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SPRING 2014

www.thepartnerchannel.com

REFLECTIONS ON MICROSOFT’S NEW CEO

SATYA NADELLA

Successful DIYers

IN THE PARTNER COMMUNITY

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VS

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contents 3PRINGs4HE0ARTNER#HANNEL ® Magazine 3PR

DEPARTMENTS Leadership

14

Dreamers, Dealers, and Doers

IN EVERY ISSUE

9

FEATURES

26

21

Word-A-Ganza

DIYers at their Finest!

Explain It Inside Before You Take It Outside

11

42

Successful DIYers in the Partner Community

Contributors

On the Homefront Reflections on Microsoft’s New CEO

22

Do It Yourself Leadership Development

38

Logo Contest

48

12

How Much Does Marketing Cost?

The Community Scoop

Sales

13

Hiring for Higher

Events Save October 13-14 for The Partner Connections Event 2014!

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54

TPC Caption Contest and Results

30

52

Marketing and Sales Outsourcing Do’s and Don’ts

Compass Technologies

Marketing

56

Business Rescue

Members Only Corner

Advertiser Index Find the Solutions You Need: Part 1

57

The List Find the Solutions You Need: Part 2

40

ISV Profile RedTail Solutions

News

18

34

Keep Calm and Do It Yourself (Or Not)

46

SEO: DIY or N-O-T?

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

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NOTES

from The Partner Channel

The Partner Channel Magazine Spring 2014 ®

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

Publisher TPC Publishing Editor-in-Chief Jenny Davis Copy Editor Kate Mund Writers Bethany Foyt Jasmine McNellis Jenny Davis Contributing Writers Adrianne Machina Bonnie Robertson Cheryl Strege Joe Mechlinski Michael Brown Pam McGee Peter Joeckel The Partner Marketing Group Tracy Faleide Art Director Shawn Olson Contributing Artists Dave Swang John Holland Matt Mastrud Advertisement Sales Jane Olson Membership Program Manager Jasmine McNellis

The One About DIY Versus Oursourcing

I

f you’ve spent any time watching HGTV or scrolling through Pinterest, you know that the DIY – do it yourself – bug is rampant. Historically, Microsoft Dynamics Partners are DIYers – figuring out the best way to get the job done through networking, training, and digging in to get the job done. However, tools, programs, and consultants have come along over the years to take the edge off, giving outsourcing a good name as you feel (part of ) the weight of the world coming off your shoulders. I thought it would be interesting to look at DIY versus outsourcing this quarter, taking the stance that each has its place…you just need to figure out where that place resides for the interests of you and your organization. Another special feature for this issue popped up during the first week of February, when Satya Nadella was named the next CEO of Microsoft. We interviewed Satya and Doug Burgum in our Fall 2006 issue, and we bring you a snippet of Satya’s forward-thinking vision on page 11 in the “On the Homefront” space. I’m thinking a follow-up interview may be a tough one to nail… As always, thank you to our advertisers, participants in The List, contributors, and production team – we wouldn’t be here without you! This is our fourth issue within our 10th year of publication. If you’ve been there from the very beginning, drop me a note at Jenny@thepartnerchannel.com. It would be great to catch up!

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. SPRING 2014

www.thepartnerchannel.com

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

On the Cover REFLECTIONS ON MICROSOFT’S NEW CEO

SATYA NADELLA

The term “Swiss army knife” was coined by U.S. soldiers after World War II due to the difficulty they had in pronouncing the German name, Schweizer Offiziersmesser, which was directly translated as “Swiss officer’s knife“.

Successful DIYers

IN THE PARTNER COMMUNITY

Cover illustration by Matt Mastrud for The Partner Channel ®.

DIY

VS

OUTSOURCING ]] Celebrating Our

10TH YEAR in Publication!

]

]

This publication is printed in the U.S.A. by Forum Communications Printing.

THEPARTNERCHANNEL.COM | SPRING 2014

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CONTRIBUTORS MICHAEL A. BROWN

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

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

Email: Michael@michaelabrown.net LinkedIn: Michael-a-brown

MICHAEL A. BROWN IS KNOWN INTERNATIONALLY as the Business To Business By Phone® expert. Since 1986, his consulting and training clients include a “who’s who” of successful business marketers, from startups to the Fortune 100. He is a top-rated speaker at The Partner Event and other conferences, and at corporate marketing and sales meetings. Michael is one of BtoB magazine’s Who’s Who Top 100. Learn more about Michael at www.michaelabrown.net.

PAM MCGEE BONNIE ROBERTSON

Email: Pmcgee2@hotmail.com

Email: Bonnie@bonnierobertson.com LinkedIn: Bonnierobertson

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

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

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

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.

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

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.

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

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

TRACY FALEIDE GAINED 20 YEARS OF EXPERIENCE IN COMMUNICATIONS, project and team management, planning, and results-based execution by holding several team and strategy leadership roles at Great Plains Software and Microsoft. She is a writer and coach, helping clients tell their stories, establish confidence of purpose, and see things differently. THEPARTNERCHANNEL.COM | SPRING 2014

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ON THE

HOMEFRONT

Reflections on the Naming of Microsoft’s New CEO,

SATYA NADELLA story by JENNY DAVIS

T

iming is everything. If we shipped this magazine a week earlier than planned, you’d be reading something very different on this page. That topic was thrown out the door on Tuesday, February 4, when Satya Nadella was officially named CEO of Microsoft. If you’ve been in the Microsoft world for the last seven years, you’ll remember when Satya was named as corporate vice president of Microsoft Business Solutions (now Microsoft Dynamics) from his previous role leading the division’s research and development (R&D) team. Two weeks after the announcement was made that Satya would succeed Doug Burgum as the leader of Microsoft Business Solutions, I had the opportunity to interview both gentlemen to find out about their transition and business plans for the next nine months (Doug stayed on through the end of the fiscal year), how Partners fit into those plans, and where they thought the business would be in 10 years. Seven and a half years after that interview, Satya is the new CEO of Microsoft, Doug is doing fantastic things with a variety of businesses, and I have a pretty cool memory to share with family and friends. Reprinted here is that “10 years from now” question, answered first by Doug and then Satya. We still have two and a half years until we hit that magic number, but we’re tracking very well for where they thought we would be. The Partner Channel: A question for both of you: What do you think the business software marketplace will look like in 10 years? Doug Burgum: Well, I’ll kick this off and let Satya follow up. We do have a shared vision, and we’re investing in R&D, particularly to realize that vision. I think 10 years is an appropriate amount of time to look forward because in this industry, the rate of customer change comes slower than the rate of technology change. Those two things are often, somewhat, imbalanced with what the customers are able to absorb because of all of the procedures, policies, work rules, and approaches with which people surround their software with. I would say that there is a big opportunity in that Microsoft is in a unique position to deliver a set of assets that really helps businesses succeed in the ways that they want to succeed, whether that’s enhanced business insight, faster and better decision making, or being able to have small businesses sell more globally using the technology to break free of some of the historical boundaries that have restricted business growth and business success. The roots of this vision is all the work that Satya and Tami’s (Tami Reller, now executive vice president, marketing for Microsoft) team

did a couple years ago when we went out and interviewed more than 800 companies. We sort of lived with them for several days and saw how they worked and how they were using their systems. On one hand it was very gratifying to see the positive impact our software was making; on the other hand, it also presented a large opportunity to realize that a lot of the work that people actually do is outside of our system in a very ad-hoc way, whether it was a telephone, email, notes, or papers piled up in manila folders. I think that’s when Satya and his team, along with the product team, the product managers, and Tami’s team, went out and said, “Hey, how can we envision a future that brings together these worlds of unstructured and structured data in a way that really unleashes another level of productivity for customers?” And so I think there is massive opportunity bringing together Microsoft’s desktop assets with business application assets in a way that’s going to be easier to use, work more like the way people actually work, be easier to implement, and easier to modify. All of these things are going to enable more business success for our customers, and I think it’s exciting that we are pursuing a concrete vision. We know that it’s going to take time, but we’re a company that’s willing to invest the kind of money in R&D to actually have that vision materialize over time. Satya Nadella: I think that Doug captures the essence of what we’re doing very well in that description. I would just say that when we think of what we want to achieve with business applications, it’s the People Ready vision that Microsoft is now broadly talking about as a vision for business customers. Simply put, if you can amplify the impact of people, you can amplify business results. I think that very much speaks to the vision we have at MBS in terms of the software that we want to build and how we take it to market. Doug talked about the unstructured and structured world. That’s kind of how people work in the real world, so for business applications to recognize, by role, a user experience where we don’t try to introduce artificial boundaries between work, but rather really bring them together in a very seamless experience. I think that best characterizes how Microsoft Office and Microsoft Dynamics can really make a CFO to an accounts payable clerk to a manufacturing person and so on much more productive. We’ve been marching toward that vision for the last four or five years, and I think that it’s going to take us until the next decade to fully realize this, but we definitely are seeing the first signs of rolesbased user experience, as well as extensibility models, that can truly deliver on this vision. THEPARTNERCHANNEL.COM | SPRING 2014

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NEWS ChargeLogic, a certified Microsoft Partner and ISV specializing in PCI-validated applications for Microsoft Dynamics NAV, recently launched ChargeLogic Notify, email notifications for Microsoft Dynamics NAV. ChargeLogic Notify enables users to create customized, targeted emails for invoices, orders, shipments, returns, credit memos, and sales quotes and send them directly from Microsoft Dynamics NAV. Through detailed, custom messaging on standard business communications, ChargeLogic Notify helps companies increase customer satisfaction, promote brand awareness, and drive business. For more info, visit www. chargelogic.com/notify. Computeration has announced production release of Zap Integration, which extracts legacy system transactions from QuickBooks, stages those transactions in Microsoft Excel, and imports them into Microsoft Dynamics GP 2010 and 2013. Microsoft Dynamics GP Partners no longer need to

12

SPRING 2014 | THEPARTNERCHANNEL.COM

discourage expensive legacy data imports. Computeration sells Zap Integration only through Microsoft Dynamics GP VARs. Obtain demonstrations, pricing, VAR agreements, and not-for-resale code by contacting Gloria@computeration.com. Canada Post has upgraded its online postal code finder using AddressComplete, the new search-based address service launched with address management experts, Postcode Anywhere. Providing easy access to Canada Post’s property level Postal Code Address Database (PCAD), citizens in Canada can confirm shipping details by simply entering the full or partial address details in AddressComplete to obtain the properly validated address. Recognizing that many of the large postal service providers are experiencing a significant decline in traditional postal business, Postcode Anywhere saw a great strategic opportunity to partner with the postal authority.

Vaultive announced strategic relationships with public sector technology specialist immixGroup and key Microsoft Mid-Atlantic Partner CoreBTS to deliver persistent encryption for companies looking to adopt cloud services. The company also announced that Ken Knueven, previously the federal programs director for Microsoft, has joined Vaultive as its senior director of channels. With the release of Microsoft Dynamics CRM 2013 and Portable Business Logic (PBL), Visionary Software is now offering all Standard editions of its CRM Rules! 2011 and CRM Rules! 2013 FREE. That’s right: The full version and not a trial. Real software for real results. The Standard edition lets users do everything that Microsoft Business Rules does – and more. In addition to the PBL actions, the free version of CRM Rules! also allows you to Show/Hide Tab, Show/Hide Section, and Enable/Disable All Fields. Contact Sales@crm-rules.com or visit www.crm-rules.com for a copy.


EVENTS -!2#( Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class March 17-April 4 | Fargo, ND https://training.partner.microsoft.com

APRIL Enterprise Academy L200 Industry Training: Public Sector April 1-3 | Denver, CO https://training.partner.microsoft.com

Enterprise Academy L200 Industry Training: Retail April 8-11 | Atlanta, GA https://training.partner.microsoft.com

Demo2Win! Workshop for Microsoft Dynamics Partners

Enterprise Academy L200 Industry Training: Manufacturing

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

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

Discovery2Win! Workshop for Microsoft Dynamics Partners

Microsoft Dynamics AX Fast TrAX Enterprise Academy Developer Class

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

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

Microsoft Dynamics AX Fast TrAX Enterprise Academy Consultant Class

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

Enterprise Academy L200 Industry Training: Services

The Partner Connections Events October 13-14 | St. Louis, Missouri www.thepartnerconnectionsevent.com

April 22-25 | 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.

SAVE THE DATE October 13-14, 2014

www.thepartnerconnectionsevent.com

St. Louis, Missouri THEPARTNERCHANNEL.COM | SPRING 2014

13


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y cashing out of corporatetype careers or cashing in with savings we managed to tuck away, we are well on our way to one of the largest entrepreneurial booms in decades. Whether the motives are frustration with managers that “just don’t get us” or ideas “that just won’t go away”, the drive for new start-ups or the remake of existing business is happening with renaissance-like enthusiasm. As usual, we celebrate the courage and creative innovation of entrepreneurs, although we rarely understand them. In spite of the enthusiasm, the odds are not good. More than 75 percent of new businesses fail within the first three years. It is not for lack of money or capital or hard work. Along with this rebirth of entrepreneurialism are those willing to invest financially and intellectually. So how do we improve the odds of us as entrepreneurs, our ventures, and those that support them? Recent surveys of venture capitalists attributed 65 percent of failures within their portfolio companies to the company’s start-up management teams and the entrepreneurs themselves. With smart people, significant innovations, and available money, what are we missing in our analysis, planning, managing, creating, and sustaining of entrepreneurial companies? In more than three decades of working with, curiously studying, and learning from hundreds of entrepreneurs, I have come to the conclusion that understanding the primary personalities of the entrepreneurs themselves is key to leveraging opportunities as well as mitigating risks.

-%%44(%0%23/.!,)4)%3 People are too interesting to be pegged into “one” type of personality. Most of us have a mixture of traits that make us unique. We are also adaptable, which means we will change at times to better adjust or even to fight or flight. With this as a disclaimer, I have found that most entrepreneurs have stronger traits in one of three personality types: dreamers, dealers, or doers.

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SPRING 2014 | THEPARTNERCHANNEL.COM

DREAMERS

DEALERS

Dreamer entrepreneurs have an authentic “save the world” mission at heart. They are committed to making the world better in some way. Dreamers are also visionary. They see ahead and beyond in the market. They can “see” potential products or services that most others can hardly imagine – and, they can sell them. Dreamers are excellent at convincing others along the way of their vision. Dreamers are at their best at the time of start-up or during the time of needed re-invention. The danger zone for dreamers is when the business is functioning with a certain consistency, which can be viewed as boring. When dreamers experience boredom, they have a tendency to lose focus and follow-through. Dreamers have been known to create and re-create and re-create again and again in order to avoid solving a current-day problem.

To a dealer, business is a strategic game. The type of product or service is not nearly as important as the opportunity to win – and make money. Dealers are in constant negation with all they come into contact with, team, vendors, customers, and the market in general. Dealers use numbers to play their game of business and can often be found calculating formulas and scenarios on napkins in their quest to find the formula that results in true return on investment. Dealers are at their best when negotiating financing, determining pricing, and testing business models. Dealers can become obsessed with “current numbers” and miss the bigger picture of what is possible with the business. Lack of view of the bigger picture can cause dealers to continue to “deal” long after the opportunity is gone.


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DOERS Doers have a passion for what they like to work on. Often seen as artists, craftsmen, or inventors, they greatly enjoy the craft of their work and the end results of what they “do”. This type of entrepreneur can fall into the trap of perfection, placing all the efforts into “doing” and even “re-doing” a process or product, delaying it from touching customer hands. This intense focus with “doing” in the business day by day often keeps them from working “on the business” or in making decisions for the longer term strategic outcomes of where the business is headed.

Whether entrepreneurs find other partners or senior leaders to balance their strength and create a balanced “soul” for the business is crucial to sustaining a business beyond start-up or a new strategy. The first balanced entrepreneur I ever met was my father. Each year he prayed and hoped for a bumper crop, for the perfect show cattle. Despite dream-shattering hailstorms and winter losses of prime calves, he awoke each spring with a renewed hope. It’s probably why I still love springtime. His definition of success was not necessarily to get rich, but rather to provide the opportunity for family fun while fishing, an education for his children, and care for his aging parents. By today’s standards, it is questionable whether or not he succeeded, but his sense of hope, hard work, and determination are his greatest legacy. Regardless of the cruel summer storms or winter freezes, there was always spring. Always a new day. Always a new possibility. This was the dreamer in him – the belief that you could impact the world around you and the tenacity to try to do so above all odds. My father was also a dealer. He was a cattle buyer and trader. He bought and sold cattle and horses for himself as well as others. He earned his “dealer” status in a front row seat at the stockyard sales ring, where he had a reserved status on a cozy seat. His Stetson hat and his cigar were his calling card. His signals to the auctioneers were secret; they were even secret to me who often sat on his lap during major cattle buys. Only years later would I come to understand what a true dealer my father was. That was the day he walked into a reputable jeweler and attempted to negotiate the price of a “mother’s ring” for my mom’s birthday. As a young girl I was embarrassed. Today, having watched brilliant entrepreneur dealers over the years, I realize it was simply the way he saw business being done. Everything was negotiable; you just needed to decide what you were willing to “pay”. While he was all of these parts, he was also an accomplished doer. There were occasionally “hired men” to assist with the endless hours of work to be done, but his true expectation was that he and his family would and could “do” most of what needed to be done to run the operation successfully. My brothers were mechanical engineers who could fix, tinker, and weld sizeable machinery. They and our mother were veterinarians who could vaccinate, diagnose, and even assist in the birthing process of a cow or a horse. They were resource managers who had to determine the amount of feed to be leveled out for months of winter and keep water flowing in frozen springs. They had to “do” because that is what was done to keep the business of the farm and ranch afloat. In the upcoming columns in The Partner Channel Magazine, I will share the stories of dreamers, dealers, and doers I have met along the way. Other than my father, the other entrepreneurs will all have fictitious names. Nonetheless, their stories are real. Their successes and their struggles. Their wins and their losses. I have witnessed and at times contributed to them in some way – good or bad. It is with pride and great humility that I attempt to tell their stories. My purpose is that learning from their successes as well as their failures, with the hope of a new spring, could improve the odds of success for anyone who has started a business, bought a business, worked for someone who owns a business, or has a family member who has done so.

It is with pride and great humility that I attempt to tell their stories. My purpose is that learning from their successes as well as their failures, with the hope of a new spring...

THEPARTNERCHANNEL.COM | SPRING 2014

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SALES

M A R K ETI NG

L E A DE R S H I P

: R E H G I R H FO G N I IR H

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The Benefits of Outsource Talent Acquisition story by */%-%#(,).3+) | illustration by DAVE SWANG

M

ost companies think that talent acquisition is an in-house problem and shy away from outsourcing the process to a recruiting firm. But over the years I’ve seen time and time again why in-house talent acquisition never yields the same quality of results as hiring a professional does. Consider this: Assuming you’re a relatively handy person, it’s safe to say that you’re comfortable hanging pictures on a wall, painting a room on your own, maybe even unclogging a drain yourself…but what happens when you have a crack in the foundation of your house? This is no longer a do-it-yourself task. The crack is now affecting the structure of your home. This is when you call professionals, to assess and repair as needed and in accordance with their expertise. Talent acquisition is no different! Attracting, sourcing, interviewing, and eventually hiring (not to mention onboarding, training, and retaining) new employees directly affects the structure of your company the same way a crack in the foundation affects the structure of your home. All of these practices require a specific skillset to yield the kind of results most companies need in order to have a high-quality group of employees. Recent job forecasts are saying that more than half of companies plan to grow their workforce, but the biggest challenges they face are finding good candidates and filling their positions fast enough. Similarly, according to recent research from CareerBuilder (http://thehiringsite.careerbuilder.com/2014/01/02/u-shiring-forecast-trends-2014/), half of HR managers say they’re stuck with open positions for which they can’t find qualified candidates. Even worse, nearly half (46 percent) say positions remain this way for more than a quarter of the year. So, what are some of the benefits of hiring a company like entreQuest which has years of talent acquisition experience and expertise? There are several: » Improving the quality of new hires and candidates This is one of the top reasons why companies choose to outsource their talent acquisition needs, and it’s one of the biggest benefits, too. Just like how outsourcing your business’ marketing needs to a marketing agency can improve brand awareness and conversion rate, outsourcing the function of talent acquisition to someone who is specialized in attracting, sourcing, and hiring top talent will improve the quality of your next new hire. » Reducing cost Talent acquisition can eat away at your bottom line for a variety of reasons, including high turnover rates or having a position open for too long. Outsourcing your talent acquisition needs to an expert will save you money by filling the open jobs quicker and finding the right talent to eliminate (or lower) high turnover rates. » Creating a scalable platform If your company is growing rapidly, then keeping up with your talent acquisition needs only gets more and more difficult. Your current staff has to focus on filling open positions as well as performing their daily job operations. By outsourcing your talent acquisition functions, you can have a solution that will grow with your company and its needs instead of constantly scrambling just to keep up. Just like with the structure of your home, you wouldn’t trust the support of your business to someone without the tools, resources, and skills necessary to give you a productive and safe foundation. Rather than continuing to rely on internal employees for recruiting and hiring needs, consider the benefits of having higher-quality, lower-cost, and more focused employees with outsourced talent acquisition.

THEPARTNERCHANNEL.COM | SPRING 2014

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BUS NESS RESCUE: 5 Lessons from Makeover TV

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story by ADRIANNE MACHINA | illustration by MATT MASTRUD

F

lip on any TV channel today, and you’ll see no shortage of makeover shows – Bar Rescue, Restaurant Impossible, Flip This House, Hoarders…the list goes on and on. As the camera pans over the filth, and the narrator graphically describes the hidden horrors of the scene, we sit back in our recliners, aghast, “How are they ever going to turn this around? This place is bad, I mean baaaa-aaa-aaad!” followed by the smug feeling that if we ever owned a bar, restaurant, or house, we’d never, ever, EVER let ourselves get in that situation. Hopefully we won’t! Jaw-dropping TV reality moments aside, there are some real lessons from these reality makeover shows that we can apply to our businesses. One of the takeaways is when you can – and should – seek outside help instead of doing it yourself. Here’s what I’ve learned: 1. When you can’t see the problem, seek outside help. While it’s amusing to poke fun at the hoarders who describe themselves as being “a little disorganized”, we may have our own blind spots that prevent us from seeing an accurate picture of ourselves and our businesses. If asking friends, clients, or employees doesn’t shed light on the situation, it may be time to turn to a professional consultant. Both business consultants and marketing consultants often have an intake process to help accurately diagnose the source of the problem. This initial assessment often brings news you don’t want to hear about, money you don’t want to spend, and tells you to start doing things you don’t want to do. However, if you are committed to real change, it starts by getting real about the problem. An outside voice can help shake things up quickly and get you moving in the right direction. 2. When the problem is really big, seek outside help. In the reality shows, you see professionals doing the framing, plumbing, and electrical – and the homeowners painting walls. There’s a reason for that. Those big jobs take specialized skills. One mistake could injure someone, bankrupt the project, or structurally collapse the home. If you are doing anything in your business that can’t be easily undone, you should seek the advice of experienced consultants, lawyers, and/or attorneys. Big projects might include taking on a specific vertical niche, expanding geographically, completely overhauling your marketing collateral, buying a company, hiring a new salesperson, or bringing in a business partner. Spend the time and money up front to save yourself the hassle of fixing even bigger problems later. 3. When you hate dealing with the problem, seek outside help or delegate. In shows like Restaurant Impossible, we regularly see managers who don’t want to confront bad behavior from their employees. We all know that managing people is not an easy job – and it’s not a fit for everyone. If you’d rather be sitting in the back room, running the accounting and the software systems, find someone else to manage the day-to-day operations. If you’re not good at selecting the right candidate to fill an open position, hire a recruiter. If you’re not great at closing sales, hire a salesperson. Often you’re already wearing too many hats. Pass the jobs you don’t like onto someone else who has a passion for it.

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4 When you’ve learned the ropes, do it yourself. Once the makeovers are revealed and the TV crews go home, aren’t you curious if the show participants stayed improved? I’d bet quite a few people on the makeover shows revert to their old ways. Once you learn what you should be doing and how to do it, you should start taking over the process yourself. Most business processes need to be repeated daily, weekly, monthly, or annually. For example, let’s say you hire a web designer to build you a brand new website. It’ll look fabulous for a while, until the content starts growing stale. Once your website is live, learn to maintain it yourself. If you hire an external marketing director, have that consultant mentor internal staff along the way. That’s the best way to maintain control and keep from having to repeat the makeover process. 5. When you are working at your calling, do it yourself. Overcoming a major life obstacle can be a transformative event and help people find their calling. Overweight, out-of-shape people who get fit will sometimes turn into fitness trainers as a way to keep themselves motivated as well as “pay it forward” to someone else who is struggling. If you’ve transformed your own business or a client’s business, keep passing on the good mojo.

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If you wrote a piece of code that saved a client $100,000 in shipping costs, package it up and sell it to another company who can benefit from your efforts. You’ll sometimes see clients become consultants and vice versa because once the knowledge has been learned, the person wants to create even more transformation. The bottom line is this: When you love what you do, keep doing it! Finally, the biggest thing we can learn from makeover TV is the one thing that the TV shows intentionally keep hidden from us – the truth that real transformation doesn’t happen in a weekend. It takes months of coordination by a team of specialists to pull off the results shown. In real life, there are no “voilà, wave the magic wand” overnight transformations. You can’t build a decent website or write a book in a weekend. Real transformation takes time, planning, and commitment. Instead, focus on making small changes in habits that are applied every day. Yes, it takes time, but it’ll be so worth it in the end! If you need a marketing consultant or copywriter that can help makeover your business, contact “The Tornado” of Tornado Marketing, Adrianne Machina, at Amachina@ tornadomktg.com or 608-213-0377.


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

Business Rescue Community Compass Technologies Convergence Cost of Marketing

R E S R E D T A I L S O L U T I O N S T H E P A R

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

E T H E P A R T N E R C H A N N E L G N I V A P R

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

Y S O S R A O L O N H C E T S S A P M O C D A D D

O C M T L N L N Y A W E H T G N I V A P R O R A T

Do It Yourself Do’s and Don’ts Hiring for Higher Keep Calm Leadership

U I M E L E R E B U S I N E S S R E S C U S N E A

T M U L M L A F S E H G I H P I H S R E D A E L I

H A N T R B C O M M U N I T T Y S P R I N N C I S

I N I H E S E K E E P P S N O I T U L O S D O H C

Marketing Member Microsoft Dynamics Outsourcing Partner

S Y T E D R L R L P L N A D Y N A M I C S D S T I

F D Y L A B U S I N E S S R E S C U E N C O T U M

A F E I E T S T L M E E T H T W A Y W E A N O O A

L L L S L F E E E A B C C P T N L R T L L T F Y N

L E I T M O E H A R M N S T L O E N H A M S M E Y

Paving the Way RedTail Solutions Sales See You This Fall SEO

I S B M A S Y T O K E E A P M O C R E S K N A E D

G R O O R O O E D E M G G N I I T E K R A M R S T

O U M B K R S E N H I R I N G F O R H I G H E R F

L O L I E C S T L T R E D N E G R E V N O C K T O

Spring St. Louis The List Mobile The Partner Channel TPCE

O Y E L T I R L T G S V L S T L O U I S S T L O S

N T N E I M E N N I G N N I C R U O S T U O N R O

H I N S N S E I G O L O N H C E T S S A P M O C R

C O A A G N R E D T A C I L C E N T R A P E H T C

E D H L R P U O Y T I O D P T H E L I S T M O B I

T N C E S T H E L I O U T S O U R C I N G R S T M

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FEATURE

M

any times, going that extra mile in what we don’t know a whole lot about can all be worth it. Our good friend, Robert Frost, said it best: “Two roads diverged in a wood and I – I took the one less traveled by, and that has made all the difference.” In the Microsoft Dynamics community, instances like these happen more often than you think. What is it about our tenacious Partner channel? It could be your techy charm, your “can do” attitudes, and an ingrained email etiquette that can’t be taught, but I dare say it’s your love of adventure in a marketplace that’s eager for more personal connections, more education, and more creative thinking! So who are these valiant pacesetters in our Microsoft Dynamics Partner community? Let’s meet a few who are experiencing success in “do it yourself ” (DIY) projects, programs, and more!

Partners, Dynamics University distributes more than 9,000 magazines quarterly and helps users and customers optimize their Microsoft Dynamics investment. Through this shared marketing mechanism, Partners participating in Dynamics University can benefit from referrals when it makes sense as well as take part in a collaboration of best practices. Deals have even been won. Eric shares, “One of our Partners left a few magazines in a California airport and actually ended up winning a deal because of it.” “It may be old-school marketing to publish a magazine, but it definitely builds trust and relationships. We see it as a key differentiator for us at Summit Group Software. Doing it entirely by ourselves wouldn’t be manageable — we are not in the business of publishing magazines, we specialize in software! But that’s what’s so great about our Partner network,” Eric continues. “Everyone takes turns in providing content, and we work together to keep it fresh.” There’s no doubt this project has been a story by BETHANY FOYT learning experience for Eric and his team. They do the magazine layout internally and find themselves wearing a lot of different hats. “It’s been a challenge, but a creative one that keeps us on our toes,” Eric says. “I feel Dynamics University is a great example of how Partners ERIC GJERDEVIG, can collaborate on something that would be out of reach individually. As SUMMIT GROUP SOFTWARE: Partners, we need to do more of that and work together.” FOUNDER OF DYNAMICS UNIVERSITY

Successful DIYers in the Microsoft Dynamics Community

Dynamics University (www.dynamicsuniversity.com) was never really a concrete idea envisioned by Eric. It started out as a company newsletter that shared educational opportunities with Summit Group Software customers and quickly turned into a fullblown training resource. After conversations with non-competitive Partners, Eric realized that by combining efforts, they could provide a more complete resource for their collective customers. Now with 11 22

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Want to get involved? Although there are some non-competitive parameters to being a Dynamics University Partner, anyone can advertise in the magazine. Spots are limited to 16 advertisers per issue to keep the content front and center. Contact Eric at Egjerdevig@ summitgroupsoftware.com for more information.


EMILY NORAUSKY, TRIDEA PARTNERS: A++ STUDENT IN THE MICROSOFT RAMP PROGRAM Like a lot of Partners, Tridea Partners has relied heavily on the referral part of its business for many years. Recently, though, the company started looking at things through a marketing eye thanks to Microsoft’s RAMP program that helps Partners grow their business at a lower cost per sale by focusing on repeatable vertical marketing and campaigns. Emily joined Tridea Partners a little over a year ago as the company’s sole marketing professional and is one of Microsoft’s stellar students in RAMP. In just a year, Tridea has seen a significant increase in web traffic, established YouTube, Google Plus, and Twitter accounts, joined the ERP Software Blog, launched targeted Life Sciences and nurture campaigns, created six white papers and 20 videos, identified an integrated marketing and sales plan, implemented a marketing automation solution, and upgraded its website as well as invested in a microsite. (PHEW!)

Emily credits a lot of this success to RAMP. “RAMP encourages us to move forward in the right direction and holds us accountable. For example, if we were not participating, the Life Sciences demo vignettes that we have created would not have received as high of a priority and would likely not have been completed as fast,” she explains. The resources, educational opportunities, and assistance from the program are extremely helpful, but Emily shares that, “Sometimes the information and ideas are so great, you just want to run with it. But just like many Partners with a small marketing department, we need to sit with it, prioritize, and allocate before setting the action plan in motion. Although we are not completely repeatable yet, we are excited about the progress we have accomplished so far.” Want to get involved? All Partners and ISVs can benefit from RAMP readiness training on PartnerSource: https://mbs.microsoft.com/ partnersource/northamerica/readiness-training/partneracademy/MSDYN_RoadtoRepeatabilityTraining

STEVE DWYER, APPOLIS: FOUNDING MEMBER OF THE DISTRIBUTION SOFTWARE BLOG As a Microsoft Dynamics ISV specializing in warehouse management and inventory automation, Steve has always been interested in creating an ecosystem that involved Partners and ISVs to showcase the compelling value of Microsoft Dynamics GP to customers and prospects in the distribution industry. When an opportunity presented itself with a handful of other distribution ISVs and The Partner Marketing Group to create a group blog, Steve saw its value immediately. “At Appolis, we strive to actively participate in the distribution industry by sharing the best information and leading solutions with our customers and prospects. The Distribution Software Blog (www.distributionsoftwareblog.com) is our vehicle for this by allowing us to speak from our strengths, warehouse management and inventory automation, while other ISVs are speaking to their strengths, ultimately showing how that all ties back to the Microsoft Dynamics stack of solutions.” With a group of ISVs aligned to a common goal, and a team of professional marketers willing to manage the actual blog website and memberships for them, The Distribution Software Blog has been running since the fall of 2010. The blog currently has four ISVs and seven Partners offering timely, relevant blogs about distribution. Steve has found success from participating in more ways than

he anticipated, “Blogs are more informal, and that resonates with prospects. Each blog is also a living piece of literature that really complements our wide variety of marketing initiatives. It’s also success of a sort when Microsoft pays attention and empowers its ISV and Partner community to take good ideas of a DIY nature and run with them. For example, managers of The Distribution Software Blog (The Partner Marketing Group) were able to interview Microsoft distribution professionals and offer those as downloads for prospects on our site. This team effort has allowed us to infuse the blog and our content with more strength.” As one of its founders, Steve says the biggest hurdle of participating in a group blog is getting internal team members with a great deal of knowledge to explore blogging. “Everyone wants to write the perfect blog, and while they may be ashamed of draft mode, blogging is the best place for our team to test the waters. Because of this struggle, it’s apparent that managing a blog all on our own wouldn’t be realistic,” he continues. “At least in combination with other industry experts and the team at The Partner Marketing Group, we can keep the site full of timely and relevant content that boosts our online ranking and increases our rate of success.” Want to get involved? You can become a distribution Partner or ISV blogger if you don’t compete directly with the community already out there. Contact Michelle@thepartnermarketinggroup.com for more information.

THEPARTNERCHANNEL.COM | SPRING 2014

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call with other Microsoft Dynamics Partners and ISVs; in a matter of two months, the group is already up to 15 people. “Similar to social media, it’s this type of engagement that builds trust and elevates the Microsoft Dynamics community.” Want to get involved? Follow Jon on Twitter @jon_rivers and send him a note at Jon.rivers@datamasons.com if you’re interested in participating in the monthly marketing call. Jon also manages the @ datamasons twitter account, so make sure to follow to receive lots of great information about EDI and the community as a whole.

JON RIVERS, DATA MASONS: SOCIAL MEDIA EXTRAORDINAIRE Jon Rivers joined Data Masons in 2010 and made social media a marketing priority from the get-go. It took some time to get a feel for it, but now Jon is making waves on Twitter, LinkedIn, Facebook, and Google Plus. With more than 2,000 Twitter followers and 9,000 LinkedIn connections, it’s difficult for Jon to take a few days off. “It’s now at a point when I take a vacation, I have three or four people asking where I am,” he shares. When asked how he manages his daily tasks in addition to social media, Jon replies, “It’s really become second nature and natural to multi-task throughout my day.” He also has a few tools he relies on to stay engaged at any moment. He uses HootSuite to schedule posts and has TweetDeck running on his desktop all day so he can view and react to feeds in a timely fashion. Because Twitter is so saturated with information, Jon creates hashtag filters for the Microsoft Dynamics community on his TweetDeck to make retweeting or sharing relevant information that much more convenient. “Social media is a lot of trial and error, but if you’re not using hashtags, you’re probably not getting through to the right audience.” While Jon has tried a few campaigns to increase the Data Masons following, he says it’s the expertise they share in blogs, event recaps, and more that help drive people to follow them organically. “It’s also important to make what you share personal. A lot of Partners are trying to automate the process, but that doesn’t give the right impression. It’s too generic and turns people off.” In addition to his online outreach, Jon has recently started a monthly marketing 24

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TM

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LEADERSHIP

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SA LE S

M A R K ETI NG


EXPLAIN IT

INSIDE BEFORE YOU TAKE IT

OUTSIDE story by TRACY FALEIDE | illustration by JOHN HOLLAND

S

o there we were in a conference room waiting for the VP of our department to start the monthly huddle. Imagine our surprise when three strangers filed in behind him, looking slightly awkward. “Hey, everyone,” said our VP in an overly bright voice, “I’m super-excited to introduce you to Vikram, Becky, and Matt from Hip Name Consulting. They’re getting started next week designing our Cool New Thing program.” And then all we could hear were the voices in our heads asking “what, what…wait…WHAT???” I wish I could tell you this is an exaggeration. But it isn’t. I’ve seen variations of this unfortunate scene play out several times. Company leaders frequently (and wisely) opt to “rent versus buy” to increase capacity or fill gaps. In their zeal to get or stay ahead of the market, deliver against customer commitments, or otherwise gain a competitive advantage, they often skip explaining the “why” of outsourcing. And then they fall into the trap of underestimating the resulting hit to morale and scope of oversight needed. Consider the steps below to avoid falling into the same trap:

INVOLVE THE TEAM IN THE DECISION TO OUTSOURCE. The most common complaint you’ll hear about outsourcing is, “we could get this done faster with better quality.” And they’re often right. However, they’re not taking into consideration opportunity cost, market position, and the risk of negative publicity due to a missed commitment. It’s not because team members can’t grasp these factors. It’s because they’re not invited to the table when these factors are discussed. Once a foundational understanding is reached about the necessity of outsourcing, team members will contribute several out-of-the-box ideas. They simply need to be asked. WARNING: If you’re looking to outsource because your staff lacks perspective, maturity, or specific skills, you must address that before you bring in an outside firm. If you don’t, your team will work extra hard to sabotage every effort of the partner you choose. And the outside firm will be placed in a difficult situation, which could give them a negative impression of your company. THEPARTNERCHANNEL.COM | SPRING 2014

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INCLUDE A FEW INFLUENCERS IN THE SELECTION PROCESS. Team members will be the biggest critics of vendor ďŹ rms unless a trusted few among them are involved in screening. Because even your high performers may feel anxious about an outside ďŹ rm coming in, leaders need to put in extra time assuring them. Sincerely asking for their help to select the best external team (because they are the best internal team) can go a long way to ease concerns. WARNING: Don’t forget to acknowledge that experienced team members will be called upon to provide context and oversight far more than you hope during most outsourced projects. They’ll be happier to help if workloads are adjusted accordingly.

ASSIGN ONE RELATIONSHIP MANAGER; CLEAR HIS/HER DECK. All too often, leaders rely on wishful thinking to cover the additional project and people management duties brought on by outsourcing. Avoid confusion, frustration, and wasted spending by putting someone clearly in charge of the relationship, process, and outcomes. Ensure that person has enough time to devote to successful delivery. And that he/she will be supported by required subject matter experts across the organization.

ASSESS QUALITY THE RIGHT WAY. Typically, you’re hiring an outside ďŹ rm to deliver something

you don’t have the skills or capacity to deliver. Let them do what they’re good at, versus turning in work that meets your “status quo� expectations. Find a way to get fresh eyes reviewing their work. Even better, get it in front of your customers. At the very least, be sure you make no assumptions about the quality of the work being delivered. It’s still your butt (and reputation) on the line.

EXPAND THE RELATIONSHIP WHENEVER POSSIBLE TO MAXIMIZE MENTORSHIP. Leaders often oversell the fact that the organization can beneďŹ t from the outsourcing ďŹ rm’s knowledge without providing realistic pathways to it. Be sure to build time and forums into the schedule for knowledge sharing. Bring internal and external team members from all levels together as partners working together to meet a goal or serve a customer. Avoid settings that create sides or widen gaps. Neutralize potentially adversarial situations by forcing constant attention on the shared goal. It might sound like another exaggeration, but often the best thing for leaders to do while contemplating outsourcing is ask, “how would I feel if my boss brought a rented ‘VP of my area’ into our next sta meeting‌unannounced?â€? Even if you meditate twice daily and can bring your resting heart rate to fewer than 40 beats per minute, you wouldn’t be at peace if that happened to you. Now you’re better equipped to prevent it from happening to others.

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Marketing and Sales

OUTSOURCING s t ’ n o D d n a Do’s

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story by MICHAEL A. BROWN | illustration by DAVE SWANG

A

lmost without exception, Microsoft Partners are splendid experts at their craft. They know the technology and its applications. They can make the bits and bytes sing with efficiency. They can troubleshoot the most arcane and complex glitches. They are really good at DOING the business. But sometimes they need help GETTING the business…the marketing and/or selling that make the technical engagements possible. Others simply don’t have enough marketing/sales staff to do it all. That is why Partners may choose to outsource lead generation and development, or even actual sales, either to large contact center organizations or to smaller, independent vendors or agencies. For some, outsourcing has produced misunderstandings, mismatched expectations, underperformance, and even lawsuits. Conversely, other Partners report terrific results. The purpose of this article is to help steer Partners away from the former and toward the latter.

WHAT TO LOOK FOR AND INSIST ON

» The service bureau does not staff-to-forecast; rather, they forecast-to-staff. If the former, their “stable” of callers

» » » » » » » »

and the callers’ quality will fluctuate widely. Also, their management will spend more time recruiting and interviewing than attending to your project. Conversely, forecast-to-staff generally yields a more dependable group of permanent callers, meaning a greater likelihood of continuity and success for your campaigns and projects. They have not more than 30 percent temporary callers. You need to know who is calling on your behalf at all times and that they are trained and competent to do so. Their focus matches your need: stand-alone campaigns or sustained opportunity development. Their labor market, education, and turnover rates will support the right types and levels of calls to the kind of people you need to reach. For example, do not accept recent college grads to contact your C-level prospects. They can prove and demonstrate their experience calling prospects and customers whose profiles match those in your market sector. They have audio recordings of real calls and will let you listen to them. They apply valid business-to-business practices and metrics, not business-to-consumer. There is a HUGE difference. Their technology is compatible with yours. You can monitor calls from anywhere on the planet. Their customers’ customers say good things about the calls they received.

HOW TO MANAGE THE PROCESS FOR SUCCESS

» Make 100 percent sure you, your in-house colleagues, and the service bureau know what comprises a viable opportunity. This is crucial because the word “lead” has as many meanings as there are Partners. Likewise, “lead” usually has multiple meanings among your service bureau’s multiple clients. » Develop and document the criteria for ongoing opportunity development. Opportunities are seldom binary “qualified” or “unqualified.”: Rather, they are analog and change by time and circumstances. Make sure your service bureau is able to nurture the “not no but not yets.” » Go to your service bureau and educate them. Teach them what you want them to say that is unique to your company. Train them how to say it and make them practice until it sounds right. Product training is secondary. And then listen to them. Do not default these matters to the service bureau’s management or staff. Do these things live and in-person yourself but not alone! » Pay for the combination of production and artistry…they do enough of what you need and do it well. But do not do business on a “pay per lead” or “pay per appointment” basis. Doing so is an enticement to violate the qualification criteria and nurturing rules.

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» Do not incentive downstream conversions of opportunities to

» Overseas cultures mean calls and conversations are quite

sales. Conversions are up to you, not the service bureau. They have little influence and zero control over what your own organization does with the “leads” they release. » Remember that the service bureau is a business. Yes, they conduct marketing/sales on your behalf, but they have to make a buck, too. You will not get million-dollar performance on the cheap.

different from those in the USA and Canada. As such, the U.S. tech company had to adjust some of its expectations and metrics such as “calls-to-advance” the name into a lead and then into an opportunity. » Overseas reps who call North America struggle with call resistance, English as a second language, and regional colloquialisms. Reps in the U.K. less so, but they encounter quite a few contacts who do answer their phones but who sound entirely bored with the communication. » Funniest experience…for whatever reason, the Costa Rica printer who prepared the participant training materials bound the pages in reverse order, with the start of the program at the back of the book. We joked that the program is in Spanish, not Hebrew. I conducted the program in Spanish and English, and the reps were great!

WHAT ABOUT OFFSHORE? During 2013, I assessed and trained seven worldwide contact centers (phone/e-mail/chat) operated by third-party providers for a major U.S. tech company. Here is some of what I heard, saw, and learned. » The earnestness and will-to-perform of the reps is better than expected. » The reps’ ability to conduct genuine marketing and sales conversations versus mechanical Q-and-A interaction is worse than expected. Many reps did not or cannot conduct realtime interactive business dialogue…they ask scripted or CRM data field questions in the sequence the fields appear on their computer screens. Contacts dislike this and say so.

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Michael A. Brown is president of BtoBEngage and Business To Business By Phone®, marketing advisors and sales trainers to the high-tech community. Located in Austin, Texas, Michael can be reached at www. BtoBEngage.com or 800-373-3966.


MARKETING

L E A DE R S H I P

SA LE S

KEEP CALM AND

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story by THE PARTNER MARKETING GROUP

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think we all have the DIY (do it yourself ) gene in us (hence the popularity of HGTV, Pinterest, and Etsy). Whether it’s building a treehouse for the kids or striving for the perfect line of tile in the bathroom remodel, we love the feeling of accomplishment when we start – and finish – a project. But the reality is that projects get stalled for various reasons, take much too long, or are never completed (I have a stack of aged barn wood that isn’t going to form itself into a bookshelf!). In marketing the same thing often happens when developing a yearly marketing plan, creating that compelling industry-specific whitepaper, or designing the perfect nurture campaign. The key is not to give up and throw in the towel. Learn how these three Partners conquered their own DIY challenges!

DIY MARKETING PLANS SCENARIO: Facing intense competition from Sage and Intacct, a stagnant local economy, and an unpredictable marketing budget, this Microsoft Dynamics ERP Partner stressed over the creation of the marketing plan for the year. Sure, it was easy enough to repurpose it from the previous year with the magic of copy/paste. But that meant not much thought was given in regards to what worked, what didn’t work, who the target buyer is today, how results are measured, and where the gaps are. Regrettably, this plan focused on the tactical “we should do this because the competition does” without looking at the overall strategy and footprint of the company – social properties, branding, messaging framework, website, industry expertise, campaign execution, etc.

If your marketing has always been successful and you continue to grow your business at a better rate than you have in the past, you may have found a marketing formula that works for you.

WHERE DIY WORKS: If your marketing has always been successful and you continue to grow your business at a better rate than you have in the past, you may have found a marketing formula that works for you. Continue down that path! There is nothing wrong with that – just remember to take a step back every year to analyze the previous year’s successes and failures to ensure you can “course correct” when necessary. You obviously have the skills to not only drive the strategy, but also execute the tactics on a consistent basis.

WHERE DIY FAILS: It’s very difficult to be the DIY expert on every element of marketing – strategy, branding, social media presence, website best practices, search engine optimization (a huge and complex skill on its own), call-downs, content creation for specific buyer personas as well as industries, events, blogging, marketing automation, analytics, ROI, and the list goes on. This Partner was investing heavily in pay-per-click (PPC) without a well-thought-out strategy (who are we trying to attract, and what’s the offer that will convert them from visitors to leads?). Without meaningful content to entice the prospect, the PPC campaign failed miserably (and expensively). In this case, switching the investment from money paid to Google to money paid for relevant content helped them lay a good long-term foundation for other tactics (nurture, outbound campaigns, social) without being subjected to the whims of a search engine. Remember – search engines don’t buy software. People do.

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As you know, PartnerSource contains a wealth of videos, infographics, ebooks, and more to supplement your DIY marketing. » For the DIY nurture marketer – Nurture Toolkit: https://mbs.microsoft. com/partnersource/northamerica/partner-essentials/guideshandbooks/MSDPartnersERPinSMBToolkit » For the DIY social media marketer – Butterfly Social Media Publisher: www.thepartnermarketinggroup.com/butterfly-publisher/

WHEN TO BRING IN AN OUTSIDE GROUP/ RESOURCE: The way we market today has evolved vastly from how we did it even three years ago. With much of the buying process being conducted online, there is often little insight into who the buyer, the influencer, and the researcher is today. If you don’t have the time to constantly monitor and research the trends affecting how your prospects purchase today, it’s a smart idea to talk to someone who does. For example, I pay someone else to do my taxes. Sure, I could be the DIY person (how hard can it be?), but it makes sense to outsource something that (1) I truly don’t like to do, and (2) I know a CPA can bring new ideas and knowledge that I don’t possess. In this case, paying an expert to ensure it’s done right makes sense.

DIY CONTENT CREATION & DESIGN SCENARIO: A national accounting firm with a strong technology practice created a series of white papers, written by subject matter experts (SMEs) in the organization. The white papers addressed very specific business process challenges that could be solved with Microsoft Dynamics ERP and Microsoft Dynamics CRM. Written by accountants, the tone and titles of the white papers could best be described as “scholarly.” The marketing team wanted to promote the white papers to a broad range of midsize companies in addition to their existing enterprise client base. Needing a marketing vehicle with wide appeal to introduce the value of the white papers, they decided on infographics. Providing a valuable offer to their established email contact list, the infographics appealed to a wide set of prospects. The white papers were then promoted to the more targeted audience that responded to the initial infographic offer. WHERE DIY WORKS: The consultants and SMEs in your organization know

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the pains and practical benefits that your solutions offer to clients. Extracting that information out of the consulting teams is always a challenge for the marketing team – billable time comes before marketing. Often, when you do get content from the subject matter experts, it is so technical or specialized that it doesn’t appeal to a wide audience. The marketing team’s challenge is to get that targeted information into the right hands. One way to achieve that is to cast a wider net with a broader message, then filter down to the more targeted audience. WHERE DIY FAILS: Finding the right vehicle to set the stage for more targeted messaging is critical to your campaign response. You need to engage with a broader message but provide enough detail to demonstrate the specific value you can deliver. Infographics, when well done, can provide both. Creating a professional-looking infographic with engaging messaging backed up with pertinent statistics is a very time-consuming process. While there are infographic templates widely available, they are limited in design flexibility. Most professional infographics are created in Adobe Illustrator, aligned with brand colors and corporate design standards. While statistics are readily available online, you can spend a lot of time searching for just the right one. WHEN TO BRING IN AN OUTSIDE GROUP/ RESOURCE: The marketing team in our example knew that they needed an outside source to create the infographic. Professional infographic designers have the tools and experience to create a visually striking piece. When you choose a designer with experience in your industry, they will also have experience finding statistics that will educate and interest your prospects.

DIY NURTURE CAMPAIGNS SCENARIO:


On a personal note, we have our own failed DIY projects: » Cheryl Strege: pie crust » Cheryl Salazar: cake pops » Michelle Glennie: she doesn’t fail at anything “crafty” » Barb Pfeiffer: re-upholstering » Barb Levisay: ice cream cakes

A channel Partner with a focus on inbound marketing (and extensive inbound traffic) relied on those efforts to attract and convert prospects. Prospects that completed web forms were immediately called, and when not qualified, were at best returned to sales, and at worst, discarded. While sales discarded those leads that were not ready to buy today, marketing continued its efforts to find and attract new prospects. This was happening in spite of the company KNOWING the value of nurture: “Companies that excel at lead nurturing generate 50 percent more sales-ready leads at 33 percent lower cost.” (Forrester Research)

Tackle that marketing project with enthusiasm! WHERE DIY WORKS: Organizations with strong service level agreements (SLAs) between sales and marketing, a pre-sales resource, a lead scoring system, and a marketing department that can manage a monthly high-value touch to FUTURE prospects can be incredibly successful when adding nurture activities to their mix. The actual “pushing out” of nurture campaigns through your marketing automation tools and recording of results (in your CRM system) are also good DIY projects for ANY marketing organization. WHERE DIY FAILS: More than any other tactic, nurturing prospects over a longer time frame needs a commitment from the top. The need to nurture prospects almost always breaks down at the same time for all companies. When is that? When the pipeline is empty, sales is

screaming, and management wants to see leads TODAY. Marketing is pulled in another direction, and nurture stops while all hands scramble for the short-term fix. WHEN TO BRING IN AN OUTSIDE GROUP/ RESOURCE: The marketing team in our example knew that they had neither the time nor tools (including relevant thought leadership content) to nurture their prospects, but they also wanted control over the “touches” and the information on customers that a good nurture program can provide. Their solution? Split the difference. They outsourced the creative elements of a nurture campaign – the monthly email touches, calls to action (such as whitepapers and ebooks), and then brought the execution in-house. This was an ideal strategy for them and even kept them on track when the inevitable “we need LEADS NOW” battle cry was heard. Since they had outsourced and paid for their nurture program already, they couldn’t justify NOT taking the hour or so each month it would take for them to set up the emails and hit send. The upside? They ARE seeing leads from their nurture campaign as they stay top of mind with people who weren’t ready to buy six months ago but are now coming back for more information.

SUMMARY Tackle that marketing project with enthusiasm! It will take you a long way on the DIY path. But knowing there’s usually a limit to how much time you have, consider outsourcing the elements that (1) take a specialized skillset, and (2) take you much too long to complete on your own. If you need help, don’t call us for tax advice or cake pops, but DO call us for help with your marketing plans, content creation (infographics, ebooks, websites, emails), blogging, nurture, and more. Contact Info@ ThePartnerMarketingGroup.com or call 605-574-9432.

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CONTEST

Spring 2014

SALES

Note: This is not the hidden logo!

MARK MA RKET RK ETIN ET ING IN G

LEAD LE ADER AD ERSH ER SHIP SH IP

THE CALL

Julia Friemering of myStaffingPro found the hidden logo in Peter Joeckel’s “The Bagel Call” article on page 16 of the Winter 2014 magazine. Let’s give it another try. The submission rules for this quarter’s contest are the same – log on to www.thepartnerchannel.com/magazine, under “Find the Logo Contest” to let us know where you think the logo is located. A winner will be drawn at random and will receive a cool gift that’s sure to point you in the right direction every day!

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WINTER 2014 Location

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

contents

WINTER 2012

www.thepartnerchannel.com

7INTERs4HE0ARTNER#HANNEL ® Magazine

IN EVERY ISSUE

FEATURES

9

25

Contributors

How Trustworthy Are You?

26

Surely on Santa’s Nice List

11

SETTING THE

Direction

DEPARTMENTS Leadership

12 News

FOR THE NEW YEAR

TPC Caption Contest and Results

On the Homefront Sounds Like a Relationship

Celebrating the Good in the Community

15

Events Planning Winter Through Spring 2012

Word-A-Ganza

30

Convergence Tip of the Week Festival

44

Electronic Signature 101

40 50

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

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

Mark Albrecht, Microsoft

Sales

TPC Interview

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ISV Profile Panatrack, Inc.

CLOUD

A

53

Members Only Corner

COMPENSATION

5280 Solutions

PLAN THAT WORKS

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16

The Entrepreneurs’ Corner

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Logo Contest

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18

A Greeting from TPC

Make 2012 The Year That You Keep Your Promises

TPC Photo Caption

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CONTEST

When Customers Sell for You

46

A Compensation Plan That Works

VAR Profile The Resource Group

Marketing

59

Marketing Stickiness

The List Updated and Ready for You Each Quarter

Out With the In With the

OLD NEW

Front cover

What could Jesse Byam possibily be thinking about?

22

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

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

82

Out With the Old, In With the New

The Product Experts

Follow the Yellow Brick Road

Advertiser Index

is two (2) tickets to your local cinema.

48

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

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

5

Table of contents

THEPARTNERCHANNEL.COM | WINTER 2012

Photo caption page

26

The end of each article

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

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ISV PROFILE

COMPANY: RedTail Solutions INTERVIEWEES: Chris Brunelli and John Matera HEADQUARTERS: Westborough, Massachusetts PHONE: 866-764-7601 EMAIL: Cbrunelli@redtailsolutions.com WEBSITE: www.redtailsolutions.com ESTABLISHED: 2004 Chris Brunelli

The Partner Channel (TPC): How did RedTail get started? Chris Brunelli (CB): The co-founders of RedTail worked for a mid-sized biotech firm and were frustrated with the existing technical tools. They left, partnered, got investors involved, and created RedTail. Ten years later, here we are! John Matera (JM): RedTail started in the cloud, before it was even called “the cloud.” Thousands of trading Partners used electronic data interchange (EDI), but it was difficult and consumed too many resources. It was a natural process to outsource – which is where RedTail stepped in. TPC: Tell me more about your products. CB: We are the only managed EDI source delivered from the cloud, and we manage it so our customers don’t have to. Most of our customers are mid-size companies that only have one or two IT resources and are stretched pretty thin, so they can’t afford to be well-versed in EDI in addition to their other duties. We provide “everything EDI” in one vendor, so when EDI “hits the fan”, customers don’t have to call their Partner, then a software provider who made the integration, then an EDI shop. They contact us, and we fix the problem pronto! TPC: What do you like most about the EDI world? CB: One-third of gross domestic products are transacted over EDI. And as old as it is, EDI is really the original way business systems have been speaking to each other since 1974. JM: Suppliers that want to sell to big retailers have to use EDI. That makes it a great marketplace for a service provider like us, as we both enable the commerce and make the pain disappear. RedTail becomes their EDI resource while they continue doing what they do best – creating and distributing great products. We call it “freedom to do business.” TPC: What sort of changes have you seen in the EDI industry? JM: EDI has increased steadily since the 70s, with consistent, predictable growth. We see this persisting and becoming more and more of a fundamental infrastructure for all businesses. CB: A couple of trends come to mind: EDI has increased in use by third-party logistics providers, and as supply chains become more collaborative, companies have an increase in the number of document types exchanged. There is also a greater adoption of integrated EDI for smaller companies. The one overarching trend is that most companies are trying to reconcile cloud into their business strategy. They understand now why we got into the business 10 years ago – that’s just the way things are going.

John Matera

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TPC: What sort of issues do companies experience in terms of EDI? JM: A lot of Partners don’t specialize in EDI because it means putting a lot of time and resources into a service that is used just once in a while. CB: The traditional model for doing EDI is on-premise software typically consists of three to four software pieces that must be coordinated for every supplier-retailer trade. Those retailers can then create and change whatever specifications they want and force providers to adhere to them. This makes maintenance unpredictable and expensive.


TPC: How do you manage specifications changes for your customers? JM: We have a staff of EDI experts who get the notices and update our customers’ EDI implementations automatically. Because we’re in the cloud, they do it just once for all our customers. That economy of scale is a big cost savings. RedTail EDI is not merely hosted software; it’s a specialized system bundled with the operational expertise of our people. TPC: What do you have coming up for customers? JM: Most of the attention is on suppliers being compliant, but those suppliers buy things as well. Streamlining their procurement is becoming equally important, so buy-side EDI is growing fast. We keep up with all the changes in the Microsoft Dynamics products that we support. Customers just notify us when they upgrade to a new Microsoft Dynamics release, and we take care of the rest. We don’t really emphasize point releases because our updates roll out automatically so customers don’t have to think about what version of RedTail EDI they’re on. In addition to RedTail EDI, we have three additional products – Warehouse Link, 3PL (third-party logistics) Link, and Supplier Link. These links automate processes that previously took days of manual effort each month. Warehouse Link integrates EDI processes with a customer’s warehouse management solution. 3PL Link automates process flow with third-party logistics providers. Supplier Link integrates with PO processing flow to match POs, receipts, and invoices. TPC: What do you like about the Microsoft Dynamics Partner community? JM: When Partners get us involved, it helps everyone. The customer is discovering a service that makes their life easier, and we’re able to help the Partner solve a tough problem for their customer with little management cost. CB: Partners also have the ability to project and anticipate their customers’ needs in the next few years and start thinking about how to feather in ISV solutions like ours into the customers’ business. They draw on experiences with hundreds of customers to visualize where their particular customers are going to be in five years and how they can help with those needs. This includes not just EDI, but other things that touch EDI to contribute to successful implementations of warehouse management solutions and automatic data collection. It’s not just the VARs that we enjoy working with, but increasingly we’re working with other ISVs that contribute to the overall solution, such as SalesPad, Appolis, Savant, and Blue Moon. TPC: What is the number one reason Partners like working with you? JM: We take this messy application off their plate so they can deal with more profitable things. Our Partner program includes repetitive revenue sharing, so they like that as well. CB: They also like the fact that we provide a managed service, meaning that they don’t have to be involved at all. They don’t have to get EDI smart to help their customers succeed. Everything is RedTail through and through, and they don’t have to get involved in support situations. JM: Any Partners who have read this and dealt with EDI will understand instantly!

Partners also have the ability to project and anticipate their customers’ needs in the next few years and start thinking about how to feather in ISV solutions like ours into the customers’ business.

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LEADERSHIP

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Do It Yourself What Do You Buy, Build, and Partner? 42

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story by PAM McGEE | illustration by DAVE SWANG

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ome companies send their leadership team to training with high hopes that they will be the company’s “magic bullets” upon their return. Other companies assume that someone who is a subject matter expert is also a great manager. Worse yet, some companies do nothing and just assume that people know how to lead and manage. The lack of leadership, although sometimes hard to measure, has a direct impact on the bottom line by causing high turnover, unfocused teams, unresolved conflict, unclear goals, no execution, and a lack of customer focus. As a company owner, I would be asking myself four things: 1. Why can’t they just do it? “It” being lead and manage. 2. What do I have to do myself within my company? 3. What do I need to buy from someone else outside my company to build leaders? and 4. What are some partnership opportunities to develop my leaders?

WHY CAN’T THEY JUST DO IT? It is tricky because some people have natural leadership skills they have acquired throughout their career, their high school years, their community involvement, etc. Others have not bumped into those experiences. Some people need a little direction, and some need a lot. Despite where employees are in their leadership journey, research indicates that we all are subject a bit to the Peter Principle. The Peter Principle was first introduced in 1767 by Gotthold Ephraim Lessing in his comedy “Minna von Barnhelm” translated from German to English: “To become more than a sergeant? I don’t consider it. I am a good sergeant; I might easily make a bad captain, and certainly an even worse general. One knows from experience.” (Wikipedia.com). The Peter Principle assumes that someone doing his/her current job well, when promoted, may be promoted beyond his/her level of competence. I don’t necessarily think people are promoted beyond their level of competence, but I do think that when a subject matter expert, such as a developer, sales expert, or consultant, is promoted to management, that management is an entirely different skillset that some are not often adequately prepared to know how to do. People often can’t “just do” leadership because they have not had adequate exposure and because it is a different skillset than their subject matter expertise.

WHAT DO I HAVE TO DO MYSELF? If you are the company owner, you have three responsibilities in developing leadership: 1. You have to role model good leadership behaviors. People will look to you as a guide and a mentor and will (believe it or not) follow your good behaviors and model your bad behaviors. Research indicates that more than 80 percent of what young or new leaders pick up on the job is from watching others, yourself included. So net/net, if you don’t feel you are a strong leader, it is your job as owner to get executive-level leadership training via a strong executive leadership program in your community, online, at a summit or conference, or a personal executive coach. 2. You need to give budget to developing leaders by either sponsoring outside experiences, hiring someone in your company to focus on leadership development, or hiring an outside expert to guide you. 3. You are responsible for blessing (that is, role modeling) the leadership expectations and competencies that your company will embody. But what if you are not the owner, yet you want to build leaders? Your list is the same: 1. Role model behaviors. 2. Fund development (if you don’t have budget, there is much you can do at no charge via online sources, or buy a book that your leaders-to-be can study in a book club setting). 3. Develop and train the leadership behaviors, expectations, and competencies you want. Good resources for developing leadership competencies include pMcGee & Co., Bonnie Robertson Company, ASTD.org, and The Center for Creative Leadership. Lastly, you might consider buying the book “What Leaders Really Do” by John P. Kotter.

WHAT SHOULD I BUY? As mentioned earlier, leadership development really starts with establishing leadership expectations and competencies. Because this is the foundation and often a stretch for people without experience to do, invest in a good consultant or a good training class (ASTD.org is a great resource as is The Center for Creative Leadership). If you go the training class route, it is critical that a person has designated time in his/her current role and/or be assigned an organizational development role (if your payroll budget allows). This is deep work that doesn’t succeed if you just pile it on to someone else’s current role. The second thing that you should buy (whether you are a manager or owner) is a good assessment instrument. Using a good assessment allows you to build the leadership expectations into individual goals. Research indicates THEPARTNERCHANNEL.COM | SPRING 2014

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that companies that work with an outside firm and do a basic survey, or if time allows a, 360 assessment, get almost 50 percent quicker results on building leadership behaviors. The third thing you need to buy (if such a resource is not available in your company) is a coach. A coach can help personalize the individual’s leadership development. If you have strong leadership in your company, you can also assign coaches to people. If you choose to assign internal coaches, be sure you pick the right person exemplifying the right behavior. This is more than a mentor where they meet once a month over coffee. This is someone who is not their direct boss that has some skin in the game for their success. The last thing you may think about buying is some fundamental leadership training that is customized to your competencies that everyone in your company (yes, including the CEO) experiences. It is building the shared language and expectations that gives companies a larger advantage.

HOW CAN I PARTNER? One Partner organization has done a great job working with other Partners who they do not directly compete with to share the cost of an organizational development (OD) expert. The OD expert provides general competency development for the companies, assessment across the companies (which is cool because the owners see how they stack up against other companies), coaching, strategy development, process

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improvement, and meeting facilitation. The person is an outsourced resource that is paid for by all companies. Sometimes the companies would have one company put the OD expert on the payroll, and the other companies were invoiced; sometimes they took turns paying the consulting/coaching retainer fee each month, and sometimes they just contracted and split the cost for specific projects that each company jointly needed, such as assessments, competency development, etc. Another way you can partner is to share your people (those who have mastered the skill of leadership development) with other companies and treat it like a line of business for services consultancy: The service being leadership development, process improvement, business process development, change management, etc. The impact on the bottom line of leadership development is direct and measurable. You can measure it through employee retention, customer satisfaction, turnover, and the number of increased applicants that want to work in your company. Magnetic companies build leaders and attract and retain talent. Did you know that the number one reason (according to workforce.com) why someone joins your company or leaves your company is their relationship with their direct manager? How are your team’s relationships with their managers? Food for thought, indeed. Want to explore this more with Pam? Contact her at Pmcgee2@ hotmail.com.


MARKETING

L E A DE R S H I P

SA LE S

SEO: DIY or N-O-T?

story by PETER JOECKEL | illustration by SETH REXILIUS

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AR marketing: DIY (do it yourself ) or ship it out? That is the question of the day. For everyone with the attention span of a rooster on crack, the Twitter answer is ship it out unless you have a lot of money or can afford to hire Anya C (if you have to ask…retire now). For everyone else, I think the question is not one of DIY versus shipping it out, but rather this: Can you afford to market your business effectively on the web? Or are you just wasting money like back in the trade show days where you attended just because not being there seemed to be worse than the fact that they generated no business. The marketing and selling of ERP software has changed dramatically, and it is no longer effective to just have a great telemarketing team filling the sales pipeline like in the good old days (when GP was Great Plains and Fargo was a go-to party destination). Today prospects do not want to be contacted until they are ready to buy, and they want to contact you after researching the marketplace with Bing or other less useful search engines (wink wink). Woe be to you if you do not pop up in the top two or three in the organic search results or have a big ad words budget. Quiz for bonus points: When does research tell us that most prospects are on the web looking for new accounting software? (Answer somewhere below in a shameless attempt to get you to read the entire article). In their marketing message to Partners, Microsoft stratifies the Microsoft Dynamics sales into volume and enterprise business. The volume folks have to compete in a market space where buyers visit the NetSuite website

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and buy without ever looking at any other products. And if they do happen to look for a Microsoft Dynamics GP, Microsoft Dynamics SL, or Microsoft Dynamics NAV solution, the VAR they had better respond quickly because buyers want instant satisfaction. If the Microsoft Dynamics VAR does make it up to bat, then he or she had better be able to counter the NetSuite messaging that typically has the Microsoft Dynamics product line on its heels and playing defense. On the flip side, the enterprise VARs have the minor problem of competing against the professional sales teams from tier one ERP companies like SAP and Oracle. That is, when they are not busy bashing each other’s brains out against other Microsoft Dynamics AX VARs and selling value (if you don’t get that one you never called the sales desk). Regardless of the market space that you compete in, you have to have a great web presence to drive traffic to your site and present comprehensive content that proves that you are a legitimate firm. It is axiomatic that “being on the web and being relevant on the web are two completely different concepts”. For a great example, take a look at my website at www.turnondynamics.com/. I’ll wait… The SEO value of that site is high among friends and relatives, and it drives literally tens of page views a year. In an environment where marketing on the web is king, and SEO is the key to driving traffic to your site, staying one step ahead of your competitors for search engine rankings can mean the difference between a growing or dying practice. In my own long and distinguished VAR sales and marketing career, I have been at both ends of the web design and maintenance spectrum. As a Partner in a national firm, I recall being on multiple conference calls with Partners from around the country debating the relative merits of various fonts and font sizes. That website cost in the six figures to build and a nice house payment per month to maintain, not to mention the medical cost of removing the fork from my eye that I stuck there to ease the pain of the design calls. On the flip side, my current website was designed and built by myself using a free web design tool that comes free with my web hosting service. That service is less expensive than a grande latte and was selected primarily through extensive research reviewing Super Bowl ads. Did I mention that I am not a programmer? Fortunately (or unfortunately depending on your point of view regarding the VAR industry in general), I now find myself in a position where I need to get back into the game of being relevant on the web. The question, as posed at the start of this discussion, is how to do that most effectively: do it myself or ship it out? With a little bit of research, the answer is pretty clear to me and driven home by an article that I recently read for the “third year in a row”. Take a look at this graphic: http://venturebeat.files.wordpress.com/2014/01/marketing_technology_jan2014.png. The Venture Beat article (http://venturebeat.com/2014/01/07/947-companies-in-43-categories-theincreasingly-crowded-marketing-technology-landscape) associated with this graphic states that, “The icon-strewn graphic contains a staggering 947 companies that offer mostly web-based software as a service for marketers — yet another indication of the degree to which technology has consumed the marketing industry.” The story goes on to say that “this graphic is not comprehensive”. Based on that overview, the amount of time and effort required to effectively use the right toolset and drive traffic to your website looks like a daunting full-time job. This completely reinforces my thought that the question is not DIY or ship it out, but rather how much can you afford to hire the right people in-house or support you on a fractional basis if you have to ship it out? Either way, you can waste a lot of money by being only “half relevant”. When doing a search, have you ever looked at the second page of search results? I know that I personally don’t even want to scroll down on the first page. It is a huge challenge on a daily, if not hourly, basis to keep your company in front of potential customers by getting ranked in those top two to three organic search results. Spend nothing or not enough and the results are similar…close but no cigar…which only works in horseshoes and hand grenades. That’s all for today…I have to go change to a new font on my website. My mom thinks it will really drive traffic! Bonus quiz question answer: The highest volume of search traffic is Sunday night. Evidently that is when business owners and executives are done with their weekend and are dreading another week with their homegrown DOS accounting software, or perhaps they just settled their latest lawsuit with Platinum and are chomping at the bit for a new and improved system. That desire has them cracking a few cold ones and searching for a better solution. Peter Joeckel (Pjoeckel@turnondynamics.com) is the president and founder of TurnOnDynamics, a Microsoft Dynamics AX and Microsoft Dynamics GP Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft Dynamics GP to Microsoft Dynamics AX. Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners with a unique Dynamic CFO Service offering. Learn more at www.turnondynamics.com.

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HOW MUCH DOES

Cost? MARKETING

story by CHERYL STREGE | illustration by JOHN HOLLAND

W

hen one of your clients, likely a mid-sized business, asks you how much ERP will cost, your answer is likely to be something similar to “it depends”. You would then ask that prospect a series of questions such as… » What type of business are you and how large? » Are you in multiple locations? » Are you global? » What are your business objectives? Expansion, consolidation, business intelligence? » Are you considering an on-premise deployment or looking at cloud-based options? » How many users do you have on your current ERP solution? And the list of questions goes on and on…

WHERE TO INVEST? When a Partner asks me how much marketing will cost and what type of marketing tactics will work, the answer is the same. It depends. It will depend on… » Your business goals (lead generation or building awareness in your community?) » Your revenue goals for 2014 (net new revenue or existing customer revenue?) » What you’ve done already (has the foundation been laid with a great website and an active social media presence?) » Where the gaps lie (do you have a consistent monthly effort or just “do something” when you have time?) » What you’re prepared to do to address those gaps TACTICS: Today’s marketing game has changed dramatically from the days of direct mail and print advertising. In many cases, it’s actually less expensive to market today since many of your buyers are online, viewing videos, reading blogs, and connecting on social media. Those tactics don’t cost a lot of money to create, but a consistent presence and a constant stream of interesting relevant content are critical. And of course, your website needs to be easily found – you can start with great content that your prospects (and search engines) love and want to share. PEOPLE: Yes, you do need someone dedicated to marketing. You may think it’s easy enough to get by with the intern, the part-time admin, or asking the salesperson to “manage it when you have time”, but that’s a strategy doomed to fail in the long run. What pushes you ahead of the competition is a strategic, focused approach that uses the marketing budget wisely. After all, why spend the money on tactics if you can’t sustain them?

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CURATE: Go to the Partner portals established by the publishers with whom you work. For example, Microsoft has a Ready-to-Go site (https://readytogo.microsoft. com/en-us/Pages/Home.aspx) populated with great marketing content that they WANT you to use. You’ll also find a wealth of infographics, email templates, nurture campaign-in-a-box, videos, and much more on PartnerSource in the SMB Resource Center (see sidebar). Microsoft is also sponsoring the Butterfly Publisher (www.thepartnermarketinggroup. com/butterfly-publisher) tool to help Microsoft Dynamics Partners better manage (and consistently publish) social media content, including blog posts. The bonus? Microsoft adds new business and product news to the content library weekly so you’re assured a consistent stream of new content (that you don’t have to create on your own – woohoo!). OUTSOURCE: It’s not as hard as you think. Start small – offload the necessary but time-consuming writing tasks such as social media updates, blog posts, and e-newsletters. Then get an external writer to refresh your “About Us” page, someone who can look at your org with an objective eye. By the way, if you didn’t know that your “About Us” page isn’t about you, that is one more reason to outsource it to a pro. Let’s make this outsourcing thing easy. Writers can polish your website content and make it “prospect-friendly”. They can also craft compelling customer case studies and socialize them on your LinkedIn, Facebook, and Twitter accounts. You can find writers, consultants, SEO firms, and others who know all about Microsoft Dynamics channel Partners on Marketing Services Bureau (https://mbs.microsoft.com/partnersource/ marketing/campaigns/advertising/usmarketingservicesbureau.htm). OPPORTUNITY COST: Lastly, there’s the cost of doing nothing. What if you don’t do anything to make your audience aware of your products or services? What if your competition does and crushes you in the process? No surprise that the rate of business failure over a five-year period is a whopping 80 percent. It’s no longer an option to sit on the sidelines and hope that prospects will find and purchase from you. The sluggish economy, your not-so-sluggish competitors, and the Internet have changed the buying process. The cost of doing nothing could cost you your business.

SUMMARY Well, I haven’t exactly answered the question of “how much should marketing cost me?”, have I? Here’s a general guideline: dedicate three to four percent of gross revenues to marketing activities (don’t include salaries in this amount). And if your marketing has been “light” over the last couple of years, you would be smart to invest more heavily today to ensure momentum right at the start of 2015. Expect that any marketing activities such as outbound campaigns (telemarketing, direct mail, email, PR, etc.) and inbound tactics (website, blogging, search engine optimization, social media, etc.) will take three to five months to ramp up to a level sufficient to start generating leads. Right now, the big question to answer is “how much does NOT marketing cost me in lost sales”? The goal at The Partner Marketing Group (www.ThePartnerMarketingGroup.com) is to provide marketing services (and marketing people) that will drive new customers and additional revenue to a bottom line. Next step? If you’re ready for a strategic discussion about your 2014 marketing plan and execution (or lack thereof), contact Cheryl at Cheryl@ thepartnermarketinggroup.com or 605-574-9432.

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RESOURCES SMB Resource Center: https://mbs.microsoft.com/ partnersource/northamerica/ partner-essentials/smb-resourcecenter/R2R#GotoMarket Nurture Marketing Toolkit: https://mbs.microsoft. com/partnersource/ northamerica/partneressentials/guides-handbooks/ MSDPartnersERPinSMBToolkit Butterfly Social Media Publisher: www.thepartnermarketinggroup. com/butterfly-publisher Marketing Services Bureau: https://mbs.microsoft.com/ partnersource/northamerica/ sales-marketing/productstrategy-direction/ USMarketingServicesBureau Get Rid of Your Lousy “About” Page Once and for All: www.marketingprofs.com/ articles/2013/12126/get-rid-ofyour-lousy-about-page-once-andfor-all


CORNER MEMBERS ONLY

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

INTERVIEW Compass Technologies provides feature-rich software solutions, seamlessly embedded within Microsoft Dynamics GP, to the retail, distribution, and manufacturing industries. Compass Technologies’ endto-end solutions include enhanced functionality for retail transaction management, electronic payment processing, inventory control, back office management, bar code printing, contract and promotional pricing, adjusted payroll, and more. Compass Technologies’ flexible products are designed to meet all industry demands and those of Microsoft Dynamics GP users.

How do you like to spend your free time?

Hannah Horning, Marketing Manager

! Congratulations

I am currently a sophomore attending college full-time and double majoring in psychology and criminal justice. When I do have some free time, I enjoy spending time with my family and friends as well as attending school events such as tailgating and football games.

What’s your preferred method of networking with other Partners? I love social media and especially email marketing campaigns. I enjoy looking at the ads and reading newsletters from other businesses to see what is current and to learn about what others are doing in their companies. We utilize LinkedIn, Twitter, The ERP Software Blog, and Google Plus in our marketing efforts.

The arrival of spring often gives us an incentive to clean up the clutter. Do you or your company have any spring cleanup rituals?

2005 APRIL » EthoTech Inc. » Mekorma » Sherwood Systems

2006 MARCH » InterDyn - BMI

2008 APRIL » Cincom Acquire » HR Services Inc.

2010 MARCH » Integrity Data APRIL » DynamicPoint Inc.

2011

For marketing, we take time to find out what events are coming up for the year and forecast how we would like to spend our marketing funds.

MAY » Scribe Software

What is the most beneficial aspect of The Partner Channel’s membership program for your company and why?

2012

I enjoy reading The Partner Channel Magazine. Some of my favorite things within the magazine are the highlighted company profiles, tips and tricks, and the marketing section. I love The List and also think The List: Mobile is a great tool.  

MARCH » Crestwood Associates LLC

2013 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. 52

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APRIL » ACOM Solutions, Inc.


CONTEST

TPC Photo Caption

Our photographer at The Partner Connections Event 2013 managed to capture a high five in the wild! This is not a canned image, folks! What do you think prompted said high five? 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.

Winter 2014 Photo Caption

CONTEST RESULTS Thanks for playing last issue’s contest! Our winner is Brenner Klenzman of WilloWare Inc.: “Cupid-GP prepares to take a shot at creating another ERP love affair.”

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Fixed Asset Tracking ✔ Add New Asset ✔ Update Asset ✔ Validate Assets ‌ and more

Field Sales ✔ Take New Order ✔ Point of Sale ✔ Order Delivery ✔ Accept Payment ‌ and more

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ADVERTISER INDEX Adxstudio Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Integrity Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

AIM Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .56

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

MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . . . . . . . . . .10

Arbela Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .32

Azox/k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

OneNeck IT Services . . . . . . . . . . . . . . . . . . . . . . . . . . . .39

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

Panatrack. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Business Computers (Time Matrix) . . . . . . . . . . . . . . . .12

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

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

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

Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

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

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

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

EthoTech, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

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

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

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

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

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SPRING 2014 | THEPARTNERCHANNEL.COM

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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 or simply scan the QR code below:

Table of Contents Industry...................Page 58 Horizontal................Page 65 Services...................Page 80

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 Condominium Developers

INDUSTRY

Agriculture Joesoftware Inc. http://www.joesoftware.com • 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/ products-solutions/junctionmcr-multichannel-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. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup. RedTail Solutions http://www.redtailsolutions.com 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 • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Radley Corporation http://www.radley.com 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 • 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. O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 oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Vicinity Manufacturing 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.

Churches and Ministries BGE, Inc. http://www.bgeinc.net • 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.

KEY:

58

Axapta

Great Plains

Navision

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Solomon

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

http://www.datamasons.com • 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.

Construction AXtension http://www.AXtension.com • +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 • +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 compete 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. WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage installation process. Bid, estimate & track project costs.

Consumer Packaged Goods Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Customer Relationship Management

Retail Management System

Flintfox International Limited http://www.intfox.com • 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 aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork� solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide. Unprecedented visibility.

Point of Sale


Ariett Business Solutions, Inc.

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 – deployed in the Cloud for accessibility.

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Arbela Technologies http://www.arbelatech.com • 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.

http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 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. 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. Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

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 http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegratorÂŽ Workow A web-based workow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Axapta

Great Plains

Navision

Solomon

Integrated Software, Inc. http://www.isiusa.com • 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/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. KTL Solutions, Inc. http://www.ktlsolutions.com • 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

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

docSTAR http://www.docstar.com • 888-docSTAR NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workow solution.

KEY:

EthoTech, Inc. http://www.ethotech.com/ commissionplan • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Eortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Customer Relationship Management

Retail Management System

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic Workow & Invoice Automation solution that eliminates inherent risks and ineďŹƒciencies associated with paper.

Point of Sale THEPARTNERCHANNEL.COM | SPRING 2014

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INDUSTRY

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


INDUSTRY

Paramount Technologies

Finance/Banking

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.

AssureSign LLC

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

Education Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Equipment Rental and Leasing

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

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http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

T3 Information Systems http://www.t3infosystems.com • 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 Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. Arbela Technologies http://www.arbelatech.com • 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 • 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.

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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 • 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. O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.

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 AX’s architecture. Increase revenue, proďŹ t margins and asset utilization. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Flintfox International Limited http://www.intfox.com • 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).

Customer Relationship Management

Retail Management System

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 aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

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

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Forkâ€? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Management Complete Sales Management for Food Manufacturers w/work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.

Point of Sale


Government Contracting

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.

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

Government

Thomson Reuters, Tax and Accounting - Government http://www.tax.thomsonreuters. com/aumentum 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt 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 workows to process requests as eďŹƒciently as possible. Tribridge http://www.tribridge.com/ oendermanagement • 877-977-8458 Tribridge Oender Management Oender Management, built on Microsoft CRM, provides correctional and public safety institutions a scalable, costeective tool for managing oenders. Robust reporting and dashboards set this solution apart.

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High Tech and Electronics

Healthcare Computer Information Enterprises http://www.compinfo.com • 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 • 321-984-1986 Health Care Management Billing and Financial Mangement for Home Health and Long Term Care. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Paramount Technologies

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

KEY:

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

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

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. Sierra Workforce Solutions http://www.sierraws.com • 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.

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.

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Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! 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 today’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 oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence. QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more. Red Maple http://www.redmaple.com • 972-980-6963 NEW: Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Customer Relationship Management

Retail Management System

HSO http://www.hso-equipment.com 847-348-0588 NEW: HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the -hour,day,week,month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX. Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 NEW: VServiceManagement Enterprise ďŹ eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.

Insurance AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

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

Labor Unions 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 eortlessly. Permits changes to LM2 trxs after posted. Creates the electronic ďŹ le for DOL. Best solution for Unions since 2005.

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

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


Maintenance Management

INDUSTRY

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 • 586-439-0300 AIM Vision Lean, Repetitive and Supply Chain Mgmt. oering with real time alerts. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Arbela Technologies http://www.arbelatech.com • 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 • 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. AXtension http://www.AXtension.com • +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 • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials. KEY:

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AXtension http://www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop oor. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 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. O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.

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell. Computer Information Enterprises http://www.compinfo.com • 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.

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 today’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 aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Order Complete Sales Management for Food Manufacturers w/work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. RF-SMART http://ax.rfsmart.com • 904-399-8500 NEW: RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 NEW: VServiceManagement Enterprise ďŹ eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.

Vicinity Manufacturing docSTAR http://www.docstar.com • 888-docSTAR NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 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.

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MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

Customer Relationship Management

Retail Management System

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 • 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


Sierra Workforce Solutions http://www.sierraws.com • 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.

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

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹƒcking.

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitch™ is the media industry’s leading platform for transforming a generic CRM into a media sales powerhouse.

Non-Profit Organizations BGE, Inc. http://www.bgeinc.net • 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 • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.

KEY:

Axapta

Great Plains

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

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Evolution Manage resources, track assets, automate ďŹ eld ticketing, improve cash ow.

Pharmaceuticals ASC Software http://www.ascsoftware.com • 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.

Oil and Gas Computer Information Enterprises http://www.compinfo.com • 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. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete 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. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

HSO http://www.hso-equipment.com 847-348-0588 NEW: HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the -hour,day,week,month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX. Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

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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 CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegratorŽ Workow A web-based workow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete 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. JOVACO Solutions Inc. http://www.jovaco.com 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.

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

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail. Panatrack, Inc. http://www.panatrack.com • 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.

Professional Services

Retail Management System

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

Property Management

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

Customer Relationship Management

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.

360 Visibility Inc. http://www.360propertymanagement software.com • 905-907-3600 360 Property Manager Written using Microsoft Dynamics NAV, 360 Property ManagerŠ is an end-to-end software that helps you manage your entire real estate life cycle and enhance the ultimate value of your property.

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INDUSTRY

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

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.


INDUSTRY

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

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

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

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

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

Red Maple http://www.redmaple.com • 972-980-6963 NEW: Red Maple's Advanced Credit Cards HSO PCI validated CC solution native to AX http://www.hso-retail.com • 847-348-0588 and Retail for AX. We integrate to 13+ NEW: HSO Omni Channel/ processors. Take payments in SO, AR Catalog/3PL Integrated Omni-Channel with stream- or Projects. Tokenization is available. lined Order Management, Cart Picking, Process CC in multiple countries. Handle Integrated Promotions with webstore, complex transactions. RFM Scoring, Cross Sell, LTV, Key codes, Social Services List Management, Kitting. BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Junction Solutions Powerful fundraising, donor manhttp://www.junctionsolutions.com/productsagement software for nonproďŹ ts to solutions/junctionmcr-multi-channel-retail/ cultivate prospects; stay in touch with 303-327-8800 constituents; track campaigns; integrate JunctionMCR for Multiw/Dynamics GP. Support Check Scanner, Channel Retail End-to-end solution set, available on- CC Processing, web donations. premise and on-demand, built into Microsoft Dynamics AX providing fully Software integrated functionality for customer Corporate Services service, order and inventory management, across all retail channels. http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Kronos Incorporated Software Solutions http://www.kronos.com • 800-225-1561 Whether you own, rent, or utilize equipWorkforce CentralÂŽ Suite Seamlessly integrates with Microsoft ment, TrakQuip & RTMS make it easy to Dynamics to completely automate the track & manage your assets, automate essential timekeeping, human resources routine business operations, & produce excellent ďŹ nancial information to acand ďŹ nancial processes. curately run your business

MetaďŹ le Information Systems, Inc.

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Software Manufacturers Automation. Red Maple http://www.redmaple.com • 972-980-6963 Panatrack, Inc. NEW: Red Maple's Advanced http://www.panatrack.com • 262-361-4950 Trade and Pricing PanatrackerGP Inventory Adv Trade extends pricing capabilities Management Add an integrated bar code solution to include complex pricing structures, and turn GP into your WMS for inven- extends billing, billing schedules and tory management. Any easy to install revenue recognition of complex transactions. Contracts can be generated and solution with robust features. managed easily. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 Staffing/Recruiting PanatrackerGP Field Joesoftware Inc. Sales & Inventory Extend GP to capture sales transactions http://www.joesoftware.com • 780-990-0220 Recruitment Accelerator at the point of activity. Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Warehouse Management Red Maple http://www.redmaple.com • 972-980-6963 NEW: Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

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

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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!

Customer Relationship Management

Retail Management System

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. Alba Spectrum Corporation http://www.albaspectrum.com • 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 • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

ASC Software http://www.ascsoftware.com • 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 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 • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved work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. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Operations Core Help your backoďŹƒce work more effectively with your warehouse. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 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.

Point of Sale


Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingŠ Flexibility from basic to advanced functionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.

Panatrack, Inc. http://www.panatrack.com • 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. Tasklet Factory http://www.taskletfactory.com +45 96 354 500 NEW: Mobile WMS for Dynamics NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/oine mode that integrate out-ofthe-box with Dynamics NAV.

Tasklet Factory http://www.taskletfactory.com +45 96 354 500 NEW: Mobile WMS for Dynamics AX Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/oine mode that integrate out-ofthe-box with Dynamics AX. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV ďŹ les.

Wholesale Trade: Durable Goods Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

Data Masons Software http://www.datamasons.com • 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.

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.

Wholesale Trade: Non-durable Goods Flintfox International Limited http://www.intfox.com • 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).

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live.

Horizontal

Arbela Technologies http://www.arbelatech.com • 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. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Application Lifecycle Management

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit ALM Toolkit is a suite of tools that help automate change management for Microsoft Dynamics CRM projects using TFS or other source control apps. Manage solution ďŹ les, CRM data and multiple deployment environments.

Asset Maintenance/ MRO/EAM

Automation

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.

mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Great Plains

Navision

Barcode Data Collection Computer Productivity Services Inc. http://www.cps.ďŹ nancial.oďŹƒcelive. com/BarCode.aspx • 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. Computer Productivity Services Inc. http://www.cps.ďŹ nancial.oďŹƒcelive. com/Inventory.aspx • 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.

Banking m-hance Inc 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.

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

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage asset maintenance, distribution and scheduling for proďŹ table utilization.

eRPortal Software Group LLC

Total Dynamics Solutions, LLC

KEY:

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

T3 Information Systems http://www.t3infosystems.com • 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.

Solomon

Customer Relationship Management

Retail Management System

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

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Analytics


eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available. Panatrack, Inc. http://www.panatrack.com • 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. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

HORIZONTAL

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

Budgeting

Solver http://www.solverusa.com • 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.

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...

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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.

deFacto Global, Inc. Total Dynamics Solutions, LLC

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.

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.

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.

Business Intelligence

Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

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.

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

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades. Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.

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Globe Software http://www.globesoftware.com 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.

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

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Intelligence Grow smarter and improve eďŹ&#x192;ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.

Customer Relationship Management

Retail Management System

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

Business Process Management

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

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. 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.

Point of Sale


CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use. docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. 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.

Tribridge http://www.concertocloud.com 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.

Cost Accounting

http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Corporate Renaissance Group

Communication

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/commissionplan 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. EďŹ&#x20AC;ortlessly create and modify commission plans, and then quickly distribute reports by e-mail. 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.

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

KEY:

Axapta

Great Plains

Sikich http://www.Sikich.com 630-566-8400 NEW: NAV Commission Management System Simplify commissions with commission management software for Dyn NAV.

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

Compliance 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.

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m-hance Inc 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.

Credit Card/Check Processing Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

AIM Technologies http://www.aim-technologies.com/ acadashboard.html â&#x20AC;˘ 888-234-0428 NEW: The ACA Dashboard Complete solution for proactive management and reporting for compliance with the AďŹ&#x20AC;ordable Care Act.

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.

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

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.

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

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

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.

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.

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

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!

Customer Relationship Management

Retail Management System

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ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

MHC Software, Inc.


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

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

HORIZONTAL

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

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.

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

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Customer Relationship Management

Data Integration

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.

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

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

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Solomon

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

Computeration, Inc. http://www.computeration.com/zap 866-808-7964 Zap! Integration Historical Payable & Receivable integration using Excel or direct from QuickBooks. Easy-to-use Excel trx imports with AA dimensions & friendly error reports.

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

Globe Software http://www.globesoftware.com 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.

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 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

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.

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

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.

Customer Relationship Management

Retail Management System

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.

Point of Sale


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.bcpacknship.com 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most eďŹ&#x192;cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV.

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 Chargeback Processing Provides deductions management capability for cash receipts processing. 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.

KEY:

Axapta

Great Plains

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. HSO http://www.hso.com â&#x20AC;˘ 847-348-0588 NEW: HSO Business Apps for Distribution Built on the base of over 100+ Distribution clients, HSO has over 200 â&#x20AC;&#x153;Business Appsâ&#x20AC;? including â&#x20AC;&#x201C; Landed Cost Tracking, Container Management, Advanced commissions, HSO Connect BI/SharePoint/ CRM, Advanced Pricing etc. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Vehicle Load Planning for Dynamics GP Plan deliveries using routes, product weights and vehicle capacities.

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 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.

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.

m-hance Inc 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.

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.

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.

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

Ariett Business Solutions, Inc.

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.

Navision

Solomon

Customer Relationship Management

Retail Management System

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/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. 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. 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. CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

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HORIZONTAL

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

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.


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.

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

E-commerce

Avalara, Inc. Liaison Software Corp

HORIZONTAL

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

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

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.

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

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

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.

MetaďŹ le Information Systems, Inc.

eBridge Connections

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

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

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

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

Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. WorkďŹ&#x201A;ow & Report imaging.

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

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.

KEY:

70

Axapta

Great Plains

Navision

SPRING 2014 | THEPARTNERCHANNEL.COM

Solomon

Customer Relationship Management

Retail Management System

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. 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.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide. Unprecedented visibility. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we won't lock you in. Full function. Fair Price. Radley Corporation http://www.radley.com 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.

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

Point of Sale


Electronic Document Delivery (Email)/Faxing

Electronic Signatures AssureSign LLC

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

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

Expense Solutions Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, categorybased GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment. Ariett Business Solutions, Inc.

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

m-hance Inc http://www.m-hance.com +44(0)844 264 0932 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables REPRINTING of remittances.

KEY:

Axapta

Great Plains

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

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

Navision

Solomon

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.

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.

Field Service Management

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

FieldConnect, Inc. http://www.ďŹ eldconnect.com â&#x20AC;˘ 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum eďŹ&#x192;ciency.

FieldOne Systems

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

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

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

Fixed Assets

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.

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

Customer Relationship Management

Retail Management System

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HORIZONTAL

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.

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.

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.


General Ledger

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.

HORIZONTAL

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. 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 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA BackďŹ ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. BackďŹ ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

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

HR Management

Inventory Management

Corporate Renaissance Group

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!

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

mc² 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.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTEâ&#x20AC;&#x2122;s, and more!

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

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality.

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.

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.

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.

Paychex http://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. SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and beneďŹ ts administration, employee self- service, payroll, and tax compliance.

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

KEY:

72

Axapta

Great Plains

Inventory Enhancement

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.

Navision

SPRING 2014 | THEPARTNERCHANNEL.COM

Solomon

m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +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. m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Catchweights for Dynamics GP Provides catchweight functionality in sales, purchasing and inventory. 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 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

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. 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. 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. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill-down visibility & multiple rollup views.

Point of Sale


Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP 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.

m-hance Inc 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.

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.

m-hance Inc 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.

Invoicing Enhancement

m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Sales Connect Puts key sales information about products and availability at the ďŹ ngertips of your sales person whilst in the ďŹ eld - provided on mobile and tablet. m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 Inventory m-hancements purchase - retrospective discounts Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 Inventory m-hancements Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 Inventory m-hancements - Reserved Stock See our website for more details.

KEY:

Axapta

Great Plains

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

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings.

Navision

Solomon

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition. m-hance Inc http://www.m-hance.com/sectors/distribution/ +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 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Job Costing JOVACO Solutions Inc. http://www.jovaco.com 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.

Customer Relationship Management

Retail Management System

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

Labeling Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system. WilloWare, Inc. http://www.willoware.com 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/ Dynamics. Close deals up to 80% faster! See us at Convergence! 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.

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m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +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.

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

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.


Multi-Entity Management WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent. WilloWare, Inc. http://www.willoware.com 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.

HORIZONTAL

Marketing Automation

CoreMotives, a Silverpop company http://www.coremotives.com â&#x20AC;˘ 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,600+ companies using Microsoft Dynamics CRM: Email marketing, Lead scoring, Web tracking, Event management, Web forms, Surveys, and Nurture marketing â&#x20AC;&#x201C; all native within your CRM.

Mobility 2B Solutions, Inc http://2bsolutions.net/mobilecrm/ 866-408-9991 Mobile CRM Field Sales/Service, Camera/Barcoding, Quotes, WMS, Inventory/Order Mngt.

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

KEY:

74

Axapta

Great Plains

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.

Payables Enhancement

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

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP.

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.

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

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank. 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

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 AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

Navision

SPRING 2014 | THEPARTNERCHANNEL.COM

Solomon

CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

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.

Customer Relationship Management

Retail Management System

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

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

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

Point of Sale


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

ReQlogic http://www.reqlogic.com 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.

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

Payroll Enhancement

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

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. 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. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

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. KEY:

Axapta

Great Plains

Navision

Solomon

Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Sikich http://www.ExcelIntegrator.com 260-485-0665 InďŹ nia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to 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. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill-down visibility & multiple rollup views. Liaison Software Corp

Portals http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy. Adxstudio Inc. http://www.adxstudio.com â&#x20AC;˘ 800-508-7811 Adxstudio Portals Supercharge Dynamics CRM into a web-based sales, service, support and social platform with conďŹ gurable, mobile-ready portal apps perfect for retail customer care & government 311 solutions. For CRM 2013 & 2011. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix 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.

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

Customer Relationship Management

Retail Management System

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

ReQlogic http://www.reqlogic.com 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.

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.

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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.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2â&#x20AC;&#x2DC;s, managing complex payroll posting requirements/corrections, conďŹ guring overtime rules and more!


Project Accounting Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 NEW: PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

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

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

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

Quality Control

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.

Horizons International

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements - Linked Item Selling Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Sales Connect Puts key sales information about products and availability at the ďŹ ngertips of your sales person whilst in the ďŹ eld - provided on mobile and tablet. Paramount Technologies

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

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

KEY:

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Great Plains

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

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.

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. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

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

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

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

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Customer Relationship Management

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.

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.

Reconciliation

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

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

Retail Management System

Point of Sale


m-hance Inc http://www.m-hance.com +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. m-hance Inc http://www.m-hance.com +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.

Reporting

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.

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.

Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.

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.

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.

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.

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.

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

Navision

Solomon

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.

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.

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL.

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.

Great Plains

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 %.

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.

Total Dynamics Solutions, LLC

Axapta

EthoTech, Inc. http://www.ethotech.com/ commissionplan â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. EďŹ&#x20AC;ortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

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.

deFacto Global, Inc.

KEY:

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.

EthoTech, Inc. http://www.ethotech.com/ commissionplan â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. EďŹ&#x20AC;ortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell. 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.

Customer Relationship Management

Retail Management System

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements See our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements - Additional Charges Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements Price Negotiation See our website for more details.

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Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 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.

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.

Royalty


m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements catalogue based sales Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements customer call scheduling Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements - Item Life Cycle Management Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements Price Negotiation Please see our website for details.

HORIZONTAL

m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements - customer templates Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Sales Connect Puts key sales information about products and availability at the ďŹ ngertips of your sales person whilst in the ďŹ eld - provided on mobile and tablet.

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

KEY:

78

Axapta

Great Plains

Security

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 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.

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

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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.

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. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies 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.

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.

Customer Relationship Management

Retail Management System

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.

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.

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP 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.

Point of Sale


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_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 Expanded Master Information Easily add more user ďŹ elds for Vendors, Customers, Employees, Inventory, & Projects. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

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

Axapta

Great Plains

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

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.

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.

Trade Promotion Management Flintfox International Limited Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 702-948-6554 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

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). Total Dynamics Solutions, LLC

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

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

Time and Attendance

Warranty and Claims Management

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. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll. JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Navision

Solomon

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

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

Customer Relationship Management

Retail Management System

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

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

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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.

KEY:

Workflow / Notifications

Tax


MHC Software, Inc.

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

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

MetaďŹ le Information Systems, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC WorkďŹ&#x201A;ow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

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

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.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced WorkďŹ&#x201A;ow Email Client Adv. WorkďŹ&#x201A;ow Email Client allows you to approve, reject or redirect workďŹ&#x201A;ows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. WorkďŹ&#x201A;ow is required. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced WorkďŹ&#x201A;ow Adv WorkďŹ&#x201A;ow enables workďŹ&#x201A;ows to launch automatically on deďŹ ned criteria or events. Includes 50+ predeďŹ ned Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

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.

SERVICES

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.

KEY:

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Axapta

Great Plains

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

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

Navision

SPRING 2014 | THEPARTNERCHANNEL.COM

Solomon

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

RoseASP http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics 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.

Customer Relationship Management

Retail Management System

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

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

Point of Sale


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

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

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

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

KEY:

Axapta

Great Plains

RoseASP 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!

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

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.

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.

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

Data Services

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

Demand Generation

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.

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. 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. 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.

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

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

Navision

Solomon

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

Customer Relationship Management

Retail Management System

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.

SERVICES

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

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

Point of Sale THEPARTNERCHANNEL.COM | SPRING 2014

81


Implementation Services

Sales Tax Management Service The Partner Marketing Group Avalara, Inc.

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. 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.

Managed Services

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.

Member Organizations Dynamic Communities

OneNeckÂŽ IT Solutions LLC http://www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application. RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

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

Marketing Planning & Services

SERVICES

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.

KEY:

82

Axapta

Great Plains

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

OnDemand Trials

RoseASP http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics 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

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

SharePoint Development 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.

Writing/Documentation Services

The Partner Marketing Group

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

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 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 Accolade Publications, Inc.

SPRING 2014 | THEPARTNERCHANNEL.COM

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.

The Partner Marketing Group

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.

Solomon

Upgrades

Social Media

Plumbline Consulting, LLC.

Navision

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.

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.

Customer Relationship Management

Retail Management System

Point of Sale


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Spring 2014 TPC Magazine  
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