U L C S T N E D I S E R P U P G R A S E E C H A N G E D I F F E R E N T L Y C P W

O N M T E H G E A P N A A R M T S N C E I R M C A M N R Y S D P T O F C O K S T O H R E C L I I M S

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LEADERSHIP

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The Constant Traveler

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story by TRACY FALEIDE illustration by SCOTT THUEN

’m not going to lie. The thought of learning something new sometimes wears me out. Like you, my To Do list is Too Long. There doesn’t seem to be room for things like webinars on lean process improvement or researching new team-building approaches. My overwhelmed internal voice sometimes whines, “don’t I know enough already?” The truth is, nobody knows enough. That’s perhaps the only thing we all know for sure. Whenever we start a new project, we need to learn a bunch of new things. When we get promoted or add a new team member, we need to learn new skills and approaches. When projects go oﬀ the rails, we need to learn why and how to get them back on track. But instead of embracing this need to learn, we drag our feet and think we can tackle challenges without adding new knowledge to our old brains. We convince ourselves we can power through it because taking the time to prepare by acquiring new knowledge seems tedious and even unproductive. I’ve fallen into this trap many times. Each time, after ﬁnally clawing my way out of whatever deep rut I was in (because I was under the delusion that I already possessed the know-how to get out easily), I swore I’d be better prepared next time. And then I encountered my overwhelming To Do list, and the cycle started again. It seems some kind of trickery is in order. We need to wrap our pills in peanut butter, so to speak. But like our wisened pets, we won’t easily be fooled. How then do we make all our required learning fun and not wearisome? While attempting to solve this puzzle, I created yet another

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overwhelming list. So I took a break by planning an upcoming trip. Soon I was happily researching scenic drives and assembling perfect wardrobes for adventures rich in local flair and flavor. Nearly two hours of knowledge acquisition went by, and not once did I balk. While still feeling the buzz of trip preparation, I took another look at my original problem. What if we turn our learning tasks into mini vacations? After all, aren’t learning experiences like journeys through unchartered territories in our brains? Instead of getting overwhelmed at the thought of keeping up with constant change or – worse yet – pretending we can just wing it, we need to become constant travelers. Most of us love the thought of traveling, but we wouldn’t dream of taking a trip without first being prepared. We don’t like the extreme duress of being overseas when we realize our credit cards are about to expire. It’s simply not practical or safe to foray into an unknown city’s underground rail system without first acquiring a basic knowledge of the routes and interchanges. We’d rather not have to be air-lifted off the mountain trail because ill-fitting hiking boots rendered our feet un-walkable. And although we love watching programs about rugged adventure travel, we aren’t naïve enough to be unaware of the months of preparation, location crews, and safety precautions that precede and surround the supposed seat-of-the-pants cast members.

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Here’s how your journey as a constant traveler begins. For every “trip” you take during your week, like pitching to a prospective client in a market new to you, welcoming a new team member to the fold, or incorporating a new tool to your project management process, you simply make time to pack your bag and chart your course. Ask yourself these questions: » Where am I going? » What will I need along the way? » What new things will I potentially encounter? » Do I have the right currency? » Do I know enough of the language to be sure I’m understood? » Do I know the history and culture of the place so I find the hidden treasures and avoid social blunders? » Do I know the dangerous places I should avoid? » Who is coming with me and have they packed their bags? Thinking of every new task, tool, gadget, conflict, or concept you need to learn about as an adventure-filled trip can help you swap anxiety for anticipation. It may even encourage you to share your travelogues (but not with boring slide shows, please!). If learning really is an adventure, won’t you want to send postcards along the way and encourage friends and colleagues to come along? I can already see the “Lean is for Lovers” bumper stickers I’ll pick up on my first trip!

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SALES

M A R K ETI NG

L E A DE R S H I P

SELL ING TO

MR. SPOCK

story by CHARLES H. GREEN | illustration by DAVE SWANG

tar Trek’s iconic Mr. Spock was half-Vulcan, half-human. It’s the former we ﬁrst notice in Spock – Vulcans are governed entirely by logic and rationality, unencumbered by emotions. But it’s the latter that takes Spock from caricature to character. Spock mirrors our own schizophrenic, rational/emotional natures. He is the sock puppet for humanity, allowing us to look at ourselves afresh. Of course, you wouldn’t know that from looking at economists, strategy consultants – and much of the B2B sales literature. They suggest that people, particularly smart business people, are mostly rational decision makers, persuaded by well-established rules of scientiﬁc evidence, logic, and the inexorable rules of mathematics. In other words – they treat buyers like Vulcans. But as with Spock, the truth for buyers is far more complex.

MY BRAIN’S BIGGER THAN YOURS In recent weeks I’ve spent a lot of time with B2B sales organizations. I’m reminded of how much business people have bought – hook, line, and sinker – the idea that customers buy through rational decision-making. The economists’ models are live and well in sales training programs. Feeding the ratiocinating Vulcan side of buyers is necessary. But it is almost never suﬃcient. The true role of the intellect in B2B buying is as follows: Buyers scan options rationally, but they make their ﬁnal selection with their emotions – then rationalize that decision with their brains. The cognitive role in buying is vastly overstated. Brains don’t rule. Spock is not 100 percent Vulcan. Neither is your customer.

YOUR CUSTOMER IS NOT A VULCAN Question: What do the following things have in common? Value propositions; challenger selling; strategic fit; problem definition; pricing; negotiation; objection-handling. Answer: In B2B sales, they usually center around analytical economic value, assuming that the rational resolution of each issue is the key to helping a buyer achieve a decision. Look for these buzz-phrases: clients buy results, you’ve gotta show the bottom line, the key is to demonstrate value, and so forth. Nothing wrong with that list; but what’s missing are the things that actually trigger a buyer’s decision – not just justify it. Those include, for starters: » Confidence that the seller can deliver what (s)he promises, and the resulting ability to sleep through the night » Integrity » Character » Commitment to principle » A long-term relationship focus » A sense that the seller has the buyer’s interest at heart » The seller’s ability and willingness to defer gratification » Vulnerability of the seller » A set of values beyond economic value » A sense that the seller is a safe haven for conversation. In short – trust in the seller. Your customer is not a Vulcan. Your customer is Spock – partly human. 34

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THE COGNITIVE/EMOTIVE DISCONNECT I spend my time with smart, complex-business, B2B professionals. Every single one of them will acknowledge the importance of the above list. Yet every one of them lives in an organization where 90 percent of attention is focused on the buyer’s Vulcan side, doing slide decks, spreadsheets, valuations, and scenarios. In the real B2B world, all those rational items are the (necessary) justiﬁcations for customers looking to rationalize their (emotional) decisions. But they aren’t the decision-driver. Buyers often (rationally) screen sellers. But they quickly form favorites, unconsciously, and usually before the sellers have even had a chance to address the issue. All the Vulcan-targeted approaches are aimed either at forming a buyer’s opinion (too late, already done), or changing a buyer’s preformed opinion (already set in concrete). It rarely works. THEPARTNERCHANNEL.COM | FALL 2013

Proof? Ask yourself how many times your customers failed to see the brilliant case you had made, because somehow, they were biased against you. You tried to sell to the Vulcan in your Spockcustomer; but that human side kept rearing its ugly head.

HOW COMPLEX B2B BUYING REALLY WORKS Very few buyers will tell their boss, “Gee, I guess I bought from those guys because, you know, I really trust them.” That’s career suicide. Buyers need the air-cover (and, to be fair, the reality check) of a rationality-based argument. It’s our job as sellers to deliver that rationale to them, bullet-proof and logictight as it can be. Because in business, we all need to pretend we’re Vulcans. But deep down, we all know what’s really going on. People buy with the heart, and rationalize with the mind. Brains are a necessary but not a sufficient condition. Being right, by itself, is a vastly overrated proposition. Being right too soon just ticks people off. All else equal, a trust-based sell will always beat a rationality-based sell. The truth is, our emotional instincts are extremely powerful (not to mention frequently accurate). We make our decisions first based on those emotions, and then we struggle to justify

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them according to the rules of the game. Unlike Spock, we lead with the human, and bring in our Vulcan sides as a check. Many, many of my clients say: “That may be true for lots of people, but not for my [boss] [client] [customer]. They’re completely Vulcan, data-based, just-give-me-the-facts people. You’ve got to treat them like Vulcans, because they demand it.” But the fact that they demand to be treated like Vulcans is 95 percent about ego – and that’s their human side.

“It is curious how often you humans manage to obtain that which you do not want.” - Mr. Spock in “Errand of Mercy” Ironically, all this is especially true for those who believe the world works on brains. They are prone to buy even more emotionally, because their self-worth is tied up in thinking that emotions don’t matter – which renders them oblivious to their own human decision-making process. Even if your customer thinks they’re a Vulcan – treat them like Spock. Address the human side – then give them Vulcanfood to justify their feelings.

MARKETING

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L E A DE R S H I P

SA LE S

THE

NEW OF

Rules Marketing story by JENNIFER CULBERTSON | illustration by MATT MASTRUD

arketers face massive accelerated change, and what was once common practice even just ﬁve years ago might not be the right approach or direction today. While many of the fundamentals of marketing still remain the same, let’s explore some of the new rules and approaches so you can play the game well and win.

MARKETING IS A NUMBERS GAME

Once upon a time, marketing was focused more on creativity and less on analytics. “Marketing is an art”, they would say. “Let’s leave the statistics to the finance team”. Marketers then may have managed to escape the facts and figures, but today it is no longer possible. Now, more than ever, marketing is about numbers. While the change to a more analytical role may seem daunting to many marketers, there are some simple ways you can use data to help in your efforts: » Put the right analytics in place with marketing automation, web, and CRM » Establish benchmarks » Set metrics-driven goals » Have regular progress reports » Back up marketing decisions with data » Use data to drive content creation » Use A/B testing to see what messages are working and what are not » Share your data-driven research across your organization to show results and ROI The meticulous collection and analysis of data can transform marketing by improving your ability to better target messages and offers, aligning overall activities with specific sales goals, and giving you deep insight into the effectiveness of campaigns. The greater the knowledge you have about what’s working and what’s not working will ultimately help you work smarter and achieve greater marketing ROI.

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YOU DON’T CONTROL YOUR BRAND – YOUR CUSTOMER DOES There’s no doubt about it: marketers like to lead the charge. That’s part of our job, after all. We’re the ones who steer our brands to market, blazing trails as needed, crossing the T’s and dotting the I’s to make sure that the message stays on-point. But, how can we maintain this type of control in today’s online world? The answer is simple: we can’t. That means in no way should we lie down and give up. But the challenge today is to embrace new channels, value the additional exposure, and harness social media’s enormous potential. Here are some ways you can let your customers take part in forming your image: » Encourage Word-of-Mouth – If your customers feel as if they have a stake in your company, then they will be your ambassadors to their social circle on your behalf. Incent them to spread the word about the great experience they have had with your company with promotions such as “Like our page and receive a code for 20 percent oﬀ your next training.” » Reward the Faithful – If there’s one thing social media has taught us, it’s that people like attention. Highlight long-term customers in blog posts or status updates (and of course be sure to mention how you’ve helped changed their lives over the years). And always, stay on top of messages, comments, and posts; timely replies cost nothing more than your time, and they are the best way to generate goodwill. » Tap Their Creativity – The sky is the limit if you oﬀer the right incentive to your audience; you could host anything from video contests to interactive webinars or tip-sharing chats. Brainstorm what makes your core audience tick.

MARKETERS ARE WORKING SMARTER Successful marketers manage their work, are more eﬃcient, and tap into technology to help automate tasks.

They don’t have to reinvent the wheel every time they launch a new campaign; rather, they have a tried-and-true system in place to guide prospects down the right path in harmony with the sales team. Here are ways that you can work smarter to get the most value from your time: » Automate Workflows – There is an abundance of apps and websites that can save you time as you monitor your social media activity. Remember how you need to reply to messages quickly? Well, if you set up a dashboard of your social media sites, you have one place to go to in order to stay on top of everything, instead of having to log into every site individually regardless of whether there was activity there or not. » Data Collection Standards – Some data you want, and some you don’t. And all of it takes time (and money) for your staff to collect, mine, or analyze. Be smart about what data is useful and what isn’t. If you are currently collecting data in a CRM system about your campaigns and responses, make sure you are using that data to understand what’s working and what’s not. » Seamless Collaboration with Your Sales Team – Successful marketing teams are intricately connected to their sales staff. For your prospects, the transition or hand-off from the marketing team to the sales team should be seamless. You shouldn’t have to reinvent the wheel every time you hand a lead over to the sales team. » Target Audiences Throughout Sales Cycle – Marketing doesn’t end when the sales team takes over. This is why a conversion plan is so important: marketing and sales need to collaborate and complement each other as you turn a prospect into a customer. In order to enhance the sales team’s message, you’ll want marketing materials available to prospects at the optimal moment.

FOCUS ON LEADS COMING TO YOU As we all know, not all leads are created equal. There is a vast diﬀerence between a lead that has proactively

...the challenge today is to embrace new channels, value the additional exposure, and harness social media’s enormous potential.

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contacted your company for more information after searching the web for your services versus one that simply threw his/her business card into the “ﬁsh bowl” at a trade show. Today’s marketers need to focus on inbound marketing tactics or the process of “getting found” by prospects, leads, and even current customers. Leads generated from inbound marketing are often better qualiﬁed than those generated by traditional, outbound marketing tactics. But how do you get a prospect to self-identify and ask for more information? Online, the best way to do that is through thoughtful, meaningful content that includes a relevant, compelling call to action. Your best bet is to build an inbound marketing strategy around exceptional content including your website, blog, and social media activities. Content and inbound are the logical extension of social marketing. Always aim to build content that your audience is truly interested in.

JUMPING INTO THE GAME When it comes to marketing today, remember that many of the old-style marketing fundamentals remain the same, such as creating awareness, driving new leads; and building a consistent brand; they are simply delivered in a new way. Much of what is transforming marketing actually opens up new doors of opportunity, and being able to stay true to the basics while embracing new approaches will help you play better and win the game. 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.

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Al l i n th e

I A F M L Y “DYNAMIC” FAMILIES IN THE PARTNER COMMUNITY

story by JENNY DAVIS

This is part two of this story; part one appeared in our Summer 2013 issue. How did the story idea come about? Well, we were intrigued by family members who work together. We interviewed two parent/child duos, two sets of siblings, and four married couples – dynamic families in the world of Microsoft Dynamics. Without further ado, we bring you part 2.

MARK ROCKWELL AND KELLI SEXTON OF ROCKTON SOFTWARE When Mark first ventured into independent consulting in 1999, Kelli was a full-time mom, homeschooling their children. While she wasn’t in the business officially, Kelli served as a valuable sounding board and advisor to Mark, as well as the second half of the company name. In 2004, Mark launched Rockton’s first product, and Kelli moved into an official role, helping first with tradeshow appearances then moving into human resources roles as the company expanded. In 2008, Kelli became CEO of Rockton Software with Mark serving as president. The organization now employs 18 individuals plus contractors. When asked how they handle normal, everyday life with both parties heavily vested into a business, Mark quickly shares: “We don’t have a normal life.” “We never completely disengage,” Kelli further explains. “The benefit of that is we can just be hanging out and an idea will come to us that’s perfect for work. That element can be very exciting because there’s no nine to five ‘jobness’ of it, but other times we need to be more deliberate, focusing on business time and family time.” That sort of discipline doesn’t always come naturally or at the same time for both parties. “Sometimes it can be frustrating, if she’s only talking work or the flip side and her eyes are glazing over,” says Mark. “In our relationship we wear different hats and just need to remember to swap hats. Sometimes I’ll have to stop and ask which hat I’m wearing right now. Being a man, I just want to jump in and solve the problem and her being a woman she just wants to vent, so sometimes I get it wrong.”

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A blessing in disguise has been figuring out how to handle conflict with each other when it arises in the office. “A lot comes across in tone and what’s heard can be completely different than what’s implied,” says Kelli. “Our personal growth has been enriched because of our business needs of being clear with each other.” That clarity and commitment to working together well as a family have rubbed off on the office as Rockton employs two other married couples as well as Mark and Kelli’s niece. “We had conversations and an understanding prior to the hire that if it doesn’t work, we’ll go back to being related and not in an employer/employee relationship,” says Kelli. Setting those boundaries was important, but the talent of the family members makes the transition easier. Despite the occasional tone issue or hat malfunction, the benefits have been deep-seated for this duo. “Kelli is my best friend, and we can do anything together,” says Mark. “Even though we have bumps and struggles like any relationship, it gets easier the more you know somebody.” “We’ve also learned that it’s important to honor each other’s work styles,” says Kelli. “You can’t judge the other one because they do things differently than you.” Although their hours may be long and the ideas come on their own schedule, Mark and Kelli have learned that their best bet towards focused family time is to put it on the calendar. “There needs to be scheduled down time. It’s important to plan it and then honor it,” says Mark. “I used to regret going on vacation because it was a pain. I’ve now learned that vacations rock. Let’s unplug and have fun.”

BOBBY AND ROBERT JACKSON OF INTEGRITY DATA Father and son, Bobby and Robert, have a combined 19 years of service at Integrity Data. “I was the first full-time employee when Patrick moved back to Illinois,” says Bobby, referring to CEO, Patrick Doolin, whom Bobby knew in addition to Patrick’s parents. “When Robert came onboard, even though I’d been here seven years, I had very little to do with it. Our development manager has known our family since our boys were young, and one day he came to me and asked what Robert was doing. He had a testing position and was impressed with Robert’s character and was interested in talking with him.” Robert was coming off one year of recovery after an injury that occurred during his tour in Afghanistan. (As an aside, all four of Bobby’s sons have served overseas in the United States military, with three sons in Afghanistan and one in Iraq. Bobby says his job was easy as all he had to do was worry. I told him to not discount that job.) “I was encouraged about him coming to work with us, but I didn’t put his name in the hat,” Bobby further shares. Six years later, Bobby and Robert are working together but not “too” together as they work in the same department but rarely on the same projects. “We have a little distance, which is good even though we get along well,” says Bobby. “It gives me the opportunity to see him develop as an adult in a professional environment as well as hear about my grandkids more often, but be apart enough that he doesn’t feel shadowed by his old man.” “We’ll ask each other questions since we have different experiences,” says Robert. “It’s nice to have somebody to talk to who understands what’s going on. I can talk to my wife all day long, but she’s not technical and just nods her head. It’s been nice to have Dad outside of work.” Those work conversations come pretty easily, and thus far haven’t dominated Bobby and Robert’s time outside of the office. “We have a really good environment here, and IT can be challenging, but I try to look at things objectively,” says Bobby. “When we’re around the dinner table, there are four sons, daughters-in-law, and grandkids, so we keep pretty busy talking about family things.” Looking at things objectively also helps when the two are working on a project together. “I’ve learned that I can’t take things personally,” says Robert. “That’s generally the case, but if Dad is my supervisor and doesn’t like something I’m doing, I can’t take offense to that.”

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“Also, he’s my dad whether it’s eight-to-five or five-to-eight,” continues Robert. “When I first started working here I would title him as ‘Bobby’ in the greeting. Now it’s ‘Dad’, unless it’s going to a customer.” “Yeah, he made that mistake of calling me ‘Bobby’ a few times, but I straightened that out,” jokes Bobby. Kidding aside, the importance of objectivity also lies in Bobby’s advice for families who consider working together. “As a father, it’s not the tension between you and your kid, but if somebody isn’t treating them the way they should be, your first instinct is to get defensive. In the professional arena, that can be bad,” says Bobby. “I expect a lot out of my kids, and I believe in them more than anyone else. I find myself being too hard on him and have to remember that boundary. I think we’ve done a good job so far, but I can see how working together could be tough. I advise you to be very cautious.”

ORA GOLDMAN AND CRAIG KLAPMAN OF MEKORMA Ora and Craig have worked together since December 1998, officially longer than they lived together under the same roof as children. When asked what keeps them together after all these years, their bond as siblings is strong yet tender. “I like the way Craig thinks. There’s a certain off-the-wall quality that Craig has that I can keep up with,” says Ora. “The other piece of it is the loyalty and love between us because we care about each other, and it’s gratifying to bring that out into this arena.” Craig agrees, as well as shares that even though he didn’t have experience in the computer industry, Ora needed help, and he needed a job. “I had a longing for home and family, and felt like I was adding value working with my sister,” says Craig. “I also felt as though I would let her down if I left. We have had a lot of families work here together, and I see it as a core part of our culture.” Their challenges with working together revolve around figuring out a balance between work and life. “It’s too easy to discuss work when we’re at family things, and I think it might slightly compromise our personal relationship,” says Craig. “I see Ora’s kids roll their eyes when we’re together, talking about work again.” “Another thing has to do with openness,” continues Craig. “The role I had compared to the influence I had were not a complete match. When that came out into the open, I officially became part of the management team.” “Right! I resonated with some of Craig’s ideas that seemed wild to team members who were more conventional. Trying those out to become what we are has just been awesome,” says Ora. “I recently received a comment that somebody on the team enjoyed an interaction they heard us have at a company meeting. I think one of us was rambling on, and the other told them to can it. We’re not rude to each other very often, but it’s something we could do because of our relationship.” “By working with family, some may think that person has a job because they’re your relative,” continues Ora. “Honestly, I don’t think I give him extra leeway because he’s my brother. At Mekorma, everyone on the team is like my family.” Mekorma is a virtual organization, with each member of its team living in a different location; Ora lives in Boulder, Colorado, and Craig in the redwood forest of northern California. Even though they’re a phone call away, Ora and Craig both wish they could see each other in person more often and work side by side as people have done all throughout history. “I know people who say they can’t be friends with somebody they supervise. That’s not true. If you think you can do it, you probably can. If you think you can’t, you probably can’t,” says Craig. “Look at yourself and your relationships. Not every family has the same dynamics, and if it isn’t in the cards for your family, that’s okay.” “I love having family work together,” continues Craig. “I love the synergy and when somebody recommends that their relatives come work with them. ‘All the eggs in one basket’ is a true statement of trust. I feel honored…and responsible.”

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GARY AND LINDA ARTIS OF INTERDYN ARTIS Gary and Linda take partnering very seriously. The couple met at Stampede, the famed Great Plains Partner Conference, in 1990 under the event theme of “Partnering for the Next Decade”. “We’ve been partnering for more than two decades at this point,” says Gary. What started as an introduction from a Great Plains account rep led to a business relationship where Linda brought Gary clients and he bought her lunch. Over the next couple of years the relationship grew, Linda started working for Gary, and they became engaged. “We attended the Business Building Conference in January and told our rep our news, and he said we should get married in Fargo,” says Gary. “We talked about it on the way home. Great Plains was behind it; they were piano players, videographer, and planner of it all. Doug (Burgum) put us up at the front table at one of the dinners, had a cake, our account rep made a speech, and Wayne Harding, our videographer, panned the crowd saying that ‘550 of our closest friends’ were here at the wedding. We also ended up getting a spot in a tech publication with the title of ‘Taking Partnering a Little too Far and Getting Married in Fargo’.” It felt natural for the pair to be married and work together from the start. “We have very different jobs as I’m on the sales side and he does more owner stuff,” says Linda. “Before we had kids, we talked about work at home a lot more often. It wasn’t so much the negative as it was about strategy. Work really was our lives for the first 10 years, but it was okay as we shared a common goal.” A common goal and good, honest communication are keys to working with a loved one. “We have a few other family relationships in our organization, one of which is a consultant who has been with us for more than 15 years,” says Gary. “She introduced us to her brother-in-law, a programmer and they’ve been fantastic together. This last year the wife of the programmer came to work with us and that’s working out as well.” “I think it’s important to do different things in the office,” says Linda. “If you’re working on the same things it would be very hard. There was one point when I reported to Gary, and that just didn’t work well at all. We did that for about a year, and it was just a disaster. Now I report to somebody else in the company.” With those challenges addressed and Linda with a new manager, the pair has experienced numerous rewards, from being able to travel to conferences together to having a greater understanding of each other and their goals in life. “Another thing that has come about is that because our income is derived from the same source, there is more understanding of good times and bad times,” says Gary. “Because of that, there may be less strife in our relationship than between people who don’t have that common understanding.” “The only thing that might be a downside is that it’s harder to hide Christmas gifts when they come to the office,” jokes Gary. “It’s been a great experience, and I couldn’t ask for anything better,” says Linda. “Great Plains has been so instrumental in our lives, and I’m sure we didn’t know how good we had it back then. We had a fabulous time and not many people can say that. We were very, very lucky to have such a great company to work with.”

And with that, our “dynamic” families article concludes. While working with family most certainly can be challenging at times, we leave you with Linda’s thoughts on the subject: “It’s been a great experience, and I couldn’t ask for anything better.”

THEPARTNERCHANNEL.COM | FALL 2013

story by PAM McGEE

t’s not about workspaces, hierarchy, benefits, pay, vacation time, promotions, or even titles anymore. The new workplace is different; however, different doesn’t mean deficient. Think about it – the world of work has access to more information 24/7, more diversity, more technology, more college graduates, more flexibility to work virtually, more generations in the workplaces, global span and local depth, broad and viral communication channels like social media, telepresence workers, green and sustainability expectations (it’s no longer an option in most cases), highly educated customers, shifting healthcare needs and provisions, different buying habits and patterns (for heaven’s sake, more cars are bought on carsoup.com than at the local car dealer), ondemand TV (commercials are a thing of yesterday), on-demand information (who reads the paper…when you want information, you get it, you don’t let someone else determine it), and employees that are just not like they used to be or maybe just have a different way of thinking about their role in your company. With all that opportunity, how does a company successfully drive company performance, exceed customer expectations, and create a satisfied and engaged workforce? As Jack Welch, former CEO of GE, said “Any company trying to compete must figure out a way to engage the mind of every employee.” Building the Workplace 2.0 by engaging the mind is a start. The next step is engaging the employee’s soul. With that being said, Gallup Poll recently did a survey on employee engagement and found that a startling 76 percent of the professional workforce is unengaged or actively disengaged (meaning they would take another job as soon as they could)! But why are so many professionals unengaged? Is it money, benefits, workplace conditions, competing demands? Global research by Towers Watson found that the single highest drive of employee engagement is whether managers are genuinely interested in their employees’ well-being. The research also found that less than 40 percent of employees felt that support. In addition to employee well-being, we can’t ignore how the world of work has changed. It’s confusing. We live in a virtual world, where 70 percent of all work is done from a mobile device. And yet, the CEO of Yahoo banned virtual work teams and mandated that all workers come to a brick-and-mortar office. We have more talent in the workforce than ever – five generations; however, most would consider that a huge obstacle. We have a community of 1 billion Facebook users, yet most employers are banning Facebook at the workplace even though research indicates that companies that allow employees to seamlessly integrate their home and work life have more productive employees.

FALL 2013 | THEPARTNERCHANNEL.COM

Daniel Pink, famous author of “The Whole New Mind”, said we no longer live in the information age; we live in “the conceptual age”. I would argue that we have surpassed that, and we live in an integrated age. We have integrated software, integrated cross-functional teams, integrated vendor and company models, integrated personal and professional lives, etc. So, with the engagement issue, the confusing workplace models, and a new era of integration, how does a company create a competitive advantage by upgrading to Workplace 2.0?! Although it may not be a magical solution or an easy solution, it’s a place to start. In a recent survey of college students (conducted by Robertson Company), students (your future employees) indicated they wanted three things: » Trust and Respect » Teamwork and Collaboration » Flexible Work Arrangements In my estimation, to accomplish trust, respect, teamwork, collaboration, and ﬂexible work arrangements, the place to start is: » Engaging their Leadership » Bridging the Gap » Innovation If you engage their leadership, they are the latchkey to the culture and the motivation of the workforce. How do you engage your leader? Research would indicate that leadership engagement is a result of involving all levels of leaders in decisions. Do you include your front-line managers in discussions about customers and the strategic direction of the company, or do you just lock your most removed leaders like CEOs and VPs into a corporate meeting room and create reams of PowerPoint presentations indicating what you “should” do? Do you train your managers? It is always amazing that we will send technical people to weeks and weeks of training on a product for thousands and thousands of dollars, but when we promote them to manager, we just assume they know what they are doing. Your best investment will be working with your front-line managers and making the best leaders in your companies. As research indicates, the relationship with your direct manager determines whether you are engaged and/or have retention issues. All levels of management should be trained; however, the ROI is with your front-line managers – the keepers of your customers and your employees. Often executives will pay top dollar for an executive coach,

THEPARTNERCHANNEL.COM | FALL 2013

which is excellent because their impact is so broad; however, why not spend top dollar on getting your top front-line managers a coach. Send them to the best training! Give them the skills to do their job! The second way you create an engaged workforce is to bridge the gap. Bridge the gap between generations, bridge the gap between personal and professional work life balance, and bridge the gap between technologies. If we can tap the five generations in the workplace and create a respectful, non-blaming, nonstereotyping environment, we may have the most brilliant minds engaged at all levels, where experience meets novice in ways that propel competitive marketplace advantages. Microsoft is talking about “seamless”, and although that word is overused and often said with a sarcastic slant, it is no longer about work-life balance or work-life blur. It is about having a company that has a seamless experience between both because they are almost impossible to separate and almost impossible to manage separately. San Francisco has put Wi-Fi in its parks. More work is done on a cell phone than any other device. Whether we like it or not, it is reality. How can companies create a culture that integrates both without employees feeling like they are “tied” to the company 24/7 or “banned” from using Facebook as a communication tool while working? They can’t. Lastly, the workplace is indeed different, which calls for unprecedented workplace models. A group of manufacturers and transportation professionals (truck drivers) that I recently spoke to were encouraged to entertain 9-month contracts with their employees in order to reduce burnout and become more attractive than white collar professional jobs. Nine months of work, 12 months compensated. Imagine if teachers were not the only ones who got summers “off ”. Also, many teacher contracts have been re-written to indicate that the teachers are contracted for nine months, but not necessarily from August to May. It might be January to August depending on summer school demands. In Fargo, ND, a small business owner recently gave his employees 500 hours to do with whatever they want, in addition to their 48

FALL 2013 | THEPARTNERCHANNEL.COM

vacation and PTO. Wow! If research indicates that engagement is directly tied to how much you care about the well-being of your employees, maybe the most revolutionary idea is to “love your employees as much as your profit.” Imagine a workforce that is a competitive edge because they are all “in it to win it” as much as the CEO because they feel they are as important and as vital to the business. In the end, people rarely remember what you did, but they always remember how you made them feel. Novel? Maybe or maybe not. Competitive? Deﬁnitely.

2013

Microsoft Dynamics Partner Recognition

PARTNER AWARD RECIPIENTS

Microsoft honored 23 Partners with individual awards for their exceptional performance in delivery of solutions to customers in the past year. REGIONAL AWARDS Global Partner of the Year – Tribridge Reseller of the Year - Asia Paciﬁc – Sable Systems Pty Ltd Reseller of the Year - Canada – UXC Eclipse Reseller of the Year - Central and Eastern Europe – GMCS Verex Reseller of the Year - Greater China – Shanghai Wicresoft Co. Ltd Reseller of the Year - France – Groupe Diagonal Reseller of the Year - Germany – ORBIS AG Reseller of the Year - India – All e Technologies Ltd Reseller of the Year - Japan – Hitachi Systems, Ltd.

Reseller of the Year - Latin America – ITSSA S.A DE C.V. Reseller of the Year - Middle East and Africa – VeriPark Reseller of the Year - United Kingdom – eBECS Ltd Reseller of the Year - United States – Hitachi Solutions America, Ltd. Reseller of the Year - Western Europe – CRM Partners B.V. ISV of the Year - France – 3Li Business Solutions ISV of the Year - Germany – INFOMA Software Consulting GmbH ISV of the Year - United Kingdom – Peppermint Technology ISV of the Year - United States – Tribridge ISV of the Year - Western Europe – LS Retail

WORLDWIDE PARTNER CONFERENCE AWARDS CRM Partner of the Year – PowerObjects ERP Partner of the Year – eBECS Ltd

Microsoft Dynamics Cloud Partner of the Year – eSavvy Microsoft Dynamics Industry Partner of the Year – mcaConnect

INNER CIRCLE

Inner Circle recognizes the top echelon of Microsoft Dynamics Partners and ranks them at the top of the global network of Partners. This award is a direct result of the positive relationships that these Partners have developed with customers as well as their commitment to delivering top-quality solutions. Ad Ultima Invest BV BA Alfapeople Group Aps All e Technologies (P) Ltd Armanino, LLP Avanade Inc. Avtex Solutions, LLC AXtension bv Axxon Consulting S.A. Bhatara Progress Co. Ltd Columbus IT Partner ZAO Columbus US, Inc. CRM Partners B.V. Customer Effective, Inc. Dell Marketing LP eBECS Ltd Encore Business Solutions Inc. EOS AG SpA eSavvy Pty Ltd Exordia

FALL 2013 | THEPARTNERCHANNEL.COM

Fullscope Global Concepts GmbH & Co.KG GMCS Verex Hewlett-Packard Company Hitachi HSO International IBM Ignify, Inc. incadea GmbH Inﬁnity Info Systems Corp. INFOMA Software Consulting GmbH Infoman AG ITSSA S.A DE C.V. Ledgeview Partners LS Retail ehf. mcaConnect, LLC MODUS Consult AG Navantis Inc. Navicom

Netwise S.A. NextCorp Ltd. Optevia Limited Permuta Technologies, Inc. PowerObjects PRODWARE Quonext Technology, S.A. Qurius Spain S.A Rose Business Solutions Inc. SalesMetrix SBS Group Shanghai Wicresoft Co. Ltd Sonoma Partners, LLC Sopris Systems LLC Traviata Tribridge UXC Eclipse Pty Ltd Veripark Zero2Ten

PRESIDENT’S CLUB

President’s Club recognizes the top ﬁve percent of Microsoft Dynamics Partners worldwide and honors their constant dedication to delivering solutions that meet their customers’ unique needs, active pursuit of product and technological advancement, and impressive sales performance. 3Li Business Solutions 4PS ABECON Groep B.V. Ad Ultima nv Ad Ultima SAS Admiral Consulting Group Aeon Nexus Corporation AFON Systems Pte Ltd AlfaPeople AlfaPeople Inc. All e Consulting (P) Ltd All e Technologies (P) Ltd ALSY Altico Advisors, LLC Altriva, LLC Annata hf. Armanino, LLP a-solutions a/s Asseco Poland SA Assistance Software Avanade (Guangzhou) Computer Technology Development Company Limited Avanade Australia Pty Ltd Avanade Belgium SPRL Avanade Canada Inc Avanade Federal Services LLC Avanade Inc. - East Avanade Inc. - West Avanade Italy S.R.L. Avanade Netherlands Avanade Sweden AB Avanade UK Ltd. Avilex Avtex Solutions, LLC AXi4 Consulting & Services Co., Ltd Axonom Axxon Consulting S.A. B.i.TEAM Gesellschaft für Softwareberatung mbH Bechtle Softwarelösungen BEDAV GmbH Bhatara Progress Co. Ltd Bonair S.A. Boyer & Associates, Inc. Cinteros AB Cluster Reply Srl Collins Computing, Inc. Columbus IT Partner ZAO Columbus US, Inc. Computer Technik Marketing ConsultCRM CorporateServe Solutions Private Limited

COSMO CONSULT AG Crestwood Associates CRM Partners B.V. CSC Computer Sciences SAS Customer Effective, Inc. Data Dynamic AG Datacom Systems (Wellington) Limited Dell Marketing LP Dialog Pty Ltd Dygroup eBECS Ltd Eclipse Computing (Thailand) Ltd Eclipse Intelligent Solutions (Canada) Ltd ELAD Systems Ltd. Elbek & Vejrup A/S eLogic Group LLC Encore Business Solutions Inc. EOS AG SpA EOZEN eSavvy Pty Ltd eTelligent Solutions, Inc. Everis spain SL. Exordia Fullscope GAC Business Solutions Global Concepts GmbH & Co.KG GMCS Verex GOB Software & Systeme GmbH & Co. KG Gonzalez, Cortina, Glender Y Compania, S.A. Green Beacon Solutions Groupe Diagonal Gurango Software Corporation GWS Gesellschaft fur Warenwirtschafts-Systeme GmbH Hewlett-Packard Company Hewlett-Packard EMEA Hitachi Solutions America, Ltd. Hitachi Systems, Ltd. Ignify, Inc. i-Intelligence (Pty) Ltd IMMIX Solutions (Pty) Ltd. Impuls Informationsmanagement Gmbh Inﬁnity Info Systems Corp. Infoavan Soluciones S.L. INFOMA Software Consulting GmbH Infoman AG

Information Worker Services (Xiamen) Co., Ltd Infosoft International Solutions, Inc. Intelligent Systems Bulgaria LTD. Intergen Limited Inventio IT A/S ISATECH SASU ITSSA S.A DE C.V. ITVT GmbH Keyrus Canada Inc. Korus Consulting LBMC Technologies, LLC Ledgeview Partners LS Retail ehf. Madrona Solutions Group, Inc. Markmann & Muller datensysteme gmbh mcaConnect, LLC McGladrey/East Region McGladrey/Rocky Mountain Megatek s.a.r.l. Mergetool.com Merit Solutions, Inc. MODUS Consult AG MultiSoft Kft myPartner - Consultoria Informatica, S.A. Navantis Inc. NAVERTICA a.s. Navicom Nav-lab Srl NEC ASIA PACIFIC PTE LTD Negotium Technologies Neoprocess A/S Netways Arabia Netwise S.A. NextCorp Ltd. Nodus Technologies, Inc. NORRIQ Belgium NORRIQ Belgium (ISV) Optevia Limited ORBIS AG Paciﬁc Business Consulting, Inc PerfectView B.V. Performance Advantage Systems Intl Inc Permuta Technologies, Inc. PowerObjects Processor Informatica S.A. Professional Advantage PT Wahana Cipta Sinatria Quonext Technology, S.A. Qurius Spain S.A

Retail Realm Distribution Rock Solid Technologies, Inc. Rose Business Solutions Inc. Sable Systems Pty Ltd SalesMetrix Sandhills Publishing Sandler*Kahne Software, Inc. SBS Group SCHOUW INFORMATISERING BV Shanghai Wicresoft Co. Ltd Slalom, LLC Smart Business Ltd. Solution Systems, Inc. Sonoma Partners, LLC Sopris Systems LLC SVA Consulting, LLC Sycor Enterprise Solutions GmbH Synergistic Innovations Sdn Bhd Systems Advisers Group Brazil Tamarac, Inc. Technology Management (Midlands) Limited TECNOCOM Tectura (Thailand) Ltd TECTURA (UK) Ltd. Tectura Hong Kong Limited Tectura Infotech Private Limited tegos GmbH Dortmund TGO Consulting Inc. The CRM Business The TM Group, Inc. Touchstone Ltd Traviata Tribridge Public Sector Tribridge West Trimit A/S Trueinfo Tyler Technologies UXC Eclipse USA Inc Vantage Business Solutions (Thailand) Ltd Veripark Votiva Vietnam Ltd. WEBCOM a.s. Webfortis, LLC Wilken Neutrasoft GmbH XAPT Corporation XAPT Hungary Kft. xRM.com Zero2Ten

THEPARTNERCHANNEL.COM | FALL 2013

MARKETING

L E A DE R S H I P

Marketers:

SA LE S

Claim Your Front Row Seat!

FALL 2013 | THEPARTNERCHANNEL.COM

story by BARBARA PFEIFFER AND CHERYL STREGE illustration by DAVE SWANG

f you’ve been involved in B2B (and particularly high tech) marketing for at least ﬁve years, you’ve had a front row seat to the most signiﬁcant change in how business and IT professionals research and shop for technology solutions. Call it digital, inbound, content, push versus pull marketing – there is a whole new landscape of strategies and tactics that you should be deploying today to generate a steady stream of leads and maintain a robust pipeline. If you are a volume reseller or are selling SaaS solutions, these strategies and tactics are MUST-haves. Let’s focus on three powerful statistics relevant to marketing today and the skills needed to take advantage of them.

70 PERCENT OF THE LINKS THAT USERS CLICK ON AS A RESULT OF SEARCH ARE ORGANIC LINKS, AND 75 PERCENT OF USERS NEVER SCROLL PAST THE FIRST PAGE OF SEARCH RESULTS. (HUBSPOT) WAIT – don’t skip this because you have an outside firm managing your search engine optimization (SEO). While we highly recommend every company hire a professional firm for this complicated strategy, getting traffic to your site requires tight integration between your external experts and you. With the rollout of Google Penguin – in the simplest terms – keywords, tags, and links have been given less weight (and sometimes negative weight) in favor of authenticity and authorship. SEO will only succeed to the extent that you are able to continue to add original content and show true engagement in social networks. The skill upgrade here? You don’t need to be an SEO professional, but you DO need to know the key drivers for organic search so that you are able to support your SEO firm’s efforts. Schedule regular sessions with your SEO company to identify what else you can do to support them, and utilize sites like Moz (formerly SEOMoz) and Search Engine Land to stay updated (independently) as a cross-check for the advice you’re getting.

BY 2020, CUSTOMERS WILL MANAGE 85 PERCENT OF THEIR RELATIONSHIPS WITHOUT TALKING TO A HUMAN. (GARTNER RESEARCH VIA HUBSPOT) You’re probably seeing a pattern here. Across the board, the future of marketing is in delivering powerful, valuable content that demonstrates your credibility and expertise to an audience that wants to “self-serve”. So what skill set do you need? Contrary to what many think, you don’t need to be a writer. Rather, marketers today need to be curators, publishers, and editors. As a curator, you need to be able to research and follow information that has value for your target audience. As a publisher, you need a solid understanding of what is valuable and interesting to your reader (your prospects), and then you need to develop a plan to build and buy that content. You’ll need to manage multiple sources including in-house blogs and more. You’ll also need to be a good editor-in-chief by blocking any publication of pieces that don’t meet your prospects’ needs (you know the ones – the articles your tech guy created that only he cares about).

THEPARTNERCHANNEL.COM | FALL 2013

Is inbound a big deal? Inbound marketing has a 62 percent less cost per lead than outbound. If there’s one thread that’s consistent throughout this article, it’s that inbound marketing is here to stay, and inbound is not just one thing but rather MANY tactics and strategies that change OFTEN. With this in mind, skills upgrades are not a “one and done” training. We gave you some immediate things to do, but how do you make sure you are continually on top of the latest trends? All marketers today should have a personal training plan and a commitment to keeping their skills fresh. Some ideas to get you started: » Identify two to three online communities that you can join/subscribe to and visit often for new information. Our favorites: The Content Marketing Institute, B2B Online, and B2B Social Examiner. » Set a goal for attending at least one webinar per month. Tip: Talk to your marketing automation software vendor about their educational webcasts. Learn more about how to maximize this critical tool. For other options, search “free marketing webinars” for a robust list from vendors such as Hubspot. » Attend at least one in-depth training or conference. Our favorite? The Partner Connections Event, of course! » Utilize resources available from Microsoft and The Partner Marketing Group, including: » Deadly Marketing Errors: No Time, No Money, No Point in Nurture: https://training.partner.microsoft.com/learning/app/management/ registrationex/LMS_Registration.aspx?UserMode=0&Mode=0&Acti vityID=844478 » “Feeding the Content Beast” Webcast: www. thepartnermarketinggroup.com/greenhouse-marketing-ideas/digdeeper/ » Digital Marketing Playbook: https://mbs.microsoft.com/ partnersource/marketing/campaigns/existingcustomer/MSDY_ SMBplaybook.htm » “The Year of Content – 52 Inspiring Ideas to Fuel Your High Tech Content Marketing Campaigns”: www.thepartnermarketinggroup. com/greenhouse-marketing-ideas/dig-deeper/

COMPANIES THAT EXCEL AT LEAD NURTURING GENERATE 50 PERCENT MORE SALES-READY LEADS AT A 33 PERCENT LOWER COST. (FORRESTER) AND 79 PERCENT OF MARKETING LEADS NEVER CONVERT INTO SALES. LACK OF LEAD NURTURING IS THE COMMON CAUSE OF THIS POOR PERFORMANCE. (MARKETINGSHERPA) Two stats with one clear message: the ability to nurture a prospect over an extended period of time is a vital part of any B2B marketing strategy. What does this mean for you and your skills? First, marketers need to take a leadership role in bringing together marketing and sales to create an agreement on things such as lead scoring, the deﬁnition of a sales-ready lead, the process for leads to be passed on to sales, and (more importantly) the process for prospects not ready to buy who are passed back to marketing. Beyond building a sales/marketing integration strategy, marketers now need to be able to create processdriven campaigns (based on a prospect’s activity) AND execute on them using powerful marketing automation tools. One last statistic here: 62 percent of companies today outsource their content marketing (Mashable). That’s recognition of the fact that most companies

...the ability to nurture a prospect over an extended period of time is a vital part of any B2B marketing strategy. 54

FALL 2013 | THEPARTNERCHANNEL.COM

simply don’t have (or want to have) the necessary resources to create a consistent stream of content that will attract and convert visitors. As such, a good marketer today needs to ﬁnd and manage outsourced content generation projects more than ever before. The above represents the most critical – but of course not all – the skills you’ll need to stay on top of your game. Ultimately, the shift to the buyer driving the purchase experience (aka inbound) will drive marketing to the center stage in the most successful Partner organizations. And the most successful marketers will lead – from the front row seat – that shift for their organization.

For more on claiming your front row seat, contact Barbara Pfeiﬀer and Cheryl Strege at The Partner Marketing Group at Barbara@thepartnermarketinggroup.com and Cheryl@thepartnermarketinggroup.com. You can download Barbara’s complimentary ebook, “The Year of Content – 52 Inspiring Ideas to Fuel Your High Tech Content Marketing Campaigns”, at www.thepartnermarketinggroup.com/greenhouse-marketing-ideas/dig-deeper/.

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AdvTrex TitaniumGP On another note… There are some skills that are just too difﬁcult to learn without a signiﬁcant investment, and lack of experience with those skills can really show and hurt your efforts. In this category are things like design (you CAN’T design your own website – unless you’re a website designer), and writing – being able to write an article about marketing is NOT the same as being able to research and write a business value article about manufacturing trends. If you don’t have these skill sets in your company, then the skill you need is the ability to know what you can’t do, and then outsource those key areas of your marketing plans.

And it is exactly that,

copy and paste ...directly into GP. Plus i

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Scan documents

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Save-To-Excel

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ϴϱϱͲ AdvTre AdvTrex x͘ĐŽŵ THEPARTNERCHANNEL.COM | FALL 2013

ISV PROFILE The Partner Channel (TPC): What do customers like about your product? Bob Bedard (BB): They like many aspects of the product. For instance, they like that it uses native Excel on the front end. Our primary customer is the CFO of an organization. Of course, ﬁnance people love Excel as they get to use what they love. Another thing customers like about our product is that it does everything they need in a single, fully integrated product as opposed to implementing multiple products. Our architect built SAP’s Performance Management solution in 1999 and the Hyperion Enterprise product before that. When we compete with them, we win most of the time. Our product is built on Microsoft’s Business Intelligence architecture, making it powerful and scalable, yet aﬀordable and easy for clients to support.

COMPANY: deFacto Global, Inc. INTERVIEWEE: Bob Bedard, president and CEO HEADQUARTERS: Ridgeﬁeld, Connecticut PHONE: 203-894-1789, ext. 221 EMAIL: Bbedard@defactoglobal.com WEBSITE: www.defactoglobal.com

TPC: What’s next for your company? Any new releases planned? BB: We recently released enhancements that enable customers to deploy our product in as few as two weeks. We knew deFacto was one of the most capable, easiest to learn and use, and aﬀordable products on the market, so we also wanted to make it one of the quickest to deploy. A lot of times customers will look at simpler solutions and think they can be implemented quicker than our product. This new, pre-packaged product gets a customer’s budgeting and planning up and ready in two weeks. TPC: Is that an on-premise or cloud-based deployment? BB: From a technology standpoint, the server component of deFacto resides in private cloud environments and connects with users’ Excel interfaces over a secure Internet link. In terms of pricing, our customers prefer a more traditional, one-time licensing model versus SaaS, even if that isn’t opportune for the media nowadays.

ESTABLISHED: 1998 WHERE IT ALL BEGAN deFacto Global’s product, deFacto Performance Management, got its start in 2007 as an enhanced Microsoft Excel® add-in to Microsoft’s PerformancePoint Planning 2005 product. Microsoft decided to go in a different direction with its product, which created the opportunity for deFacto to grow its business and create a fullscale performance management solution. PRODUCT OVERVIEW

TPC: How does your solution differ from Management Reporter? BB: Management Reporter is more of a point solution around reporting for Microsoft Dynamics only. We find that there’s not necessarily a lot of overlap between a good Management Reporter prospect and a good deFacto prospect. Most of our customers don’t find Management Reporter to be scalable enough to meet their needs, and many have data sources they would like to report off of in addition to Microsoft Dynamics. The best way of looking at it is that Management Reporter is a bit more of a tactical solution, and deFacto is more strategic. Customers will deploy our product in stages, extending their use of our product from financial applications to business uses such as sales forecasting, and so on. We’re flexible enough to do that, whereas many point solutions are not. TPC: What does your customer base look like? BB: We range from enterprise customers in the Fortune 100 with hundreds of users to the mid-size market with as few as five users. (We have connectors for all of the

deFacto Performance Management is a fullyuniﬁed budgeting, forecasting, consolidation, reporting, and analysis solution. The product is based on Excel, SQL Server®, and Analysis services. deFacto’s customers range from midsize to the enterprise.

FALL 2013 | THEPARTNERCHANNEL.COM

“American Hospice Management is a leading national provider of hospice services. A few years ago, we asked our Microsoft Dynamics Partner to help us select the best budgeting, forecasting, and ﬁnancial reporting product to meet our needs. As a Microsoft Dynamics GP customer, it made sense to look at all of the offerings from Microsoft and Microsoft Dynamics ISVs. After our analysis, it was clear that deFacto Performance Management stood out above all alternatives. Once we completed our implementation, not only did we ﬁnd that the deFacto product exceeded our expectations, but the deFacto team and support did also. Overall, we had an outstanding experience and we thank our Microsoft Dynamics Partner for recommending deFacto.” Leihlani Bajacan, controller for American Hospice Management

Microsoft Dynamics products. We’ve been around long enough to know that’s an important consideration.) I would say that probably half to two-thirds of our new customers come from the Microsoft Dynamics world, typically in the mid to upper-end of the marketplace which doesn’t necessarily mean just Microsoft Dynamics AX. What we found is that many mid-market customers need an enterprise-quality product that can handle more sophisticated needs. One of the things we find if we look at our product versus competitors’ offerings is that we’re the only one that uses the complete Microsoft business intelligence stack – Excel, SQL, and Analysis Services (Microsoft’s BI engine). If you take a look at competitors, they don’t use the entire BI stack and as a result, their customers aren’t getting the full performance capabilities or functionality. TPC: Why do Partners like working with you? BB: Our best Partners are educated Partners. We follow that mantra of “my best customer is an educated consumer.” That also applies to Partners. They like to work with us because once they see our product and really understand the market and needs, they really see the competitive advantage of deFacto. We also know a lot about competing products and can steer them in the right direction. A Partner’s job is helping their customer make the right decision for their business, and offering them solutions is the responsible thing to do. We’re happy to know that if we’re competing against two

or three others, the customer has made an educated decision. That’s a good place to be. And if we lose a deal, we want it to be for the right reasons. For instance, Partners have customers with straightforward needs where Management Reporter might be a better fit. Our view is that if it’s not a good fit for us, it’s not a good fit, and that’s okay. Too many times, Partners will partner with an ISV simply because of the margin they realize from the ISV. We don’t look at recommending a product based on margin; we look at what makes the most sense for customers. We want both Partners and customers to be happy and successful in the long term. All customers recognize in time when a Partner has steered them in the right direction or the wrong one. TPC: What do you like about the Partner community? BB: There are a number of nice things, one of which is that it’s balanced. ISVs are very different from system integrators (SI). We can offer unique value to the channel, and the channel embraces that. It’s also a well-developed channel, with good mechanisms for communicating with Partners and customers. Microsoft Dynamics Partners have a good understanding of their customers’ business needs. Other Microsoft Systems Integrator SI Partners are good with technology and have relationships with an organization’s CIO, but Microsoft Dynamics Partners have that relationship on the business side, truly understanding the value they’re bringing to the table. We love having a product that will help them out in that discussion.

Convergence 2014 Atlanta Intensify Your Learning and Networking

Go to www.microsoft.com/dynamics/convergence/atlanta14/ for details.

Save the date for Convergence 2014. Learn the latest on Microsoft Dynamics and make key business connections. Atlanta, GA March 4-7, 2014

THEPARTNERCHANNEL.COM | FALL 2013

TPC Photo Caption

CONTEST

Errol Schoenﬁsh, director of product management for Microsoft Dynamics, joined us at last year’s event to deliver a Keynote Session. What point was he driving home in this photo? 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.

FALL 2013 | THEPARTNERCHANNEL.COM

Thanks for playing last issue’s contest! Our winner is Deanne Rasmussen of WilloWare Inc.: “But Boss, I can only jump this high!”

Summer 2013 Photo Caption

CONTEST RESULTS

AXtension is your incentive to distinguish your Microsoft Dynamics AX oﬀering. AXcelerate your Dynamics AX business by improving your customer’s critical business processes with AXtension solutions for:

t Project Planning and Control t Cost Control t Production Planning and Control t Invoice Processing t Document Management t Kitting For more information about any of our solutions request a demo on demand via axtension.com and connect with the AXtension team during The Partner Connections Event – October 20-22 – Tampa, FL.

THEPARTNERCHANNEL.COM | FALL 2013

CORNER MEMBERS ONLY

INTERVIEW

Founded in 1998 with its primary ofﬁce located in Mount Prospect, Illinois and satellite locations in Madison, Wisconsin, and South Bend, Indiana, Crestwood Associates is Chicago’s premier Gold Certiﬁed Microsoft Dynamics Partner and eight-time Microsoft Dynamics President’s Club award winner. The company focuses on delivering Microsoft Dynamics GP, Microsoft Dynamics SL, Acumatica Cloud ERP, and Microsoft Dynamics CRM applications.

What do you enjoy most about the fall months? I enjoy the weather change from summer to fall, especially feeling the cool, crisp air and being able to open the windows. It’s also a nice time of year to spend outdoors with my family.

What is the best business advice you have been given? Being told that it’s okay to make a mistake; just don’t make the same mistake twice. It’s a good idea to take chances and experiment; however, it is important to have a backup plan.

In what ways do you keep up with products that are upgrading and changing?

William Schroeder, director of technology

“It’s a good idea to take chances and experiment; however, it is important to have a backup plan.”

I attend technical conferences, read blogs and magazines, watch training videos, and get updates from my sales team or Microsoft representatives. The updates I receive from my team are most helpful because we are sharing knowledge and collaborating with each other on what we’ve learned.

What do you look most forward to while attending The Partner Connections Event? I’m looking forward to seeing all of my fellow marketers and having the chance to discuss our FY13 strategies and how the push to the cloud is shaping them. In terms of sessions, I’m looking forward to some great “volume” sales tips as well as advice on ﬁnding, hiring, and developing the next generation of sales professionals. Crestwood once again has the honor of presenting at the conference, both in sales and marketing capacities, which we look forward to very much.

What is the most beneﬁcial aspect of The Partner Channel’s membership program for your company and why? I enjoy reading The Partner Channel Magazine because the content helps me learn about current trends in the channel and what we should be focusing on. In addition, The List is helpful and a great tool within the magazine.

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 11:00 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. 60

FALL 2013 | THEPARTNERCHANNEL.COM

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

2003 NOVEMBER » Rockton Software

2004 OCTOBER » AIM Technologies » InterDyn LANAC Technology » Open Door Technology Inc.

2005 SEPTEMBER » Socius 1, LLC NOVEMBER » Corporate Renaissance Group

2006 SEPTEMBER » Martin and Associates OCTOBER » RockySoft

2007 NOVEMBER » Balance Point Technologies, Inc. » Sierra Workforce Solutions

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ADVERTISER INDEX AdvTrex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

HighJump TrueCommerce EDI Solutions . . . . . . . . . .13

Adxstudio Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Integrity Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

kCentric Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Ariett Business Solutions . . . . . . . . . . . . . . . . . . . . . . . . .48

MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . . . . . . . . . .21

AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

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

Azox, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Microsoft Convergence 2014 . . . . . . . . . . . . . . . . . . . . .57

Business Computers Software, Inc. . . . . . . . . . . . . . . . .32

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

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

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .62

Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Solver Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .25

Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

EthoTech, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

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

Gorilla Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

FALL 2013 | THEPARTNERCHANNEL.COM

Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com

Table of Contents Industry...................Page 64 Horizontal................Page 71 Services...................Page 85

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

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & ďŹ sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.

Apparel Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels. 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.

Automotive 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.

Radley Corporation http://www.radley.com/MSDynamicsAX/EDI.htm 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.

Axapta

Great Plains

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.

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. Business Systems Integrators

Churches and Ministries 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.

Condominium Developers

Rimrock Corporation 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. KEY:

Construction AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

Navision

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Solomon

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.

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

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. Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oďŹ&#x20AC;ers aďŹ&#x20AC;ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

Customer Relationship Management

Retail Management System

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. 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.

Tribridge http://www.concertocloud.com/cpg 877-744-1360 Tribridge Concerto CPG Cloud Based CPG. Built on Microsoft Dynamics AX, Concerto CPG incorporates premium business solutions for speed, accuracy, visibility, and scale â&#x20AC;&#x201C; deployed in the Cloud for accessibility.

Point of Sale

Bottomline Technologies

Cross Industry Solution

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 easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services. Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

KEY:

Axapta

Great Plains

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader. Business Systems Integrators www.BusinessSysInteg.com â&#x20AC;˘ 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 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Stop ďŹ ghting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire compensation process right inside of Dynamics GP. ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget. 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. 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.

kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. 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 714-543-9877 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.

PaperSavePro http://www.PaperSavePro.com â&#x20AC;˘ 877-727-3799 PaperSavePro PaperSaveProâ&#x201E;˘ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workďŹ&#x201A;ow solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper. Paramount Technologies

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.

http://www.paramounttechnologies.com 248-960-0909 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.

Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

Professional Advantage http://www.profad.com â&#x20AC;˘ 877-897-1209 Company Data Archive (CDA) Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA.

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.

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

INDUSTRY

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.

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Customer Service Collection Enhance SOP: check for duplicate PO's; assign credit limit process holds; move sales docs between batches; print shipping labels; show apply info on SOP docs; view unallocated inventory & expected receipt dates.

INDUSTRY

Solver http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Trillium Software http://www.trilliumsoftware.com/microsoft-crm/ 978-436-8900 Trillium Software Trillium Software, the leading best-ofbreed enterprise data quality software, plugs directly into Dynamics CRM for data de-duplication, global address validation, merging, and data enrichment for quality CRM data.

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 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!

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 WithoutWireTM 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 With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. 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.

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.

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. Professional Advantage http://www.profad.com â&#x20AC;˘ 877-897-1209 NEW: Collections Management Collections Management for Microsoft DynamicsÂŽ GP will boost eďŹ&#x192;ciency through centralizing contact and collection information and automating the collections process.

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

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. 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. KEY:

Axapta

Great Plains

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Solomon

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 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. MetaďŹ le 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 BluWare - 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.

Customer Relationship Management

Retail Management System

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.

Point of Sale

Paramount Technologies

http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

http://www.paramounttechnologies.com 248-960-0909 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.

Thomson Reuters, Tax and Accounting - Government http://ExperienceAumentum.com 866-471-2900 Thomson Reuters Aumentum GRMÂŽ is now Aumentum. Providing government revenue management solutions.

Sierra Workforce Solutions

Tribridge http://www.tribridge.com/crm311 877-744-1360 Tribridge CRM311ÂŽ Tribridge CRM311ÂŽ helps state & local government call centers manage caller inquiries, capture new constituent records, and leverage automated workďŹ&#x201A;ows to process requests as eďŹ&#x192;ciently as possible.

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 Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. 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. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Health Care Management Billing and Financial Mangement for Home Health and Long Term Care. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽSuite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. KEY:

Axapta

Great Plains

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. Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform.

Tribridge http://www.tribridge.com/carecoordination 877-744-1360 Tribridge Care Coordination Tribridge Care Coordination leverages Caradigm, Microsoft CRM, and HealthVault as a closed-loop Care Coordination platform, providing proactive patient engagement and care coordination outside of care facilities.

High Tech and Electronics

Industrial Equipment Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets 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. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹ&#x192;ce and ďŹ eld service staďŹ&#x20AC; with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

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

Labor Unions Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + Seamless Integration w/ Microsoft Dynamics. Close deals up to 80% faster! CRMUG booth #627. Outsmart. Outsell. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets 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.

Navision

Solomon

Micro Force http://www.micro-force.com 631-421-1030 ext. 302 LM2 Reporting System for Labor Unions who use GP LM2 MODULE for GP. Comply with LM2 year end reporting while processing GP transactions eďŹ&#x20AC;ortlessly. Permits changes to LM2 trxs after posted. Creates the electronic ďŹ le for DOL. Best solution for Unions since 2005.

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.

Customer Relationship Management

Retail Management System

Maintenance Management 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.

Manufacturing 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. 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 With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. 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.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

INDUSTRY

Solver

INDUSTRY

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Advanced Production Production insight and control on the shop ďŹ&#x201A;oor. AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials. 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.

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oďŹ&#x20AC;ers aďŹ&#x20AC;ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

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. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets 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.

Cincom Systems, Inc

Liaison Software Corp

http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + Seamless Integration w/ Microsoft Dynamics. Close deals up to 80% faster! CRMUG booth #627. Outsmart. Outsell.

http://www.liaisonsc.com 714-543-9877 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).

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.

KEY:

Axapta

Great Plains

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Solomon

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - 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.

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.

Non-Profit Organizations 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.

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. V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

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. 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. Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Budgets, Audit Trails, Requisition & Expense. Sierra Workforce Solutions

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.

Customer Relationship Management

Retail Management System

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

Point of Sale

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.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹ&#x192;ce and ďŹ eld service staďŹ&#x20AC; with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM. 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.

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

KEY:

Axapta

Great Plains

Professional Services

Tribridge http://www.concertocloud.com/psa 877-744-1360 Tribridge Concerto PSA Concerto PSA extends Microsoft solutions via the cloud to bridge the gap between projects, prospects, and P & L. Manages the entire life-cycle including relationships, resources, timecards, billing, and analytics.

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

Property Management AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view. AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.

360 Visibility, Inc. http://www.360propertymanagement software.com â&#x20AC;˘ 905-907-3600 NEW: 360 Property Manager Written using the Microsoft Dynamics NAV, 360 Property ManagerÂŠ a end-toend property management software that helps you manage your entire Real Estate life cycle and enhance the ultimate value of your property.

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.

Open Door Technology http://www.opendoor.ca â&#x20AC;˘ 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 With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

Solomon

http://www.avalara.com â&#x20AC;˘ 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels. kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. 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.

Rentals

Navision

Avalara, Inc.

Customer Relationship Management

Retail Management System

MetaďŹ le 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. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

INDUSTRY

Oil and Gas

Wholesale Trade: Durable Goods

INDUSTRY

Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

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.

Software Corporate Services

Staffing/Recruiting

Dynamics Jobs http://dynamics-jobs.com/TheList +44 141 228 6107 NEW: Dynamics-Jobs.com Microsoft Dynamics Job Board. 100â&#x20AC;&#x2122;s of live Dynamics jobs and 1000's of Dynamics candidates seeking their next job, why not make www.dynamics-jobs. com your ďŹ rst stop when advertising or applying for your next job. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Axapta

http://candidate-search.nigelfrank.com/Thelist 212-731-8282 Microsoft Dynamics Candidate Search Browse through over 8,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed. Professional Advantage http://www.profad.com â&#x20AC;˘ 877-897-1209 1StaďŹ&#x20AC; StaďŹ&#x192;ng & Recruiting Software 1StaďŹ&#x20AC; provides an Front-to-Back solution for the unique needs of the staďŹ&#x20AC;ing industry. 1StaďŹ&#x20AC; allows Sales StaďŹ&#x20AC;, Recruiters, Payroll and Billing Specialists to all work on the Microsoft Dynamics Platform.

Warehouse Management

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.

KEY:

Nigel Frank International

Great Plains

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.

2B Solutions, Inc http://2bsolutions.net/wimscrm/ 866-408-9991 Warehouse Information Management Solution for CRM Mobile Scanning. Web Based. Track eNSYNC Solutions, Inc. products, customers, orders and more! http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any moAccellos, Inc. bile device. More than 75 standard DAX http://www.accellos.com â&#x20AC;˘ 719-433-7000 functions with and without barcoding. Accellos One Warehouse Fully-integrated warehouse manage- Custom transactions available. ment & 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 WithoutWireTM Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install ASC Software solution with robust features. 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.

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Solomon

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. 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.

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). kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. 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.

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 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.

Customer Relationship Management

Retail Management System

Point of Sale

Horizontal Analytics

Automation

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

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Application Lifecycle Management

Adxstudio Inc. http://www.adxstudio.com â&#x20AC;˘ 800-508-7811 Adxstudio ALM Toolkit Essential tools that help automate change management for CRM projects within Team Foundation Server or source control systems. Supports agile methodologies, developer isolation and multiple environment deployment.

Asset 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. KEY:

Axapta

Great Plains

m-hance http://www.m-hance.com +44 (0)844 264 0932 m-hance Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & reconcile direct to GL.

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.

Barcode Data Collection

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...

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.

Navision

Solomon

Budgeting

Computer Productivity Services Inc. 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.

Solver

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. Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

Business Intelligence Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.

Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, ďŹ lters, sorting, grouping. summaries, drill down to source screens, & more.

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform. Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

Customer Relationship Management

Retail Management System

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.crgroup.com â&#x20AC;˘ 613-232-4295 Trend Miner An out of the box BI visualization tool for CRM. Trend Miner empowers the user to gain insight into their historical information and visually see data trends. It provides access to all of the users custom entities.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

HORIZONTAL

Banking

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.

MetaďŹ le Information Systems, Inc.

http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

HORIZONTAL

Solver

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.

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. Ariett Business Solutions, Inc.

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

TARGIT

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.

http://www.halobi.com â&#x20AC;˘ 888-300-0219 NEW: Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile. Solver http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Axapta

Great Plains

Total Dynamics Solutions, LLC

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 NEW: ReadSoft Online for Accounts Payable Automation Automate invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture, workďŹ&#x201A;ow & reporting integrated with Dynamics. Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Check Printing Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web. Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Bottomline Technologies http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Business Process Management

Halo Business Intelligence

KEY:

http://www.targit.com â&#x20AC;˘ 813-933-4600 TARGIT Decision Suite Make better decisions faster, improve operations, decrease costs and increase income- TARGITâ&#x20AC;&#x2122;s BI software solution.

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.

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications. ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget. 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.

Solomon

Customer Relationship Management

Retail Management System

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

EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Stop ďŹ ghting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire compensation process right inside of Dynamics GP.

Point of Sale

Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Brokerage & Commissions Automate the calculation of Brokerage & Commissions (including splits) for sales transactions. Create programs by date range, item attributes, & customers and assign prices by units of measure or % of product $'s.

Communication m-hance http://www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 m-hance Social Business Fully integrated Enterprise Social Networking tool for GP, maximise collaboration & communication.

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. m-hance http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Enhanced Vendor Price Management for Dynamics GP A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buying process, reduce admin costs and improve accuracy of cost of sales.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbelaâ&#x20AC;&#x2122;s Security Manager radically simpliďŹ es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012. 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!

Great Plains

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts. 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. Seemlessly integrated with Sales Order Processing and Cash Receipts.

Credit Card/Check Processing

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.

Azox, Inc. http://www.azox.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. 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. BluePay, Inc. http://www.bluepay.com â&#x20AC;˘ 630-300-2368 Credit Card Processing Single Source Provider: GP Plug-in/ payment gateway/merchant account for processing for credit cards & checks.

Navision

Solomon

Trillium Software http://www.trilliumsoftware.com/ microsoft-crm/ â&#x20AC;˘ 978-436-8900 Trillium Software Trillium Software, the leading best-ofbreed enterprise data quality software, plugs directly into Dynamics CRM for data de-duplication, global address validation, merging, and data enrichment for quality CRM data.

Visionary Software Consulting, Inc. http://www.crm-rules.com â&#x20AC;˘ 877-276-1942 CRM Rules! for Microsoft Dynamics CRM 2011 Easily customize complex CRM dynamic forms without knowing JavaScript.

Data Integration 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.

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 eBridge platform to seamlessly integrate customer and opportunity data. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets 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. Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Customer Relationship Management

Retail Management System

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 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. Computeration, Inc. http://www.computeration.com 866-808-7964 Zap! Integration Easy to use Excel trx imports with AA dimensions & friendly error reports.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

HORIZONTAL

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.

Axapta

Corporate Renaissance Group

Ariett Business Solutions, Inc.

Compliance

KEY:

Cost Accounting

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 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.

HORIZONTAL

Jitterbit http://www.jitterbit.com â&#x20AC;˘ 877-852-3500 Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back oďŹ&#x192;ce through Jitterbit Integration solutions. Scribe Software http://www.scribesoft.com â&#x20AC;˘ 603-622-5109 Scribe Insight Data migration & data integration for MS Dynamics and legacy systems. Scribe Software http://www.scribesoft.com/online 603-622-5109 Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.

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. 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 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

KEY:

Axapta

Great Plains

Beck Consulting http://bcpacknship.com/ â&#x20AC;˘ 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.

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

AdvTrex http://www.advtrex.com 855-238-8739 ext. 107 NEW: TitaniumGP AdvTrexâ&#x20AC;&#x2122;s TitaniumGP Tool brings additional functionality to Dynamics GP making GP a much better experience. Includes 5 easy to use tools in one product: Copy/Paste, Elastic Windows, Search, Next ID, Save to Excel.

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 AXtension Kitting Multiple items dynamically combined into one product. 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.

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Solomon

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 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 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. 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 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. EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. 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

m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Trade Counter for Dynamics GP For those companies who oďŹ&#x20AC;er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse. m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vehicle Load Planning for Dynamics GP Plan deliveries using routes, product weights and vehicle capacities. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - 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. 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. V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution. WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 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!

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.

Point of Sale

Computer Information Enterprises kCentric Technologies Inc

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 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

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. 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.

Ariett Business Solutions, Inc.

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Enterprise Content Management Optimized use of tagged documents in your critical business processes. Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

KEY:

Axapta

Great Plains

ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget.

E-commerce

Navision

Solomon

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.

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.

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

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

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

MetaďŹ le Information Systems, Inc.

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 handling web orders and fulďŹ lling them through Dynamics GP.

Azox, Inc. http://www.azox.com â&#x20AC;˘ 734-928-6010 eSource B2B and B2C and Sales Portal Integrated B2B, B2C & Sales Portal web environments with built-in CMS, SEO, and advanced browse/search features.

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 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).

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+

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. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transaction fees â&#x20AC;&#x201C; over 1000 trading partners.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

HORIZONTAL

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.

Field Service Management 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.

HORIZONTAL

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Isis, Inc. Datahaven is the only scanning, OCR, http://www.isissoftware.com/enha/isis_sl_ and workďŹ&#x201A;ow solution natively embedexpanded_master_info.aspx â&#x20AC;˘ 804-762-4200 dedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout 401K Data Interchange Transmit your 401K collection data the Microsoft Dynamics user experience from Payroll electronically to your and available to non-Dynamics users from Microsoft Outlook. investment bank. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Liaison Software Corp Positive Pay Perform Positive Pay from Accounts http://www.liaisonsc.com Payable and Payroll to your issuing bank. 714-543-9877 ext. 201 Liaison Messenger EDD Radley Corporation Batch email, fax, print, archive Invoices, http://www.radley.com/MSDynamicsAX/ Statements, Sales Orders, Purchase EDI.htm â&#x20AC;˘ 248-559-6858 ext. 114 Orders to customers, vendors, sales. Radley iCARaS - The Complete Attach supporting documentation. Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS Use existing reports (GP report writer, - complete Automotive EDI solution. SSRS, Crystal). Prod. Schedule Release Acct, Label m-hance Compliance, ASN Generation, CertiďŹ ed http://www.m-hance.com â&#x20AC;˘ +44(0)844 264 0932 Honda Compliance. Ideal for Automotive, Active Documents for Heavy Truck, RV/MC/ATV & more. Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables REPRINTING of remittances. 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.

Electronic Document Delivery (Email)/Faxing

Axapta

Great Plains

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. 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.

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

Alba Spectrum Corporation http://www.albaspectrum.com 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.

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.

KEY:

Electronic Signatures

Expense Solutions

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.

Ariett Business Solutions, Inc.

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Solomon

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.

DFC Consultants, Ltd http://www.dfcconsultants.com â&#x20AC;˘ 701-281-6112 NEW: Software Consulting Job cost and ďŹ eld service outsourcing solution, speciďŹ cally WennSoft.

FieldOne Systems http://www.ďŹ eldone.com â&#x20AC;˘ 201-252-8900 NEW: 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.

Rimrock Corporation 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.

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 Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, and electronic approvals of individual line-item expenses.

Customer Relationship Management

Retail Management System

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.

Point of Sale

General Ledger

HR Management Corporate Renaissance Group

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.

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 â&#x20AC;˘ 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.

InďŹ nia Business Technology http://www.ExcelIntegrator.com 260-485-0665 InďŹ nia Integrator GL Allow users to copy and paste journal entries from Excel to Dynamics GP. KEY:

Axapta

Great Plains

HR Services Inc. http://www.mystaďŹ&#x192;ngpro.com â&#x20AC;˘ 800-939-2462 myStaďŹ&#x192;ngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires. Integrity Data http://www.gphrp.com â&#x20AC;˘ 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/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. 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.

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. Professional Advantage http://www.profad.com â&#x20AC;˘ 877-897-1209 1StaďŹ&#x20AC; StaďŹ&#x192;ng & Recruiting Software 1StaďŹ&#x20AC; provides an Front-to-Back solution for the unique needs of the staďŹ&#x20AC;ing industry. 1StaďŹ&#x20AC; allows Sales StaďŹ&#x20AC;, Recruiters, Payroll and Billing Specialists to all work on the Microsoft Dynamics Platform.

Inter-company Processing Corporate Renaissance Group http://www.crgroup.com/combiner.php 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.

Navision

Solomon

Inventory Enhancement 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. m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights for Dynamics GP Provides catchweight functionality in sales, purchasing and inventory. m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements for Dynamics GP Import and export pricing data, allow for customer speciďŹ c pricing and load new customer deals. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Item Management Manage catch-weight items & show all qty's & UOM's for units, weight & price on each transaction. Setup unlimited attributes & set rules by Item Class. Other properties include: Inactivate, UPC, GTIN & many more. 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 â&#x20AC;˘ 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 2B Solutions, Inc http://2bsolutions.net/wimscrm/ 866-408-9991 Warehouse Information Management Solution for CRM Mobile Scanning. Web Based. Track products, customers, orders and more! 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.

Customer Relationship Management

Retail Management System

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. 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.

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.

Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionmcr-multichannel-retail/ â&#x20AC;˘ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

HORIZONTAL

AdvTrex http://www.advtrex.com â&#x20AC;˘ 855-238-8739 ext. 107 NEW: TitaniumGP AdvTrexâ&#x20AC;&#x2122;s TitaniumGP Tool brings additional functionality to Dynamics GP making GP a much better experience. Includes 5 easy to use tools in one product: Copy/Paste, Elastic Windows, Search, Next ID, Save to Excel.

http://www.crgroup.com â&#x20AC;˘ 613-232-4295 emPerform emPerform is an easy-to-use, webbased appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

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.

m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers for Dynamics GP Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another. m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Unit of Measure Management for Dynamics GP Users need to look at sales performance in one consolidating unit, perhaps tonnage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually.

HORIZONTAL

m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment for Dynamics GP EďŹ&#x20AC;ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any 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.

Invoicing Enhancement AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 NEW: 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 888-898-4330 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. m-hance http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Enhanced Returns Management for Dynamics GP Speed up the handling of returns in GP and improve operational control.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage â&#x20AC;&#x201C; 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 NEW: ReadSoft Online for Accounts Payable Automation Automate invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture, workďŹ&#x201A;ow & reporting integrated with Dynamics.

Job Costing Azox, Inc. http://www.azox.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. Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility. KEY:

Axapta

Great Plains

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Solomon

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. 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 â&#x20AC;˘ 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. WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 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.

Marketing Automation

Labeling WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

Manufacturing Enhancement

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + Seamless Integration w/ Microsoft Dynamics. Close deals up to 80% faster! CRMUG booth #627. Outsmart. Outsell. 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.

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. WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Engineer to Order ETO produces a Manufacturing Estimation, (estimated cost to produce to spec), including Estimation BOM, Routing, and Miscellaneous Costs.

Customer Relationship Management

Retail Management System

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. SalesFUSION, Inc. http://www.salesfusion.com â&#x20AC;˘ 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

Mobility 2B Solutions, Inc http://2bsolutions.net/mobilecrm/ 866-408-9991 Mobile CRM Field Sales/Service, Camera/Barcoding, Quotes, WMS, Inventory/Order Mngt. 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 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 easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.

Point of Sale

NAV and CRM Integration

Payroll Enhancement Ariett Business Solutions, Inc.

SalesFUSION, Inc. http://www.salesfusion.com â&#x20AC;˘ 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

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.

Payables 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.

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 NEW: 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.

Ariett Business Solutions, Inc.

InďŹ nia Business Technology http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator AP Allow users to copy & paste Payables transactions from Excel to Dynamics.

KEY:

Axapta

Great Plains

Navision

Solomon

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. 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

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. 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.

http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

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.

m-hance http://www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 Purchase Management for Dynamics GP Browser based purchasing transaction entry and approval fully integrated with Dynamics GP Payables, POP, Inv and Project Accounting.

InďŹ nia Business Technology http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator PR Allow users to copy & paste Payroll transactions from Excel to Dynamics.

m-hance http://www.m-hance.com â&#x20AC;˘ +44(0)844 264 0932 eInvoicing for Dynamics GP Fully integrated AP eInvoicing for GP, removes paper & scanning process.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workďŹ&#x201A;ow.

Customer Relationship Management

Retail Management System

Integrity Data http://www.gphrp.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven improvements for 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_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank. 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. 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.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

HORIZONTAL

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.

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.

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. 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.

Procurement Management Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 NEW: 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. Ariett Business Solutions, Inc.

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Sierra Workforce Solutions

HORIZONTAL

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

Portals

Adxstudio Inc. http://www.adxstudio.com â&#x20AC;˘ 800-508-7811 Adxstudio Portals Supercharge Dynamics CRM into an interactive, web-based engagement platform with Community, Retail and eGovernment portals. Responsive web designs, social engagement tools, help desk, web forms & content management. 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 ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets 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.

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. Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

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.

Project Accounting

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 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. Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more. 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.

Purchase Order Processing Enhancement Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 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.

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 NEW: 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.

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 Purchase to Pay and Travel & Expense 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. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Vendor Price Matrix Vendor speciďŹ c unit costing for purchase orders. 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. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

KEY:

Axapta

Great Plains

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘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 888-898-4330 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.

InďŹ nia Business Technology http://www.ExcelIntegrator.com 260-485-0665 InďŹ nia Integrator AR Allow users to copy and paste AR transactions from Excel to Dynamics GP.

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.

KEY:

Axapta

Great Plains

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 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.

Navision

Solomon

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. 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 http://www.m-hance.com â&#x20AC;˘ +44(0)844 264 0932 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP. m-hance http://www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 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.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 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.

Reporting Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, ďŹ lters, sorting, grouping. summaries, drill down to source screens, & more. 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.

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.

Customer Relationship Management

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

HORIZONTAL

Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools. Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

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. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Promotions & Rebates Automate Promotions, Rebates, & Royalties. Include as SO line items or accruals. Establish rules by date & customer and price items by UOM or %.

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 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly.

Axapta

Great Plains

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.

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.

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.

Cincom Systems, Inc

Liaison Software Corp

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Customer Service Collection Enhance SOP: check for duplicate PO's; assign credit limit process holds; move sales docs between batches; print shipping labels; show apply info on SOP docs; view unallocated inventory & expected receipt dates. EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets 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.

Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting - Forms Printer Print SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats.

KEY:

Fastpath Solutions, Inc

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Solomon

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - 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.

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. 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. 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.

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.

FASCOR http://www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 FASCOR TMS TMS is an integrated solution for small parcel and ltl shipping. Carrier CertiďŹ ed for UPS, FedEx, USPS (Endicia), LTL and other carriers. Feature rich and user conďŹ grable / multiple integration options.

Security

Customer Relationship Management

Retail Management System

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - 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.

V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

Point of Sale

V-Technologies, LLC http://www.shipgear.com â&#x20AC;˘ 800-462-4016 ShipGear for UPS WorldShip and FedEx Ship Manager Access Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically update freight charges and tracking info.

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.

Data Masons Software

http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.

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.

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.

KEY:

Axapta

Great Plains

FASCOR http://www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 FASCOR WMS Trusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies. Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionfb-foodbeverage/ â&#x20AC;˘ 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. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features.

Navision

Solomon

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 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 888-898-4330 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_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_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.

Tax

Avalara, Inc. http://www.avalara.com â&#x20AC;˘ 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling 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;˘ 702-948-6554 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 702-948-6554 DynamicZip Manage & report nationwide sales and use taxes from within GP.

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.

Time and Attendance

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.

Business Computers Software, Inc.

Customer Relationship Management

Retail Management System

http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

HORIZONTAL

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.

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.

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll.

Trade Promotion Management

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).

HORIZONTAL

KEY:

Axapta

Great Plains

Flintfox International Limited

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.

Workflow / Notifications Alba Spectrum Corporation http://www.albaspectrum.com 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.

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement. Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. 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. 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.

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. Integrity Data http://www.u-linc.com â&#x20AC;˘ 217-732-3737 ext. 0203 U-LINCÂŽ, powered By Integrity Data U-LINC adds comprehensive, ďŹ&#x201A;exible workďŹ&#x201A;ow and notiďŹ cation capabilities to Microsoft DynamicsÂŽ. It easily automates your business processes and creates real-time notiďŹ cations within your entire Dynamics system.

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Services .NET 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. 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 by NetStandard 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.

Rose Business Solutions, Inc Data Resolution, LLC http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 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.

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;˘ 952-258-6300 ext. 6321 Cloud Hosting Services for ERP and CRM Simplify Your Business. Cloud Hosting Services With Ultimate Flexibility.

Business Portal Development 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.

Closing Sales

InsideView http://www.insideview.com/microsoft 415-728-9300 InsideView InsideView: 2013 CODiEâ&#x201E;˘ for Best Sales & Marketing Intelligence Solution.

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.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label â&#x20AC;&#x153;Cloud Business in a BoxTMâ&#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!

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

KEY:

Axapta

Great Plains

Navision

Rose Business Solutions, Inc http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the ďŹ rst on-demand Microsoft Dynamics GP application. Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today! Scribe Software http://www.scribesoft.com/online 603-622-5109 Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.

Solomon

Customer Relationship Management

Retail Management System

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! Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more. 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.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2013

SERVICES

Custom Development

Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

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 â&#x20AC;˘ 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.

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.

SERVICES

Axapta

Great Plains

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

Data Services

KEY:

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.

Sierra Workforce Solutions

Member Organizations

Dynamic Communities

Managed Services 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.

The Partner Marketing Group

Market Research

http://www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.

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

Marketing Planning & 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.

OnDemand Trials

Rose Business Solutions, Inc http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics AX, GP, NAV, and CRM 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

Looking Glass Marketing 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.

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.

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.

Recruitment Services

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.

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.

Navision

FALL 2013 | THEPARTNERCHANNEL.COM

Solomon

Customer Relationship Management

Retail Management System

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Nigel Frank International http://candidate-search.nigelfrank.com/Thelist 212-731-8282 Microsoft Dynamics Candidate Search Browse through over 8,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed.

Sales Tax Management Service

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!

Software Development Consulting Avalara, Inc. http://www.avalara.com â&#x20AC;˘ 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

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.

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.

Training

Writing/Documentation Services

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. 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.

All Abuzz, LLC http://www.allabuzz.net â&#x20AC;˘ 303-956-9677 All Abuzz Business Writing & Marketing Sales Literature, Web Content & Consulting. Bring in new business with powerful, eďŹ&#x20AC;ective, copy. Together, we'll make your words work! 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.

Upgrades 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.

Have The List help you like it helped John with FASCOR: â&#x20AC;&#x153;I wanted to you to know that we received a call from a Microsoft Dynamics GP customer who inquired about our FASCOR WMS product. When I asked how they learned about us, they said their Partner found our solution in The Partner Channel Magazine in The List!â&#x20AC;? SERVICES KEY:

Axapta

Great Plains

SERVICES

John Klare, Jr. FASCOR

The Partner featured for the ISV Partner ProďŹ le is randomly selected from those Partners participating in The List. To learn more about The List contact Jane@thepartnerchannel.com.

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Get Your Hands On The List To Go! Keep an up-to-date list of Microsoft Dynamics products and services in your pocket anywhere you go. Add The List: Mobile to your mobile device from www.thelistmobile.com

KEY:

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FALL 2013 | THEPARTNERCHANNEL.COM

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Search by company name, keyword, or ﬁlter by Microsoft Dynamics product line to ﬁnd the products you need.

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FALL 2013 ISSUE RECAP ARTICLE RECAP We hope you beneﬁt from each and every issue of The Partner Channel Magazine. Here are just a few key takeaways from the leadership, sales, and marketing content within this issue…enjoy!

LEADERSHIP

» Take the time to look and to listen. Be honest with yourself and the team. Refresh, reboot, reconsider, and regroup. (from “Step Back to Move Forward”, page 16)

» Turn your learning tasks into mini vacations. (from “The Constant Traveler”, page 30) » Love your employees as much as your proﬁt. (from “Workplace 2.0: The New Reality”, page 46)

SALES

» Learn from Keurig: Take something that is subpar, such as office coffee, and package it in an appealing way convenient enough for the masses. (from “See Change Differently: GO 3D”, page 18)

» Your customer is not a Vulcan; we lead with the human, and bring in our Vulcan sides as a

WHAT DO YOU THINK? We feature regular polls on www.thepartnerchannel.com. Visit us online and weigh in!

AD & LIST DEADLINES Please make note of the following deadlines for the Winter 2014 issue: » Magazine Ad Deadline: November 11 » News Submission Deadline: November 11 » The List Will be Open for Edits: September 30 – October 11 Contact Jane Olson at Jane@thepartnerchannel. com if you want in!

check. Speak to their emotional side, and you’ll close the sale. (from “Selling to Mr. Spock”, page 34)

MARKETING

» Focused marketing yields better results and lower costs. (from “Are You Keeping Up with the Times? Or Keeping Up with the Joneses?”, page 22)

» The greater the knowledge you have about what’s working and what’s not will ultimately help you work smarter and achieve greater marketing ROI. (from “The NEW Rules of Marketing”, page 38)

» Inbound marketing has a 62 percent less cost per lead than outbound. (from “Marketers: Claim Your Front Row Seat!”, page 52)

QUOTES

» You must be the change you wish to see in the world. –Mahatma Gandhi » If you don’t like something, change it. If you can’t change it, change your attitude. –Maya Angelou

REMINDERS!

HUMAN INTEREST STORY RECAP

The Partner Connections Event is creeping up fast. If you haven’t already, make sure to register and join us October 20-22 in Florida!

This quarter, we ﬁnished the two-part series of “All in the Family”, highlighting…

THE

PARTNER CONNECTIONS AX | CRM | GP

EVENT

2013

www.thepartnerconnectionsevent.com

» » » »

Mark Rockwell and Kelli Sexton of Rockton Software Bobby and Robert Jackson of Integrity Data Ora Goldman and Craig Klapman of Mekorma Gary and Linda Artis of InterDyn Artis

If you have ideas for a human interest story exemplifying the “dynamic” people in our line of business, please drop Jenny Davis a line at Jenny@thepartnerchannel.com. THEPARTNERCHANNEL.COM | FALL 2013

FALL 2013 ISSUE RECAP THANK YOU FOR YOUR ELOQUENT WORDS! 1045 Broadway, Fargo ND 58102 www.thepartnerchannel.com | 701-526-3454

WHY SHOULD YOU TAKE A SECOND LOOK AT TPC MEMBERSHIP? CONNECTIONS: With everything The Partner Channel provides, connections are the ultimate result…

» Free additional magazine copies connect your oﬃce. » Monthly Member conference calls provide valuable tips/ tricks for Partners in the channel, connecting you with invaluable resources. » Monthly e-Newsletters connect you with relevant, educational, and timely news that aﬀects your business. » Use of the Member logo connects you to other Members of The Partner Channel. Sign up for just $300 a year and make the CONNECTIONS that matter to your business!

MEMBER STAY UP TO DATE WITH TPC! Facebook /ThePartnerChannel

Linkedin /company/the-partner-channel

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Tiffany Allen, DynamicPoint (http://dynamicpoint.com) “The Partner Channel Magazine is our #1 resource to get our message out to an accurate audience, every time.” Jeffrey Porter, RockySoft Corporation (http://rockysoft.com) “I always look forward to reading The Partner Channel Magazine and find that the content is very interesting, on topic, and easy to read, which makes it all very valuable to our company.” See YOUR name and website URL in print by telling us what you think about The Partner Channel Magazine, The List, or The Partner Channel in general! Email your words to Bethany Foyt at Bethany@thepartnerchannel.com.

The List Mobile Get your hands on

The List to go! Find the right Microsoft Dynamics solutions in seconds. Keep an up-to-date list of Microsoft Dynamics products and services in your pocket. www.thelistmobile.com

FALL 2013

www.thepartnerchannel.com

The One About

UPGRADES

]] Celebrating Our

FOCUSING ON YOUR BUSINESS, THOUGHTS, AND SKILLS

10TH YEAR in Publication!

]

Celebrating

PARNERS

2013 MICROSOFT DYNAMICS PARTNER RECOGNITION

INTERVIEW WITH

Neil Holloway FEATURE:

Allin theFamily

Magazine

PART 2

www.thepartnerchannel.com/magazine 90

FALL 2013 | THEPARTNERCHANNEL.COM

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