SPRING 2015www.thepartnerchannel.com
Let’s TalkINDUSTRY
Industry-focused Marketing
IS IT WORTH IT?Far Beyond
THE BUZZ
Self-Service Business Intelligence
Out-of-the-box integration to Microsoft Dynamics™, as well as other ERPs systems Both Excel and Web-based Reporting, Budgeting and Dashboards Mobile application for anywhere access to your BI360 reports Integrated Budgeting, Forecasting and What-if analysis Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) on gurable Data Warehouse ombine data across multiple sources or companies New Web Portal for sharing reports, discussions and decision-support
www.solverusa.com | [email protected] | 800.281.6351
Suite
REPORTING PLANNING DASHBOARDS
DATAWAREHOUSE
CRM ERPOTHER DATA
SOURCES
NEW! Web-Based Budgeting with Direct ERP Write-Back
Get off the paper trail and onto the Fast Track
Overwhelmed by stacks of paper, misplaced invoices, lost money and wasted time?
MetaViewer’s Fast Track delivers an extremely competitive price and
minimal implementation time for web-based AP automation giving you
OCR, work fl ow, real-time visibility and full Microsoft Dynamics integration.
Pitch The Paper Clips and get on the Fast Track with MetaViewer.
AX | GP | SL | NAV | CLOUD
Pitch The Paper Clips | www.metaviewer.com/for-Microsoft-Dynamics
Booth 427
contents
A publication dedicated to building a community for Partners
® Magazine
THEPARTNERCHANNEL.COM | SPRING 2015 5
DEPARTMENTSLeadership
14Courageous Teams:
Do You Have What It Takes?
34Far Beyond the Buzz
Sales
18How Going Vertical
Saved My Company
38DevOps…
What?
Marketing
22Industry Marketing –
Is it Worth the Investment?
42Why Campaigns Fail
IN EVERY ISSUE
9Contributors
The Industry Know-How
11On the HomefrontWe’re in the Business
of Serving You
12News
Great Things Happening!
13Events
Mark Your Calendars
48Members Only Corner
Etelligent Solutions, Inc.
50Advertiser Index
Find the Solutions You Need:
Part 1
51The List
Find the Solutions You Need:
Part 2
FEATURES
21Word-A-Ganza
28Tailoring to Unique Industries:
What’s Your Niche?
32ISV Profile
BatchMaster Software
40TPC Caption Contest and Results
47Logo Contest
The Partner Channel® MagazineSpring 2015
PublisherTPC Publishing
Editor-in-ChiefJenny Davis
Copy EditorKate Mund
WritersBethany Foyt
Jasmine McNellis
Jenny Davis
Contributing WritersAdrianne Machina
Cheryl Salazar
Chris Elmore
Pam McGee
Peter Joeckel
Tracy Faleide
Art DirectorShawn Olson
Contributing ArtistsDave Swang
John Holland
Matt Mastrud
Seth Rexilius
Shawn Olson
Advertisement SalesJane Olson
Membership Program ManagerJasmine McNellis
The Partner Channel Magazine is published by
TPC Publishing, a business unit of The Partner
Channel, Inc., with principal offices at 1240
Elm Street, 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
[email protected]. If you wish to
add names, the same directions apply.
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 ©2015, and
all articles herein are covered by this
copyright. All rights are reserved. Any use of
the content for commercial reasons or any
other form of reproduction of material herein
is strictly prohibited without prior written
approval of The Partner Channel, Inc.
Most articles are submitted by independent
industry professionals; therefore their views
and opinions may not be those of the
publishers. Inasmuch, TPC Publishing cannot
be held responsible for any or all comments or
information held within those articles.
This publication is printed in the U.S.A. by
Forum Communications Printing.
SPRING 2015www.thepartnerchannel.com
Let’s TalkINDUSTRY
Industry-focused Marketing
IS IT WORTH IT?Far Beyond
THE BUZZ
On the CoverWhen was the last time you used an actual phone? One with
the curly-cue cord that wraps around your finger so gracefully
during a call. Until the curly-cue becomes an angry mess,
refusing to let you move freely. One that doesn’t flake out if it’s
too windy or you’re in a tunnel. Until you’re pretending to be in
a tunnel. One that doesn’t rely on the Internet or randomly turn
meeting counterparts’ voices into a robotic cadence. Until the
unplanned downtime is a welcome relief. The curly-cue type still
fits in the palm of your hand; it just keeps you more…grounded.
Written by Jenny Davis for The Partner Channel
Cover illustration by Matt Mastrud for The Partner Channel ®.
This label only applies to the text stock.
It’s Convergence time! Wait. How is that even possible? Where does time go? Weren’t we just here
in Atlanta?
If you’re picking up our magazine for the first time: Welcome! Thank you! Subscribe; we’d like to
see you the other three quarters of the year as well. (Check out www.thepartnerchannel.com to get
your free subscription.)
If you’re picking up an extra copy, but faithfully read us throughout the year: Hello, old friend.
You’re looking great!
If you’re reading this at home: We missed you in Atlanta, but you probably went to bed at a reasonable
hour this week.
We decided to tackle industry for this year’s spring issue to see what Partners are doing (check out the
feature on 28), discuss vertical success (check out Chris Elmore’s story on page 18), and contemplate the
marketing aspect: Is industry marketing really worth it (flip to page 22).
As always, thank you to the team. The spring issue comes at a pretty busy time for us, and asking
Convergence to move so that we can slide on our dates just isn’t an option.
Thank you also to our advertisers, participants in The List, and to you, the reader. Whether you’re a
rookie or a veteran, we’re glad to see you here!
Jenny
NOTES
The One About Industry
from The Partner Channel
Email: [email protected]
Twitter: partnerchannel
Facebook: ThePartnerChannel
LinkedIn: company/the-partner-channel
THEPARTNERCHANNEL.COM | SPRING 2015 7
Introducing…Less stress
than a master’s degree
Build camaraderie
with your peers
Immediate impact on your
career
Tap your inner genius
Learn from industry
experts
www.thepartnerchannel.com/the-genius-series
Personal and professional
development for the Partner community
Now accepting applications for the fall 2015 series: Novice Marketers Excel into Geniuses
Learn more and apply online
CONTRIBUTORS
PETER JOECKEL
PETER JOECKEL HAS BEEN A LEADER IN MID-MARKET ERP SINCE 1986 when
his company installed some of the first network-based manufacturing systems
in the country. As a business owner, Peter built and eventually sold one of the
fastest-growing and forward-thinking value-added software dealerships in the
country. Its success was fueled by innovative software selection techniques
and an outstanding project delivery team. He sold the organization in 1999
to an e-commerce provider when it had grown in less than three years from
zero to $6 million in annual revenue with more than 300 customers and 45
employees. He has assisted in the selection and implementation of hundreds
of ERP solutions and has been recognized for his ability to match the right
solution for a customer’s needs rather than “pushing boxes of software.” Today,
Peter focuses on helping companies select and implement ERP solutions by
using advanced tools and processes that increase the likelihood of successful
projects. His goal is to continue to improve those tools and processes to build
value for customers and provide a smooth transition from the selection to
implementation process.
Email: [email protected]
Twitter: TurnOnDynamics
LinkedIn: Peter Joeckel
Website: www.turnondynamics.com
Blog: blog.TurnOnDynamics.com
ADRIANNE MACHINA
Email: [email protected]
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.
PAM MCGEE
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.
Email: [email protected]
TRACY FALEIDE
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.
Email: [email protected]
Facebook: Tfaleide
Twitter: Tracyfaleide
LinkedIn: Tracyfaleide
CHRIS ELMORE
THROUGH REAL-WORLD EXPERIENCE, Chris has gained an invaluable
perspective on automation that has enabled him to develop unique ways to
communicate the need for vision and planning when automating the accounts
payable process. His books, “The 8 Pitfalls of Accounts Payable Automation
for Dynamics Users” (April 2011), and “The Argument to Automate – How
Innovation Can INSPIRE – Not Fire” (April 2012) are the culmination of his
rich experiences. Since 2000, Chris has helped more than 500 companies
transition from a paper-based process to an automated process and has
worked in a variety of roles, including: Help desk support, training, project
management, consulting, product design, QA testing, sales, and strategic
management.
Email: [email protected]
Twitter: Ap_automation
LinkedIn: Apautomation
Blog: www.apautomationnews.com
Google+: google.com/+ChrisElmoreAPAutomation
CHERYL SALAZAR
Email: [email protected]
Twitter: PartnerMktGrp
LinkedIn: Cherylsalazar
Website: www.thepartnermarketinggroup.com
Blog: www.thepartnermarketinggroup.com/blog
WITH OVER 25 YEARS’ EXPERIENCE WORKING WITH and for the Partner
ecosystem and global technology community, Cheryl Salazar specializes
in helping Partners and ISVs develop and execute successful marketing
strategies. Her focus is on those Partners who implement and resell ERP, CRM,
and develop add-on and complementary solutions to Microsoft. Cheryl earned
her Bachelor of Education from the University of Witwatersrand, South Africa.
She is an accredited Safari Guide (yes, really!), a busy mom to two daughters,
and loves to workout at insanely early hours.
THEPARTNERCHANNEL.COM | SPRING 2015 9
HOMEFRONTON THE
Recemtly I had the pleasure of speaking to a collegiate
class at my alma mater, North Dakota State
University. The topic was on how our organization
manages customer relationships, both with Microsoft
Dynamics CRM and in general.
I shared with the students how we managed you,
our beloved subscribers, before we had Microsoft Dynamics CRM.
This may come as no surprise, but before we made you your own spot
in Microsoft Dynamics CRM, you existed in a spreadsheet. Many
spreadsheets, actually. We had one for the magazine, we had one for
events, we had one for advertisers, we had one for The List, we had
one with billing contacts, and we had…too many lists.
One summer we had three interns. We started our intern journey
with the intent to hire just one intern, but we couldn’t decide between
two applicants so we
hired both. A few
weeks later we picked
up another intern, a
jovial guy whose dad
worked in insurance –
and he didn’t want to.
When we thought
about projects that
they could work on,
we went to our lists.
I mean, what better
project could there be
than to validate the
data for thousands of people? (Let that sink in.)
Our trio set out on their merry way, searching the Internet for
updated addresses, calling to see if individuals were still at the same
company (remember when LinkedIn didn’t exist?), and clicking along
at a decent speed.
I was checking in with the insurance son one day, and my eye
wandered to a name I knew…next to a company that wasn’t his
employer…in a city where neither was located.
“Name-withheld-to-protect-the-innocent, have you done any
sorts on this spreadsheet?” I asked. He had. You see where this is
going, right?
Thankfully we had an old version that we could revert back to. We
had handed him our baby, our pride and joy, our livelihood, and one
bad sort killed all that progress.
Soon after, we molded those spreadsheets into a giant list
and worked with our Partner on a Microsoft Dynamics CRM
implementation. It was work, as you well know, but it put us in such
a great, safe, secure, sorting-disaster-averted place.
We’ve been using Microsoft Dynamics CRM for eight years now.
Like you do with your own customers, we use it to keep tabs on you
so that we can continue to provide value to you in your role as a
Partner in the Microsoft Dynamics community.
Speaking of that value, if you flip to page 8, you’ll see that we’re
launching The Genius Series this fall. Think of it as an MBA that
doesn’t take up your evenings, has you work on projects that
impact the success of your efforts within your organization, and
gives you an opportunity to grow personally in your professional
environment. Check out www.thepartnerchannel.com/the-
genius-series to read up on this fall’s curriculum. (And as an aside:
We’ll be offering The Genius (Mini) Series as well, which are
one-off, focused learning opportunities, one of which was hosted
during Convergence this year. Look for a recap on that session in
the summer issue.)
We’re excited to offer something new, fresh, and fun. We hope
you’re excited, too.
After all, we’re in the business of serving you.
SERVING YOUstory by JENNY DAVIS
We’ve been using Microsoft Dynamics CRM
for eight years now. Like you do with your own
customers, we use it to keep tabs on you...
We’re in the Business of
THEPARTNERCHANNEL.COM | SPRING 2015 11
Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Summer 2015 issue of the magazine.
Computer Market Research (CMR), a leading
developer of channel management solutions,
has released a 2015 product roadmap for its
web-based marketing automation platform,
MioDatos. The MioDatos platform was
launched early 2014. In addition to offering
core marketing automation capabilities, the
platform is used by channel marketers for
synchronized channel marketing, channel
gamification, and more. “We’re excited for
what 2015 has in store for MioDatos, new
functionality and new opportunities for our
clients,” says David Ring, product manager
of MioDatos (www.miodatos.com). For
more information regarding MioDatos
and the 2015 product roadmap, contact
David at 858-795-1021, ext. 154, or David@
computermarketresearch.com.
Data Masons Software, LLC., a leading
provider of Integrated EDI and XML solutions
for Microsoft Dynamics GP customers,
announced integration of its Vantage Point
EDI solution with Microsoft Dynamics GP
2015. As Microsoft commits to a six-month
product release cycle for Microsoft Dynamics
GP, Data Masons’ announcement highlights
its continued commitment to providing EDI
solutions that integrate from day one with the
latest Microsoft Dynamics releases.
Gorilla Expense is pleased to announce
updated versions of its mobile app that
allow users to submit complete expense
reports from mobile devices (iOS & Android)
NEWS
without having to get in front of a computer.
The new Microsoft Dynamics GP Project
Accounting integration allows accounting
to send expense data to project expense,
which means no more manual keying of
data into Microsoft Dynamics GP. The new
integration with Microsoft Dynamics NAV
includes sending data to purchase journals
and job journals, in addition to general
journals. Gorilla Expense was selected from
several companies by Microsoft at the DEMO
conference for demonstrating travel and
expense product innovation. Learn more
at www.gorillaexpense.com.
The retail landscape is more competitive
than ever – and with a millennial generation
that is two-and-a-half times more likely
than baby boomers to shop online – it is
critical that retailers make their online
businesses more accessible to customers.
That’s why nChannel, the leading provider
of multichannel management software
that simplifies selling for retailers, announced
it has added three market-leading eCommerce
platforms to its growing Connector
Community Network, along with tips to help
retailers make the most of their multichannel
operations in 2015. For tips about managing
the multichannel experience, visit www.
nchannel.com/blog.
Sandler*Kahne Software announces its plan to
operate under a new company name, SK Global
Software, LLC. All Sandler*Kahne Software
employees, along with Plumbline Solutions’
Microsoft Dynamics AX development and
support team, will join forces to form the new
company. SK Global will continue developing
value-add software solutions for the Microsoft
Dynamics community while expanding the
organization’s focus on growth in the global
marketplace. Inquiries regarding this news
or SK Global Software’s value-add software
solutions can be directed to Pressinquiries@
sksoft.com. SK Global Software LLC, will
exhibit under its new banner at Microsoft
Convergence 2015 in Atlanta.
TrinSoft believes all companies and
individuals have a responsibility to improve
their community. TrinSoft also believes every
company can make a difference, whether
community is defined as local towns and
neighborhoods or as the global economy.
In 2014, TrinSoft continued its tradition
of setting aside 10 percent of profits for
donations. Team members submitted
charitable organizations around central
Kentucky and throughout the world for
which they had a passion for the cause or
were personally involved. In addition to the
financial contributions from the software
company, the TrinSoft team dedicates many
hours of service to multiple organizations
throughout central Kentucky. TrinSoft’s
unique program enables team members
to serve in multiple roles for numerous
organizations.
12 SPRING 2015 | THEPARTNERCHANNEL.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 “Calling All Events!” to submit details.
EVENTS
Microsoft Dynamics AX
Fast TrAX Functional Track
March 23-April 10
Fargo, ND
https://training.partner.microsoft.com
APRIL
Microsoft Dynamics AX
Fast TrAX Functional Track
April 27-May 15
Fargo, ND
https://training.partner.microsoft.com
Microsoft Dynamics AX
Fast Functional+Industry
April 27-May 20
Fargo, ND
https://training.partner.microsoft.com
MAYMicrosoft Dynamics AX
Enterprise Academy L200 Training
May 18-20
Fargo, ND
https://training.partner.microsoft.com
JUNEMicrosoft Dynamics AX
Fast TrAX Express
June 8-26
Fargo, ND
https://training.partner.microsoft.com
Microsoft Dynamics AX Financial or
Supply Chain Individual Courses
June 15-19
Fargo, ND
https://training.partner.microsoft.com
Microsoft Dynamics AX
Fast TrAX Developer Track
June 15-July 3
Fargo, ND
https://training.partner.microsoft.com
Microsoft Dynamics AX Financial or
Supply Chain Individual Courses
June 22-26
Fargo, ND
https://training.partner.microsoft.com
JULY Microsoft Worldwide
Partner Conference
July 12-16
Orlando, FL
www.digitalwpc.com
THEPARTNERCHANNEL.COM | SPRING 2015 13
SSSSAAAALLLLEEEESSSSLEADERSHIP MMMMAAAARRRRKKKKEEEETTTTIIIINNNNGGGG
14 SPRING 2015 | THEPARTNERCHANNEL.COM
story by PAM McGEE | illustration by JOHN HOLLAND
What do teams and courage have in common? Grit. Grit is the subject of a series of studies
conducted by Angela Lee Duckworth, PhD, and published in the Journal of Personality and
Social Psychology (Vol. 92, No. 6) that concludes that such perseverance may be as important
as intelligence in determining a person’s success. “Grit is essential to high achievement,” says
Duckworth (APA, November 2007, Vol 38, No. 10).
After a decade of research with software employees, manufacturing students, healthcare
employees, and non-profit organizations, trends surfaced indicating that teams with grit and courage had a certain
set of characteristics that teams without did not. The research consisted of surveys, focus groups, one-on-one
interviews, and review of secondary literature such as Peter Lencioni’s “The Five Dysfunctions of a Team”, “Working
Virtually” by Trina Hoefling, “The 21 Irrefutable Laws of Leadership” by John Maxwell, “Leading Change” by John
Kotter, and many others. Within my research and secondary research, trends surfaced that indicated that a high
performance team, although not a formula, needed to have – at a minimum – six connected competencies. The
competencies were for all layers of management, with remarkable difference between a high-performing senior
leader team and a front-line volunteer, outside of the scope and breadth of strategic thinking.
Courageous teams are defined as teams that have high productivity, high job satisfaction, high customer
satisfaction, above-average financial results, and high fun. (Some of these items are not always measureable, but
you know it when you see it). Those teams possess the following six characteristics, which come naturally for some
and need to be taught to others so they can be assessed and used for hiring and promotion purposes.
GRITAs defined above, grit is perseverance. The best way to get knowledgeable on grit is to watch Angela
Duckworth’s TED Talk (www.youtube.com/watch?v=H14bBuluwB8) and take the grit assessment (www.sas.upenn.
edu/~duckwort/images/12-item%20Grit%20Scale.05312011.pdf). You can do this as a team and discuss where you
have strengths and weaknesses and make a plan to “get it”.
TRUSTMuch has been written, discussed, debated, and misrepresented about trust, mostly because it can appear
impossible to earn and keep. In my experience with teams, there are three things that build trust: 1. Get to know
each team member personally. 2. Do what you say you are going to do when you say you are going to do it. 3. Put
other people’s needs ahead of yours or at least at the same level as yours. Trust is often destroyed by talking behind
someone’s back, doing only things for personal gain and not necessarily the team, and not being willing to switch
your point of view and do something that you might not entirely believe in. The most critical culprit of low trust is
the violation of emotional trust. Emotional trust is having the appropriate emotion for the situation and consistent
moods on most days of the week. Questions to ask yourself and your team: Do you fly off the handle? Do you expect
more than what is possible, and the team scrambles? Do you passively agree in a meeting and then not support the
decision with actions? Do you get “overly excited”, “punitive”, or “direct”? Do you manage the difficult situations
with respect, kindness, and perspective?
COURAGEOUS
TEAMS:Do You Have What It Takes?
THEPARTNERCHANNEL.COM | SPRING 2015 15
CRITICAL CONVERSATIONSDo you have the bold ability to openly talk to someone about an issue? Do you have the bold ability to be open
when someone wants to talk to you about an issue? Without trust, you can’t have critical conversations. These
conversations are not typically fun, feel-good, quick answers; however, once you get into the practice of having
them, they are often the glue that holds everyone together. Two great resources are “Crucial Conversations: Tools
for Talking When Stakes Are High” by Kerry Patterson and “Nonviolent Communication: A Language of Life”
by Marshall B. Rosenberg. Each company or team should almost have those as required reading, coupled with
facilitated training/dialogue to embed the skill within the culture. Another part of critical conversations is to only
pick a few battles and let the rest roll off your back. We all know it is not about changing the other person, even
though that is what we often want. Can you let it go and live with it? Instead of saying, “They should” or “Why don’t
they?”, can you tell yourself, “I get to handle this situation anyway I want, and I choose to handle it by just letting go.”
TACKLE THE IMPOSSIBLEAlthough little research exists on this capability, my interviews and focus groups revealed that courageous teams
get almost a runner’s high, an adrenalin rush, extra serotonin in their brains, when they are asked to do something
that seems outrageous. The two common denominators between ridiculous and impossible are that impossible was
always connected to customer and leadership support. Leadership support meaning they would prefer success;
however, they would reward failure along the way as long as it denoted progress and healthy risk. Another item
present with “tackling the impossible” was the team’s ability to handle fear. A normal reaction to the unknown, like
a dark alley, flying for the first time, getting married, is a healthy dose of fear. Teams that are courageous talk openly
about the fear without judgment and push each other on when the individual feels like they can’t take one more
step across chasm.
HOLD EACH OTHER PUBLICALLY ACCOUNTABLEThis was a surprise. Literature of the ’80s would recommend that you only have performance conversations in
private, which is only 50 percent true. If the manager only talks about individual performance in private one-on-
one meetings, the team may lose confidence and trust that the manager is not dealing with a performance issue.
On the other hand, if the manager pummels people in meetings, the team will emotionally shut down. The high-
performance, courageous teams had venues – team meetings, project update meetings, document updates, etc. –
where they could hold each other publically accountable. The expectation is upfront communication on deadlines
and if a deadline is expected to be missed. The team leader also helped manage priorities and workload to avoid one
of the four pitfalls of poor performance, which is just simply having too much to do.
RESULTSThe team worked toward results that were measured and analyzed on a frequent basis. Some had fancy systems
such as a balanced scorecard process; others had metrics posted on their office doors or their home intranet (if
virtual). The team had a clear rhythm of the business process, nothing fancy, but it had these components: Company
goals tied to team goals tied to individual goals that were measured and assessed on a regular basis, sometimes
weekly, monthly, but never longer than quarterly.
Courageous teams start with grit and end with results, with a whole lot in the middle. The good news is that
anyone committed to building a courageous team can. It’s not a formula, but rather a mindset, a process, and
commitment.
To learn more about how your company, team, or select individuals can be taught to build courageous teams, contact
Pam McGee at [email protected] or 701-361-9270.
16 SPRING 2015 | THEPARTNERCHANNEL.COM
Is this your GO-LIVE Strategy?
MITIGATE THE RISKS ASSOCIATED WITH: ERP,CRM and SharePoint Go-Live
System Upgrades
WITH ON-DEMAND ENVIRONMENTS www.TurnOnDevOps.com
Spend 15 minutes $20 Starbucks card.
MMMMAAAARRRRKKKKEEEETTTTIIIINNNNGGGGSALES LLLLEEEEAAAADDDDEEEERRRRSSSSHHHHIIIIPPPP
Saved My CompanyGOING VERTICAL
How
18 SPRING 2015 | THEPARTNERCHANNEL.COM
story by CHRIS ELMORE | illustration by DAVE SWANG
I have learned a lot of lessons in my time in business. I feel fortunate to have helped two companies start from
the ground floor during my career. I would like to write about how I did everything the right way, and how
the success of the company I work for today is directly a result of my skills, but that wouldn’t be true. There
is an expression, “I would rather be lucky than smart.” I am a firm believer in that adage, as it is essentially
luck with some splashes of logic that have led me to where I am today. In the 15 years that I have been with
my company, there are three major things that luckily happened right when the company needed them to in
order to create demand in the marketplace for the software we sold: (1) SaaS, (2) Enron, and (3) real estate.
SAAS (SOFTWARE-AS-A-SERVICE)One day I got a call from my brother who said I should look into this “cloud thing”. He told me it was getting really
popular. I then informed him that I had started two cloud companies from the ground floor, and that the second one
was 12 years in operation and going strong. He was a little shocked.
In 2001, creating software that was solely web-based was a very uncommon thing. In retrospect, we were pretty
genius in using this method, but the reality is that it was the least expensive option to create software. Microsoft
wrote a case study on how we were planning to use the software. At the time we didn’t call it “the cloud” or SaaS; we
just referred to it as “on the Internet”. In the early days, the biggest objection that people had to using our software
was the fact that it was Internet-based. We had deep conversations about 128-bit encryption, HTTPS, and password
strategies. Today, we obviously don’t have any of these conversations. We got really lucky, because “the cloud” is now
an everyday term, and it would actually be strange if, as a software company, we didn’t have a web-based solution.
ENRONI recently spoke to a group, which is one of my favorite things to do. I think that my humor is much better in
person than in print, and I apologize for pointing that out right at this moment since you’re reading my article.
However, while I was speaking to the group, a young man who was born the year after I got married (I still can’t
believe he is old enough to be in corporate America) asked what the turning point was for the company. I told
him that Enron was definitely an event that contributed to our success as a company. He told me he remembered
hearing about Enron in grade school (I paused to let the groans and laughter die down). Once Enron, and other
companies, perpetrated their fraud to investors, two senators, Paul Sarbanes and Michael Oxley, created a law to
ensure that investors would be protected from fraud, and that the C-suite couldn’t plead the Fifth. The law they
created requires public companies to have a repeatable process that has tracked and recorded activity in a database
that can be accessed later by accounts payable. By sheer coincidence, that’s exactly how we built our software.
Therefore, companies that purchased our software were automatically Sarbanes-Oxley compliant. So, this was a
major added benefit and solved a business necessity, which really drove our sales. What luck!
REAL ESTATEWe were really lucky with our decision to develop SaaS-based software, and that the software we built would
enable companies to be Sarbanes-Oxley compliant. At the time, it didn’t seem like much of a big deal, but looking
back I can see how it changed and propelled the business. However, those two things were nothing compared
to camping out in a single industry. AvidXchange started out as an online electronic marketplace for real estate
companies; that’s why “Xchange” is in our name. Our first offering was a bid management tool. Our second offering
was electronic purchase orders, so we went to market with our PO and bid management offerings to attract buyers
and suppliers in the commercial and residential real estate space.
We were marginally successful, which was not our goal. We weren’t setting the world on fire, and we only had a
handful of clients. Then, in 2002, one of our clients brought up an excellent point. The client explained that our offering
created a really strange process because they could do their purchase orders electronically but were still sending paper
invoices. The client then asked a question that would forever change the course of our business. He asked our CEO if
we could make an offering that would enable him to send the invoice electronically and match it with the electronic
purchase order. My CEO then asked our client a very important question. He asked him if it would be something that
they would be willing to pay for. The client promptly said, “Yes.” And then our CEO replied, “Well then, we can do it.”
He then drove back to the office and asked, “Can we do it?” As it turns out we could, and we did.
However, that’s not the important part of this story. The idea of accounts payable automation was such a new
one, and I wish I had a screenshot of our first version of the software because it was very basic with no “wow factor”
THEPARTNERCHANNEL.COM | SPRING 2015 19
whatsoever. The feedback we received from our clients helped to mold the offering into what it is today. To ensure that I am
painting the right picture, all of our clients at the time were in real estate, so the feedback was very industry-specific. We
stayed focused on real estate thinking that the offering we were building would only work for real estate. Having a focused
vertical presented us with a targeted strategy and a solid base of potential customers to purchase our software, and they
did. There weren’t any other industries that really caught our attention enough to make us move in any other direction,
but then a strange thing happened. We realized that the problems we were solving were not real estate-specific problems;
rather, they were accounts payable problems. So, we started expanding outside of our vertical. At first we tip-toed into
other industries that were similar, like banking and finance, and then we branched out into a multitude of industries.
THE MORALThe moral of the story is not to highlight how shockingly unorganized my business life has been, but rather to
communicate the importance of evolving to meet the needs of the market. If we had not been open to change,
then we would have failed. If we’d stuck to the electronic marketplace come hell or high water (one of my favorite
southern phrases), then AvidXchange wouldn’t be in business today. However, what we were steadfast about
once we recognized our success with electronic invoicing was the real estate market, even though conventional
wisdom might have led us down a different path. Our initial focus on one vertical helped us to make the most
of our marketing dollars, really understand the nuances of how to speak to the real estate market, and fully
address their problems. A by-product of this approach in the real estate market was a really great grassroots
strategy, because people within the same industry talk and trust other professionals within the same space. Our
initial clients ultimately became our biggest advocates and a critical part of our sales strategy. We have moved
on from real estate and have been servicing other industries for years now, but our start in real estate taught us
the importance of fully understanding the verticals that you are going to sell to. As we have moved into other
verticals, we have done the same level of due diligence that we did for real estate to understand our buyers and
meet them where they are with solutions that solve their business problems that are inherent to their industry,
and moreover, to their job function.
Wish to talk more with Chris about fearing presentations less than death? Contact him at [email protected].
20 SPRING 2015 | THEPARTNERCHANNEL.COM
LADIES AND GENTLEMEN, WE HAVE A WINNER! Congratulations to Janus Holzum of New Horizons CLC for
winning our Winter 2015 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 [email protected] or mail a copy to
The Partner Channel, 1240 Elm Street, 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.
Batchmaster
Brewery Management
Convergence
Courageous Teams
DevOps
Equipment Rental
Etelligent Solutions
Far Beyond the Buzz
Fixing the Impact Points
Industry
Investment
Is it Worth it
Leadership
Marketing
Mechanical Contracting
Members
Partners
SaaS
Sales
Spring
Tailoring
The Genius Series
Tribal Housing
Vertical
Why Campaigns Fail
L M N T A I L O R I N G C O N V G N I T E K R A M
A T E R S C O U R A G E O U S T E A M S A L S E E
S N Q M T L I A F S N G I A P M A C Y H W A H E C
N E U A B N E L A C I T R E V E R T I C L B O Q H
O R I R N E D S N O I T U L O S I R T E A E U U A
I S P K L E R N T N E M T S E V N I S L C Y S I N
T M M E I A F S T H E G E N I U D S I T I O I P I
U A E T I N G F R E N T R A P N U B M N N N N M C
L B A T C H M A S T E R M E M A S R P E A D G E A
O E N P O I I R E L E A D E R H T E A M H T N N L
S T T S T N S B Q L A P M A C C R W C E C H I T C
T T R L E P I E U E M A R K E E Y E T G E E S R O
N N E N R S N Y I T T N I T L M N R P A M B U E N
E E N I R O V O P E I E C N E G R E V N O C O N T
G M N G E L E N M S H C T T A R T L S A S I H T R
I G T N T U S D E N T O C E D E N S R M S N L A A
L E A I S T T T N O R N A A E N A G E Y U V A L C
L G L R A I S H T I O V R M R A S E D R I E B L T
E A T O M P M E R T W E T S S T E N A E N S I E I
T N A L O V E B E U T R N P H A I I E W E T R A N
E A I V R E N U N L I G O A I L R U L E G M T D G
E M E T S R T Z T O S E C R P S E P A R T N E R S
L D B A T C N Z A S I O P T C A P M I B I S U O H
A L T H E G E N I U S S E R I E S C A M P A I G N
S E R I F I X I N G T H E I M P A C T P O I N T S
THEPARTNERCHANNEL.COM | SPRING 2015 21
LLLLEEEEAAAADDDDEEEERRRRSSSSHHHHIIIIPPPP SSSSAAAALLLLEEEESSSSMARKETING
Industry MarketingIs it Worth the Investment?
22 SPRING 2015 | THEPARTNERCHANNEL.COM
story by CHERYL SALAZAR | illustration by MATT MASTRUD
At The Partner Marketing Group, we are asked this question time and again. This article is not
meant to be a definitive guide to industry marketing but offers a few good reasons why you should
invest in it and provides a few pointers to get you started. For those resellers who have already
made the investment, hopefully the tips help you gain better traction in your chosen industry.
According to the Merriam-Webster dictionary, the full definition of industry includes: “1.
diligence in an employment or pursuit; especially: steady or habitual effort. 2. systematic labor
especially for some useful purpose or the creation of something of value.” In line with this definition, committing
yourself to an industry (or two) is going to require systematic effort on behalf of your entire organization in order
for you to be successful at it and recognized for your expertise.
GRASP THE BENEFITSHow can you embrace an industry initiative in a way that is sustainable and repeatable, and that powers future
business growth? Why should you do it?
One of the benefits of focusing on a specific industry is that it has the potential to unlock more profits for you.
Industry prospects look for providers who are able to supply them with end-to-end integrated solutions from the
front office, the back office, hardware provisioning, networking capabilities, and so on. These prospects look for the
single provider who can deliver on all their technology requirements.
Another compelling reason why you should consider an industry focus: You have the potential to expand
beyond borders. Industries across the world face similar challenges. This is an opportunity for you as
a reseller to either partner with a reseller in another country to deliver solutions there, or open
that local office so you can expand. And then you have an excuse to spend your next vacation
in that exotic location (aka “customer onsite”) you’ve always wanted to visit.
UNDERSTAND THE OPPORTUNITYYou may be tempted to bite off more than you can chew by trying to build expertise in
more than one industry at a time. Take a good look at your current customer data – in which
industry(s) do you have the most customers, is there a specific vertical that you’re best at, where
you have the most competent consultants? When piecing together your offering, identify what
prevents you from providing a total solution. Are there ISVs you can partner with to complete your
solution, or do you need to create your own IP?
It is also important to identify who your new competitors are and understand how your solution
competes with theirs. Document how your solution is different and adds value so you can ensure
your prospects understand that, too.
Use the resources that you have on hand to help you compete in this environment. Is your
Microsoft solution more affordable, is there an offer you can entice your prospects with that can
help you gain their attention? Is there a hosting provider that can help you fill in your gaps or help
you deliver part of your solution via the cloud versus on-premises?
BUILD CREDIBILITYOne of the most important exercises you can do is to spend the time understanding the needs
and requirements of your prospects in detail. Start by spending time with some of your loyal
existing clients. Understand the personas who influence their decisions, document their pains,
and understand how they meet their requirements. Remember to reward them for their time,
and don’t forget to ask them for a testimonial and a referral.
Using this information, construct a persona document that captures the nuances of the various
buyer and influencer roles that you have the potential to reach. Understand what the CEO, CFO,
COO, IT buyer, and frustrated end user look for in a solution. Each of these personas is looking for
something different and consumes their information in different formats.
Through the creation of a rich set of content for each of these personas, you create the perception
THEPARTNERCHANNEL.COM | SPRING 2015 23
that your solution is tailored to their needs and appeals on an emotional level. Once you have constructed the
messaging framework, make sure you share it with everyone in your organization. It’s important that everyone who
touches a prospect or services an existing client understands these messages and reinforces them.
UNDERSTAND THE SEGMENTYour prospects won’t take the time to come to you if they don’t know you – you have to take the time to go to
them. It is important to understand where they go to learn about new technologies. Do they conduct web research,
do they belong to associations, how do they consume their information, what tradeshows do they attend and who
goes? Once you have a decent understanding of where your prospects congregate, align your efforts accordingly.
This may seem overwhelming and out of your reach, but if need be, start with the 50- to 100-mile radius of your
office. Dedicated focus and relationship building will get you started. Once you have three of four (or more) clients,
invest more time and money, cast your net wider, and expand your reach. It takes time, it takes years, and it takes
dedication.
ALIGN MARKETING AND SALESYour marketing and sales teams need to be aligned and share their learnings along the way. Gather a small team
together to build your industry message and align your marketing content. Have the sales and implementation team
work together to:
» Map out the total solution.
» Document the process that you go through with prospects.
» Capture the learnings you have from existing customers.
» Share it with the team.
Marketing aligns the messaging and creates offers that map to the discovery, pre-sales, and post-sales process.
Consider how you will support these new clients on an ongoing basis. Will you offer a multi-year support service
or even same-day support? NOTE: Your industry-specific support services could be a key differentiator between
you and your fiercest competitors.
“JustFoodERP was founded when Microsoft
first started discussing that the future was
heading towards truly differentiating yourself
as Partners in the market and delivering real
value. We invested in research early, we won
a few very important customers, and then we
immediately ensured that we started hiring
all new employees from the food industry. If I
were going to offer advice to a Partner looking
at changing from a horizontal to vertical
organization, I would recommend that the first
thing you do is market research. There are so
many industries that are not served well, and
there is a lot of room to serve those markets.
IP now has a large footprint. Customers
purchase our solution because we have about
50 percent food industry-specific functionality
built on top of Microsoft Dynamics. It wasn’t an
easy climb, but I feel confident that we made
the right choice to become vertically focused.”
David Pilz
CEO, JustFoodERP
So many great resources, so many long URLs! Save some time and either scan the QR code or go to www.thepartnerchannel.com/inudustry-marketing-resources to find quick links to the information below.
» Microsoft helps you get started. If you focus on manufacturing,
financial services, public sector, retail, or services, kick off your
initiatives with this content: https://mbs.microsoft.com/partnersource/
northamerica/sales-marketing/campaigns-demand-generation/
advertising-awareness/MSFTDynamicsIndustryLandingPage
» Automate your horizontal efforts by utilizing these resources: https://
mbs.microsoft.com/partnersource/northamerica/sales-marketing/
product-strategy-direction/MSDYN_ERPVolumeinSMBcampaign
» Microsoft works with Microsoft Dynamics-
savvy vendors to build resources for
you to leverage: https://mbs.microsoft.
com/partnersource/northamerica/sales-
marketing/marketing-collateral/messaging-
frameworks/MSB
» Promotions are updated regularly. Use
these to lure your prospects: https://mbs.
microsoft.com/partnersource/northamerica/
pricing-ordering/promotions
24 SPRING 2015 | THEPARTNERCHANNEL.COM
ALIGN CONTENTIn a recent survey conducted by The
Partner Marketing Group, 66.7 percent of
respondents stated that at least 50 percent of
the content they create is industry-specific.
That’s a much higher number than we
expected, and we were pleasantly surprised
by it! It clearly shows that marketers in our
industry have adopted the “go vertical”
message to differentiate themselves.
It’s important that your keywords are very
specific to your industry. Understand what
terms your prospects use in their searches,
and make a short list. These keywords
should appear on your website, in your
blogs, image alt+tags, social snippets, and
so on. Keywords help to focus your content
and should be shared with everyone who is
contributing content.
Prospects will figure out soon enough
if you’re credible or not. They may ask for
references or case studies. Ensure that you
have at least one of each handy as you start to
build out your content. Using your messaging
framework and your segment brief, start
by creating one piece of thought leadership
content each quarter for each persona. This
content can be in the form of a SlideShare
presentation, an ebook, or a video. You can
surround each of those pieces with two to
three emails (if you have an opt-in list in
your database), relevant landing pages on
your website to capture contact details, and
social snippets to feed your social properties,
and you can supplement the content with
blogs relevant to your personas. If this seems
too overwhelming, then start with just one
persona and build from there.
When considering content, never forget
that Microsoft has already invested in a
rich set of content that is ready for reuse.
While some of it may seem very horizontal
in nature, you can repurpose it to fit your
requirements.
PINPOINT YOUR BUSINESSThis is an often neglected asset.
Leverage the power of Microsoft and its
web properties. Create a service overview
on Pinpoint (https://pinpoint.microsoft.
com/). Use your keywords within your
write-up and include links to your content,
offers, free trials, and case studies.
DO YOU QUIT THE “HORIZONTAL” BUSINESS?This is another question we are asked all the time. It takes time and an investment to realign
your organization around an industry. You need to do it to grow your business, and of course,
no one wants to walk away from a new client, but shifting focus does mean that you need to
find a different way to address your horizontal business.
THEPARTNERCHANNEL.COM | SPRING 2015 25
Microsoft has made a significant investment in an ERP nurture campaign that you can use for outreach to a
horizontal audience. By automating this outreach, you free up time to focus on your industry initiative. Use their
newly updated nurture campaign as way to address marketing to this audience. Replace relevant pieces within it
with your own content – such as case studies, existing video, slide decks, and so on – to optimize it for your needs.
Focusing on an industry takes time, it takes effort, and it can seem daunting. Breaking it down into building
blocks and engaging the efforts of your entire organization will get you there. Once your foundations have been laid
and you have a regular rhythm in place, you may find that your industry efforts will splinter into a series of micro-
verticals where you find even more opportunity to invest.
Consider the food industry, for example. The food industry is enormous and continues to grow – you have
micro verticals such as organic food producers or vegan food producers. Within that you may have only organic
cheese makers or gluten-free bakeries. The most important thing for you to do is focus, focus, focus before you
expand. Obtain four to five customers in a vertical before you move over to the next one. Look for the one that
has similarities to the vertical you are already in, where your solution can naturally translate because prospects are
experiencing similar challenges.
If you need assistance getting your industry marketing strategy off the ground, or help invigorating the one you already
have, contact Cheryl Salazar ([email protected]) to learn how to reap more rewards from
your industry marketing initiatives and power your business growth. To obtain a copy of The Partner Marketing Group
survey mentioned in this article, email [email protected].
26 SPRING 2015 | THEPARTNERCHANNEL.COM
Don’t miss our video on Form 1095-C: How Offers of Coverage Dictate GP Payroll Setups
bit.ly/Form1095CinGPwww.sypnio.com 815-656-4000
SYPNIO ACA REPORTING Extends tracking for deeper, internal reporting Determines employee eligibility for coverage Tests affordability of coverage offered Unifi es reporting for multiple GP databases
Works in V10 to GP2015 Is backed by well-informed support One-time, cost-effective investment No need for HR module
IRS sledgehammerACA penalty for offering
no health insurance
IRS tack hammerACA penalty for offering non-compliant coverage
IF YOUR COMPANY HAS... many hourly workers lower-wage workers varying work schedules seasonal hiring frequent turnover
and you’re running payroll on Microsoft Dynamics GP, get the Affordable Care Act add-on for GP Payroll
and pinpoints your ACA risk.
Know when to
take cover from
the ACA penalties
that, come 2016,
will be calculated
monthly for IRS
reporting fi led for
CY2015.
BREWERY MANAGEMENT
TRIBAL HOUSING
EQUIPMENT RENTAL MANAGEMENT
MECHANICAL CONTRACTING
INDUSTRIESTailoring to Unique
What’s Your Niche?As a Microsoft Dynamics Partner, you’re expected to identify a clear value proposition to set you apart from the rest, and many of you have taken on a unique industry focus to meet those demands. The four Partners in this feature have done just that and are experiencing wonderful success…
28 SPRING 2015 | THEPARTNERCHANNEL.COM
BREWERY MANAGEMENT
Randy Smith and Brooke Webb
VicinityBrew
www.vicinitybrew.com
Tagline: “We’re Software Geeks for Beer Freaks”
About VicinityBrew: VicinityBrew is a brewery management solution
for the craft brewing industry. The software ties everything together
from grain to glass, including sales orders, scheduling, capacity
planning, production via logs, quality, and more.
VicinityBrew Group: Vicinity Manufacturing has partnered up with
others to form a group of ISVs known as the VicinityBrew Group:
EthoTech (excise tax and label certification), Panatrack (bar code data
collection), SalesPad (mobile sales), and Njevity (hosting provider).
Vicinity Manufacturing had been in the craft brewery space longer
than they realized, and yet at the time, they didn’t have a craft focus, and
neither did the world. The craft industry picked up speed about four to
five years ago, and Vicinity realized the potential in creating a solution for
these entrepreneurial companies.
Brooke Webb and Randy Smith did their market research and visited
a number of breweries to see exactly how they worked on any given day,
talked to the different roles at the organizations, and got a feel for how
they do business overall.
They realized during this research phase that they had to change their
pricing model and rethink the way they do business to accommodate
this industry. And in order to stay scalable while meeting a price-point
breweries can work with, they had to bring in ISVs with different areas
of expertise. The VicinityBrew group was born and is now made up of
Vicinity Manufacturing, EthoTech, Panatrack, SalesPad, and Njevity, with
everything coordinated through Vicinity.
In addition to changing the pricing and sales model, Vicinity had to
create an entirely new brand to get the attention of this fraternal industry.
“For me it was more a gut-feel to go this direction,” Brooke explains.
“The family and entrepreneurial spirits are very alive at Vicinity, and
it immediately energized me to work with like-minded people in the
brewing industry. I just felt it was a good move for us to make.”
Randy adds, “When we looked at the growth rate of the industry, it made
sense to launch the VicinityBrew brand.” “This is also a very creative group,
and getting them on board with technology is an interesting challenge, so
we knew our go-to-market strategy would have to be unique to them.”
It took about 18 months to get the different ISVs together and fine-tune
the solution while creating a whole new brand along with it. Now, Vicinity
Manufacturing is immersed in the craft brewing industry (work shirts
and all!) and loving it. Randy shares, “We’ve caught this wave of word-of-
mouth, and it’s just insane the amount of business coming in. The demand
has actually outpaced our regular business side.” He continues, “It’s also
very cool and heartwarming to see our clients on the shelf in stores and
bars. Helping them achieve their goals is what it’s all about.”
PASSION AND RESEARCH GO A LONG WAY…
Advice from Brooke: “Find what you’re really passionate about. If you’re
going to launch a new brand and vertical, you better be passionate about it. It’s
no simple task! And don’t make any assumptions about what the consumer
wants. Take time for face-to-face conversations and on-the-ground presence.”
Advice from Randy: “There is a vertical for you. You just have to find
it. Read Geoffrey A. Moore’s books: Inside the Tornado and Crossing the
Chasm to understand the power of vertical. It’s not as complex as you
think once you’ve identified what you’re good at.”
TRIBAL HOUSING
Carol Rogne
DFC Consultants – DFC Property Management
www.dfcconsultants.com/Industries/Tribal.aspx
About DFC Property Management: Integrates
directly with Microsoft Dynamics GP and manages
the rental and work order side of housing authorities
while complying with HUD requirements. This
includes tracking family demographics and income
to calculate the rent for various programs, managing
waiting lists, billing tenants, job costing for costs on
the units, and more.
Twenty five years ago, Carol Rogne started DFC
Consultants and immediately worked with tribal
housing authorities. DFC would help customers set
up Great Plains and implement an entirely different
solution to manage the rental side of things. Then each
month, they would also help them balance the books
since the two solutions wouldn’t speak to each other.
Carol shares, “There is a lot of variation between tribes
and how they set up program requirements, which led
to us doing a lot of custom work every time.”
Each year, the DFC team meets for an entire day to
talk strategy and review the year. During this meeting,
one team member mentioned the struggles with
workarounds for each tribal client, and they decided to
write a software package to fit what was really needed
for this industry.
Getting the software written was no easy task, taking
about two years to complete. After more than 20 years,
it continues to be an evolving solution in order to meet
the changing HUD and industry requirements. Carol
says, “We work closely with our existing clients to gather
input on the features and functionality they want, and we
regularly attend HUD, industry, and national conferences
to keep attuned to changes in the marketplace.”
With a deep focus on the Native American housing,
different tribal opportunities have opened up for DFC
along the way such as gaming, schools, colleges, and
more. “We addressed the tribal challenges so long ago
that we’ve acquired a lot of contacts in the area. It’s the
relationships we’ve made over the years that are most
important to me. “Providing tribes with tools to better
handle their resources is extremely rewarding,” Carol
concludes. “There’s so much poverty, and they really
need to maximize their dollars to take care of their
constituents’ needs.”
NOTICE YOUR STRENGTHS AND FOCUS ON
RELATIONSHIPS
Advice from Carol: “Look at what you’re doing right
now and see what you’re strongest at. It could be writing
a complete package, but it could also be smaller things like
particular skills in BI, great reports to help a specific niche,
and so on. Also, the relationships are so important. Referral
business is the best when you really target. This has been
especially critical in the growth of DFC Consultants.”
THEPARTNERCHANNEL.COM | SPRING 2015 29
EQUIPMENT RENTAL MANAGEMENT
Malcolm Roach
Open Door Technology
www.opendoorrentalsoftware.com
About Open Door Rental Software: This software
integrates directly with Microsoft Dynamics NAV, allowing
rental companies to efficiently rent or sell inventory and/
or fixed assets from multiple locations with extensive
reporting functionality to provide real-time reports on unit
availability, rental history, service schedules, utilization,
and profitability.
Malcolm Roach is a former senior manager with KPMG’s
information systems group who served a stint as an oil and
gas controller in Calgary, Alberta and then founded his own
company, Open Door Technology (ODT) in 1992. He hadn’t
planned to target only oilfield companies, but his background
and location played a huge role, and in Calgary, that vertical
made the most sense.
ODT started writing field ticket systems for oilfield
companies that could be integrated with other third-party
oilfield software. Oilfield companies continually struggle
with connecting the field workers with the office, but ODT
specializes in creating solutions to remove the manual
processes so that accounting and electronic invoicing
systems talk to one another while taking into account the
various operating and regulatory standards of the industry
across North America.
ODT’s work with oilfield naturally expanded into
equipment rentals because oilfield service companies
figured out they didn’t have to own the equipment; the more
cost-effective and easy way is to rent. Malcolm and his team
realized this trend 10 years ago and planned to sign up as a
reseller of an existing rental management software product,
but the Partner channel was disbanded. “We had a choice to
walk away from rentals or to create our own rental solution,
and after three years of building our own IP, we brought
it to the Microsoft Dynamics reseller channel.” Malcolm
continues, “We learned a lot during that initial release and
had to tweak our approach to make it configurable in the
cloud or hosted so that we had the option to sell through
Partners or sell direct.”
Malcolm shares that he and his team always knew there
was potential in this market, but also knew that they had to
make the software broad enough and valuable enough for
rental companies to make it an industry leader. After a lot
of hard work from some great people, ODT is starting to see
the results of that investment.
TRANSFORM AND PAY UP!
Advice from Malcolm: “If you want to go vertical, you need
to develop your own product IP so competitors can’t easily copy
your approach. If it’s just services, anyone else can pick that up.
Don’t take the easy (or cheap) shortcuts, but be prepared that it
will be the most expensive thing you’ll ever do. If you can’t make
a transformational product that transforms people’s businesses,
you better rethink what you’re doing.”IND
UST
RIE
STa
ilorin
g to
Uni
que
Wha
t’s Y
our N
iche
?
30 SPRING 2015 | THEPARTNERCHANNEL.COM
Phone: (406) 404-2036
www.KampData.com
Coast to Coast Sales Tax Solution
For rights to photos seewww.creativecommons.org/licenses/by/2.5/
Since 1993
photo by Beverly & Pack photo by The Knowles Galleryphoto by sskennelphoto by jimmyharris
Jonathan Taub
FIELDBOSS
www.fieldboss.com
About FIELDBOSS: FIELDBOSS
works with Microsoft Dynamics
CRM and Microsoft Dynamics
GP, adding service functionality
specifically designed for elevator
or HVAC contractors such as
equipment tracking, preventive
maintenance, project tracking, and
scheduling field staff.
Jonathan Taub, owner of Rimrock
Corporation, a Microsoft Dynamics
GP and Microsoft Dynamics CRM
Gold Partner, knew vertical was
the way to go for their business, but
instead of falling into a certain niche,
they started from scratch and did
their homework.
“We did an extensive market
analysis and crunched numbers like
crazy for about a year,” Jonathan
says. “We factored in market size,
competitors, industry economics, and
business cycles of certain industries,
along with existing technologies and
systems in place. You name it, we
analyzed it.”
Jonathan and his team eventually
found an industry where processes
were difficult to streamline and
ultimately in a lot of pain. “Mechanical
contracting is an ugly, complicated
business, but we saw potential to help
them. Gaining a deep understanding
of the significant barriers to entry
in this industry also made us realize
the competitive advantage we would
have over other Partners.”
After three years of getting
the solutions up and running,
establishing a whole new marketing
and sales strategy, and starting with
zero clients, FIELDBOSS is now
growing rapidly, and Jonathan and his
team aren’t looking back. “From the
beginning, we’ve worked off a new
economic business model, and have
never had any doubts in our minds
that this is what we needed to do,”
Jonathan shares.
It’s also been an extremely fun
learning experience for everyone
involved on Jonathan’s team.
“Learning this industry is definitely the best part. There are so many intricacies of these
verticals, and the business impact we can and are making is both fun and rewarding to see
on a daily basis.”
DO YOUR HOMEWORK!
Advice from Jonathan: “We didn’t just get lucky. We did a huge amount of research and
analysis. Make sure to do a complete market, business, and capital analysis. You need a very
detailed business plan and strong leadership to make it come together. Marketing, sales,
implementation, support, development, and administration all need to be solid or you’re
going to have a very tough time or not get there at all.”
MECHANICAL CONTRACTING
THEPARTNERCHANNEL.COM | SPRING 2015 31
ISV PROFILE
COMPANY
BatchMaster Software
INTERVIEWEE
Mark Richards,
director of sales, U.S. and Canada
WEBSITE
www.batchmaster.com
HEADQUARTERS
Laguna Hills, California
PHONE
949-583-1646
ESTABLISHED
1985
The Partner Channel (TPC): How and when did BatchMaster Software start out on the path of providing the process manufacturing industry with enterprise resource planning (ERP) solutions?Mark Richards (MR): BatchMaster Software has
been in business for 30 years, providing software
to the process manufacturing industry across
various product lines. The company started out
by working with the research and development
departments of paint manufacturers on their
formulation and lab calculation requirements.
Each year, the BatchMaster product grew in
functionality and in the industries that we support
such as food, chemicals, personal care products,
and nutraceuticals, until it became a full ERP solution for process manufacturers.
About six to seven years ago, Microsoft encouraged us to provide a process
manufacturing solution specifically for Microsoft Dynamics GP. We then developed
BatchMaster for Microsoft Dynamics GP, embedded inside of and written to the
same Microsoft SQL tables and master files of Microsoft Dynamics GP.
TPC: What made BatchMaster target the process manufacturing industry from the get-go?MR: When material safety data sheets (MSDS) were mandated from OSHA in
the mid ’80s, there became a need for manufacturers that used chemical materials
within their finished goods to easily and quickly be able to generate MSDS info. One
of our business principals had a degree in computer science, and he wrote a program
for formula management, performing laboratory calculations and generating MSDS
info. This expanded over the years to other formula- or recipe-based manufacturing
environments since they all had the need for laboratory calculations for either the
chemicals or the nutritional aspects of the raw materials. BatchMaster then found a
niche market in this underserved community of manufacturers. No other software
solution was able to tie formula/recipe management and the batch production
process together with extremely accurate inventory management and the ability
to provide compliance reports. BatchMaster then became known in the process
manufacturing industry as a solution provider for this market.
TPC: What do process manufacturers love most about using your software?MR: BatchMaster is a complete manufacturing solution that’s designed for formula-
or recipe-based manufacturers. Most other ERP products use bill of materials
(BOM) in a protracted manner to do process manufacturing, but we offer a full
formulation and a laboratory module at the heart of our ERP system, which is key
to process manufacturing facilities. With the formulation module, we are tracking
each and every raw material within that formula, making such things as inventory
management, lot tracking, and batch production costing, extremely accurate. With
more than a dozen manufacturing feature sets, end users can meet FDA compliance
with ease and have a better handle on control, safety, and other government
regulations. These pain points alone drive at least 70 percent of our sales.
Mark Richards
CUSTOMER TESTIMONIAL
“BatchMaster has become
essential to our business to
comprehensively maintain our
formulations and greatly simplify
lot tracking. We also appreciate
the relationship we have with
BatchMaster Software Inc. and
their level of commitment to our
business and industry.”
Moussena Kermasha,
projects coordinator at New Roots Herbal
32 SPRING 2015 | THEPARTNERCHANNEL.COM
Our software is also embedded right inside of Microsoft Dynamics GP. As
Partners know, users prefer not to have two products to maintain. With BatchMaster
Manufacturing for Microsoft Dynamics GP, they get one login, and they’re working
seamlessly within both the Microsoft Dynamics GP and BatchMaster Manufacturing
environment, and they are still able to take advantage of all the strengths the
Microsoft Dynamics GP offers.
TPC: This issue is all about industry. What’s your favorite part about serving process manufacturers? MR: It’s a very vertical market, as you can imagine. Process manufacturing
encompasses a great many different types of companies, including bakeries, food,
beverage, pharmaceutical and nutraceutical, cosmetic, chemical companies, and so
much more. We offer various renditions of our solution architected to those specific
verticals. I strongly believe in selling a vertical product that meets very specific
needs of the users, just as Microsoft emphasizes as well.
TPC: Out of all the verticals within process manufacturing, what’s one very unique niche that BatchMaster does especially well in and why?MR: Nutraceuticals is an interesting niche. Such companies manufacture diet pills and
nutritional supplements. Even though they are not as regulated as pharmaceuticals,
they have to implement strict ingredient controls and specifications, such as tracking
allergen rollups, potency, capsule shapes and sizes, and even certificates of analysis
or organic certificates. BatchMaster provides that level of electronic tracking and
approvals that streamlines the overall production, marketing, and sale of the end
product.
TPC: What is the most challenging aspect of serving the process manufacturing industry?MR: The process manufacturing group is a cautious and conservative bunch. Most
manufactures, in general, tend to be older and more established and are coming off
DOS systems. So, introducing newer concepts like the cloud can be a very difficult
discussion that not many are ready to try out just yet. That said, we believe that more
than 50 percent of our new business will come from our hosted solutions over the
next three years.
TPC: How do you work with other Microsoft Dynamics Partners?MR: We approach this very much as a channel sale and work with many of the
Microsoft Dynamics GP Partners. We have sold directly to end-users, but only when
they come to us. If that happens, our first question is, “Do you have a Partner?”, as we
feel that will get them on the right track all around.
TPC: What do you like most about the Microsoft Dynamics Partner community?MR: I’ve been in the Microsoft Dynamics Partner community for 25 years and
believe it’s a very unique group unlike any other. The close comradery is strong, and
I love seeing people who I have known for more than 20 years at Partner events. I
also appreciate that some of the people in the community still focus on bringing a
human element and very professional work ethic to software/solution sales process,
something that isn’t so apparent in other software channels.
With BatchMaster
Manufacturing for
Microsoft Dynamics
GP, they get one
login, and they’re
working seamlessly
within both the
Microsoft Dynamics
GP and BatchMaster
Manufacturing
environment, and they
are still able to take
advantage of
all the strengths
the Microsoft
Dynamics GP offers.
THEPARTNERCHANNEL.COM | SPRING 2015 33
SSSSAAAALLLLEEEESSSSLEADERSHIP MMMMAAAARRRRKKKKEEEETTTTIIIINNNNGGGG
How creating personas drives empathy and results
BUZZFar Beyond the
34 SPRING 2015 | THEPARTNERCHANNEL.COM
story by TRACY FALEIDE | illustration by JOHN HOLLAND
With a few exceptions, like my mother who still believes Bill Gates is giving away all his money,
consumers these days can spot a buzzword from miles away. They sense when we marketers
don’t really know them. They know when we are talking at them versus with them. To ensure
your industry marketing efforts really hit the mark, you need to go far beyond the buzz by
establishing deep empathy – not just with decision-makers, but with the people across their
organizations who will recommend, adopt, use, and ultimately benefit from your product.
Don’t worry. You’re not going to need a big-budget, big-fuss research study. Instead, you’re simply going to need
to talk to people. The right people.
FIRST, LIST THE PEOPLE WHO USE OR ARE AFFECTED BY YOUR PRODUCTS.
In each of your highest-priority target industries, you already know the decision-makers – those who ultimately
write checks for your products and services. Now, go beyond that group to their project and team leaders. They’re
the ones who typically drive the implementation, adoption, and ongoing use of your product. Now think about
people on their teams who use your product or consume information it generates on a day-to-day basis. These are
the service reps, salespeople, data entry, inventory, and operations specialists on the front lines. List these roles and
categorize them into logical groupings.
NOW, TALK TO AS MANY OF THEM AS YOU CAN. This is when you get your whole company involved in finding people amongst their networks of friends and
family members who do those kinds of jobs in the industry you’re targeting. Another way to find these individuals
is through LinkedIn groups. Equip everyone with a simple set of questions designed to help them quickly capture
basic demographic, techno-graphic, and psychographic data about a cross-section of roles – from the front line to
the boardroom.
TIPS:
» Keep the number of questions below 20 to ensure these interviews can be completed within 30
minutes, including the introductory and closing comments.
» Aim for conducting as many interviews as you can within a brief timespan (three to four weeks) to
keep the focus and energy high.
» Ask everyone to use the same template for capturing notes to make them easier to analyze.
Ask about the tasks and situations that frustrate, challenge, and inspire. Ask about the ways these people like
to learn new things. Ask them about the publications and blogs they read, as well as the online communities they
keep up with. Ask them what they wish they could change right now about their jobs and/or the processes they use.
Ask them what trends in their industry intrigue or worry them. Ask them what they do in their spare time. Most
importantly, ask them if they’d be interested in reviewing future plans, designs, or articles being developed at your
company. You’ll be surprised how many say yes.
People love to be given the opportunity to share their expertise. It makes them feel valued and even
wise. They’ll remember it. And they’ll remember you and your company.
NEXT, ANALYZE THE RESULTS TO FIND PATTERNS. Assign a small group of people from different parts of your company – especially marketing, engineering, and
services – to go through all the results and identify patterns based on the type of work your interviewees do, how
they’re impacted by your products, or their level of influence. There’s no magic formula for this. Your team will
know the patterns and groupings when they see them. These will become your “persona categories.”
DEFINITION TIME:
Personas are fictional characters created to represent the different types of people who use your
products. They are personal, memorable reminders your team members will use to guide their decisions
on strategies, product designs, marketing campaigns, and so on.
THEPARTNERCHANNEL.COM | SPRING 2015 35
FROM PERSONA CATEGORIES, SELECT A SMALL NUMBER OF REPRESENTATIVE PERSONAS.
Now for the fun part – bringing to life a small number of characters who best represent an entire category of roles
impacted by your products. Resist the urge to create personas for every single role that might use or be impacted by
your products. The result will be too many names and needs to remember, and your efforts to create deep empathy
will be diminished. Keep the number of representative personas manageable; around six is a good guideline.
The small team who analyzed the interviews should lead this effort. Encourage them to engage the whole
company in fun naming or unveiling events. Also encourage them to find real people (again, among friends and
family networks) willing to lend their images as persona models. Putting faces on the needs and attitudes of your
users will drive the greatest impact.
FINALLY, BE CREATIVE AND PERSISTENT IN LEVERAGING YOUR NEW PERSONAS.
Just by going through the effort to list roles and conduct interviews, you’ll significantly raise the level of
understanding across your company of influencers in your target industry. During the interviews, your team
members will hear firsthand the language these influencers use. They’ll get a much better understanding of the pain
points they face, the things that keep them awake at night, and the things they are excited about. This knowledge will
dramatically improve the impact of your company’s communications to this audience. Instead of being theoretical,
you’ll be real. Instead of using buzzwords, you’ll use genuine, relatable language.
You should also consider using your personas externally on your company’s website, in presentations, and in marketing
materials. They’ll help your audiences more quickly find and remember information most helpful to them. Keep their
names and faces in the forefront internally by creating posters, cardboard standees, photo blocks, screen savers, and
stickers. Use personas in your onboarding, performance management, and communication systems. Encourage your
company’s leaders and managers to mention them often by using them to categorize initiatives and feedback.
Just like all of us, personas thrive when they’re remembered, and especially when they make a difference.
36 SPRING 2015 | THEPARTNERCHANNEL.COM
Community, Competency & Advocacy
Learn more at www.dynamicpartnerconnections.com
reIMAGINE 2015Dynamics GP Partners
SAVE THE DATE - September 21 - 23, 2015#reIMAGINE2015
EducationalWebinars
Unlimited access to over100 webinars annually
SL 2015 Readiness
reIMAGINE Encore
AX Technical Expert Series
GP 2015 Launch Series
Upcoming Webinar Highlights:
New Community Website-Expand your network using the Member Directory-Ask questions 24/7 in the Discussion Forum-Access recorded content on demand-Browse upcoming webinars or filter by topic of interest
Content Library
A variety of partner-specific resources,including recordings and presentationdecks of past webinars
Exclusive Partner Events PreGAME in conjunction with
Convergence - March 5, 2015
The Partner Connections Event
Give Back to the CommunityBe seen and recognized as a thought leader in the partner community by leading sessions and speaking at events.
Experience tells us that sharing knowledge and ideas, success and challenges, in an open and productive manner helps individual members and the entire ecosystem to grow and prosper. Check out the webinar schedule, recordings library, and upcoming conferences for topics that are important to you, and get involved today.
Membership is open to all Microsoft Dynamics partners and does not carry any membership fees. Members benefit from opportunities to increase the skills and professionalism of their entire organization: consultants, developers, project managers, leaders, and sales and marketing professionals.
Connect Today!
AX CRM GP NAV SL
MMMMAAAARRRRKKKKEEEETTTTIIIINNNNGGGGSALES LLLLEEEEAAAADDDDEEEERRRRSSSSHHHHIIIIPPPP
story by PETER JOECKEL | illustration by MATT MASTRUD
Elevator pitch for the attention-span challenged, Twitter-obsessed generation: DevOps is a unique
opportunity for highly-differentiated business process re-engineering services that has not yet
penetrated the Microsoft Dynamics space.
The president of a major Microsoft Dynamics AX implementation Partner recently pointed
out that the continued emergence of Microsoft Dynamics AX as a challenger to SAP and Oracle
was necessary to challenge their duopoly and give customers a legitimate alternative to their ERP
software offerings. I found that to be a fascinating observation since I have recently become interested in an agile
business concept called DevOps that originated in the world of big business – dominated by SAP and Oracle in the
enterprise ERP space – and have wondered how it could impact the Microsoft Dynamics space.
So what is DevOps? More importantly, how could it be a highly-profitable new business for Microsoft Dynamics
Partners?
DevOps...What?
38 SPRING 2015 | THEPARTNERCHANNEL.COM
In short, the term DevOps is the combination of the words “development” and “operations” as they pertain to
departments within organizations. In larger enterprises there is typically a need to have better communication and
cooperation between these departments in terms of how software is modified and deployed. It is a movement based
on the concept that software updates will be released faster and with fewer errors if there is closer cooperation
between DEVelopment and OPerationS in organizations to improve the application development and release cycle.
Quality assurance or QA is often referenced or included in DevOps discussions as being critically involved in the
software release mix.
Let’s look at a perfect example.
An online distribution company constantly has to update its website to be competitive in a world where giants
like Amazon and the brand-specific websites of large retailers such as Best Buy dominate. In this environment it is
critical to be nimble to take advantage of niche opportunities that the giants are too slow to respond to. As a result,
continuous fine-tuning and major changes to the website are constantly demanded by operations folks.
These requirements get “tossed over the fence” to the development team to be delivered ASAP!
In the developers’ cocoon, the change requests come fast and furious, and typically every single one appears to
be an emergency. This situation can lead to considerable tension between the development and operations teams,
particularly when there is limited communication between the groups. In addition to the tension, there can be a
dramatic loss in productivity due to this tension.
The concepts around DevOps developed in larger organizations as they recognized a need to improve processes,
communication, and toolsets between operational and development departments with a goal of getting “good” code
developed and implemented faster and more efficiently.
DevOps has reached a level of credibility or “mass” by being mentioned by Gartner as a “Top 10 Strategic
Technology Trend for 2014”. To a large degree, DevOps is still a “buzzword” that is poorly understood and often
used to define a wide and disparate group of ideas and tools. This creates opportunities for “first movers” in the
space.
Built around this movement are various thoughts, processes, and toolsets intended to facilitate the cooperation
between development and operation departments. To start on the road to a better understanding, check out these
resources and DevOps tools:
» www.rackspace.com/devops – A fantastic video describing what DevOps is for the novice or non-technical
individual.
» www.zeroturnaround.com – Revolutionary tools for developing quality software faster.
» www.datadoghq.com – A monitoring service for IT, operations, and development teams who write and run
applications at scale and turn the massive amounts of data produced by their apps, tools, and services into
actionable insight.
» www.plutora.com – This brings together everything required to operate a robust and scalable release
management function within your organization.
» www.midvision.com – A leading provider of application release automation software and management
solutions across complex multi-tier environments.
» www.kubisys.com – This automates the creation of development, test, and training environments in a fashion
that is faster, cheaper, and better than traditional VMWare solutions.
» www.devops.com – This is “where the world meets DevOps”.
With Microsoft Dynamics projects becoming more and more prevalent in the ERP and CRM space previously
dominated by Oracle and SAP, the tools and methodologies in the DevOps space present an emerging opportunity
for Partners to add highly-differentiated services.
Peter Joeckel is the president and founder of TurnOnDynamics, a Microsoft Dynamics AX and Microsoft Dynamics
GP Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft
Dynamics GP to Microsoft Dynamics AX.
Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners with a unique Dynamic
CFO Service offering. Learn more at www.turnondynamics.com, and reach Peter at [email protected].
THEPARTNERCHANNEL.COM | SPRING 2015 39
Ah, an oldie but a goodie. This photo was taken at The Partner
Event “back in the day.” What would you guess was the story
behind her gesture?
Email your caption to Jenny at [email protected].
Submissions will be judged on creativity, relevance, and sense
of humor. The prize for this contest is two (2) tickets to your
local cinema.
CONTESTTPC Photo Caption
40 SPRING 2015 | THEPARTNERCHANNEL.COM
CONTEST RESULTSWinter 2015 Photo Caption
Thanks for playing last issue’s contest! Our winner is
Brenner Klenzman of
WilloWare Inc.:
“The Partner Connections
Event: a great place to meet
with people face to face….
yet still text them to avoid that
uncomfortable “talking” thing.”
Just print the way you al-ways have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute every-thing simultaneously.
Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.
automate
Auto-attach files like; un-paid invoices with AR statements, MSDS with shipping documents, in-stallation specs & invoices. You create the rules!!!
attach
Print, email, fax, ftp, ar-chive, encrypt, assemble, sort, convert, split, batch, burst, even password pro-tect any form or report and then send, store or print it.
distribute
We hope to see you in Atlanta at Microsoft Convergence 2015
THEPARTNERCHANNEL.COM | SPRING 2015 41
LLLLEEEEAAAADDDDEEEERRRRSSSSHHHHIIIIPPPP SSSSAAAALLLLEEEESSSSMARKETING
42 SPRING 2015 | THEPARTNERCHANNEL.COM
story by ADRIANNE MACHINA | illustration by SETH REXILIUS
I sometimes wish that marketing was as easy as simple math where 1+1=2. Unfortunately, marketing is
more like algebra where you’re solving for multiple variables at once. Just like solving a math problem or
puzzle, I recommend starting with the easily solvable parts. Once you have those answers, you’ll have more
information to solve the deeper, more complex issues.
A simple marketing campaign has three steps:
» The advertisement or lead-generating activity.
» The landing page where the prospect opts-in to your offer.
» The follow-up until the sales decision is made.
When you have a campaign that’s failing, you want to start your analysis by looking at where the drop-off is
occurring:
» If no one is responding to your ad, then you need to look at your ad.
» If your advertising is driving a ton of traffic to your landing page, but no one is converting into a lead, then your
landing page is the problem.
» If people are going to your landing page and converting into leads – but you’re not getting any sales – you have
a problem with your sales funnel or follow-up strategy.
Now that we are looking in the right place, let’s drill into the next level and focus on the seven impact points that
are the most likely culprits when a campaign fails.
IMPACT POINT 1 PROBLEM: You don’t have a clear target.
SOLUTION: Start creating buyer personas.
I see lots of companies that try to stretch their marketing dollar by making their message as broad as possible.
The problem is that when you try to appeal to everyone, you end up appealing to no one. That’s one of the reasons
why picking an industry vertical is often significantly more effective than general marketing. When you verticalize,
you can speak in industry terms and become a part of their community. A better approach is to use buyer personas
to clearly understand:
» The right marketing messaging that speaks to the buyers’ needs and uses their voice.
» The right marketing channels so you know where your future buyers are hanging out, what they’re reading,
and which conferences they’re attending.
» The right tone/sensibility that will resonate with your market.
WHEN CAMPAIGNS FAIL: Fixing the Impact Points
THEPARTNERCHANNEL.COM | SPRING 2015 43
With that information, you can create multiple ads that are super-specific. Spend per ad will be less, but overall,
the impact will be greater. Knowing where your target market is spending time will also help you focus on the right
channels. Don’t spend a lot of effort marketing on Facebook if your buyers prefer LinkedIn.
IMPACT POINT 2PROBLEM: Your message is weak.
SOLUTION: Focus on the headline.
The three most important components of a compelling ad are the picture, the headline, and the offer. The headline
(or subject line) is the big attention grabber, so it’s where you should spend the majority of your creative energy. As
the story thesis, your headline will shape the rest of your message.
In general, when you are creating an advertisement, remember that:
» Negative outpulls positive.
» Specific outpulls general.
» Unusual outpulls normal.
» Boring gets passed right over.
Make sure that your offer stands out visually. Use high-contrast colors and images. Be 100 percent clear on how
the visitor can fulfill the offer. Use action verbs such as “download, watch, attend”. Make sure your offer matches the
right stage of the buyer’s journey. By that I mean someone who doesn’t know you at all isn’t going to be interested
in a product demo or a free consultation. Start with an offer that requires less of commitment.
IMPACT POINT 3PROBLEM: You’re invisible.
SOLUTION: Spend more time, money, and energy.
A rocket uses most of its fuel at launch. At the beginning of your marketing campaign, it’s going to take quite a
bit of energy to get off the ground. Sometimes the reason no one notices your ad is because it’s hiding in the corner.
No one is clicking to page 10 in the search engines. No one is noticing the tiny ad in a magazine. No one is noticing
the industry blog you write once a month. Make the investment so that you have a functional website, marketing
automation, reporting, and alerts. If you are investing in a vertical, try to “be everywhere” in that industry – at their
events, in their newsfeed, part of their LinkedIn groups. Take time to build your list and nurture your followers.
Marketing is expensive, but not marketing can be even more expensive – especially if you have talented consultants
on the bench burning non-billable hours.
IMPACT POINT 4PROBLEM: You’re sending people to your home page.
SOLUTION: Add landing pages with a thank you page for fulfillment.
According to MarketingSherpa’s Landing Page Handbook (second edition, www.meclabs.com/training/), 44
percent of clicks for B2B companies are directed to the business’s homepage, not a special landing page.
That’s a big mistake. Without a landing page, visitors then have to remember why they clicked onto your website
and hunt for the right content. Often, they’ll just leave without taking any action. There are lots of good, easy
ways to create landing pages today. If your website is run on WordPress, you can download a plugin like “Exclude
Pages” that will remove pages from the main website navigation. There are also stand-alone landing page creators
such as LeadPages and Unbounce. For the more sophisticated marketers, you may want to consider HubSpot or
ClickDimensions, which are marketing automation tools that include functionality to create landing pages.
The landing page should have:
» A strong headline.
» A picture or video.
» Bullet points that tell visitors what they’ll get from the offer.
» Social proof (testimonials or number of downloads).
» A picture of the offer.
» The lead generation form.
Often once visitors submit the landing page form, they’ll immediately be taken to a thank you page. Don’t
44 SPRING 2015 | THEPARTNERCHANNEL.COM
neglect this page! Use it as an opportunity
to further boost your credibility and
likeability. Lots of companies are starting
to put videos on their thank you pages.
You can add a second stage offer on this
page. For example, if they opted-in to
download a whitepaper, you could offer a
recorded webinar on the same subject.
IMPACT POINT 5 PROBLEM: You haven’t conveyed
you are trustworthy.
SOLUTION: Show social proof.
People want to do business with people
they trust. When you meet someone in
person, they gauge how trustworthy you
are by how you talk, how you dress, and
who you know. Are you really part of
their circle and community – or are you
a fly-by? Online isn’t much different.
Having a modern-looking website is a
great first step. Then build on that trust
by borrowing credibility from Microsoft.
Use your Partner logo. Share Microsoft
and ISV Partner stories. You can also
show trustworthiness by posting case
studies, testimonials, and reviews. If you
have a strong social presence, showcase
the number of fans or followers you have.
IMPACT POINT 6PROBLEM: You’re not sure what’s
holding you back.
SOLUTION: Test everything you can.
Before I launch a big campaign, I test
every component I can on a small scale.
By changing one (and only one!) variable
in my ads at a time, I can test multiple
headlines and images very affordably using
Facebook Ads or Google AdWords. For
example, I will test ads on Facebook and
then use the results of that test to build
a brochure or a print ad or a tradeshow
teaser, using the headline and image that
drove the best results.
You can also test your websites and
landing pages by using tools like Crazy
Egg, Optimizely, or Visual Website
Optimizer. A client and I ran an A/B test
of her landing page to see if a long page
or short page would convert better. Sure
www.SierraWS.com(800) 822-0973
Contact us today to see how you can have a robust time clock system that seamlessly integrates to your MS Dynamics ERP systems.
variety of scheduling options
built in ACA reports
SaaS and mobile solutions
Job costing and employee scheduling keeping your
clients up at night?
Specializing in bi-directional Dynamics ERP time & attendance solutions that are scalable, seamless and agnostic!
enough, the heat map (that shows where people look and click) showed us that virtually no
one was scrolling down on the long page. In this case, the shorter version won by a big margin.
But the test also showed us that people were clicking on images that didn’t go anywhere. We
improved layout, and as a result, were able to increase conversions.
THEPARTNERCHANNEL.COM | SPRING 2015 45
Advanced Allocations
1.866.794.1275
MicrosoftDynamics™
Out of the box integration
www.admiral-west.com/advancedallocations
Help your clients achieve
big productivity gains
Be a hero in your client’s eyes! Advanced Allocations from
Admiral dramatically reduces time spent on allocations, letting
Win against Sage and other solutions when advanced
allocation functionality is required.
Move PFW clients to GP without compromises.
–
trusted as the standard by partners and customers.
With current maintenance, Admiral provides installation,
training and support.
Trust Admiral to deliver solutions that will delight your clients.
IMPACT POINT 7 PROBLEM: Leads fall through the cracks.
SOLUTION: Align your sales and marketing teams.
It takes five to 12 touches to convert a visitor into a customer. How are you going to stay in front of your
prospect once they’ve taken the first step? The first step is to map out the buyer’s journey for each persona.
What are your top-of-the-funnel offers? What are your middle-of-the-funnel offers? What offers will you
use to close the sale? Once you have the steps mapped out, sit down with your sales team to discuss when
the handoff from marketing to sales will happen. Will your sales team follow-up on everyone who registered
for the webinar? Or only those who have requested a demo after the webinar? By creating clarity in your
communication, you will not only have a stronger sales pipeline, but you’ll have better morale and teamwork
between sales and marketing.
ENGINEERING YOUR MARKETING SUCCESSWhile it can be discouraging when your marketing doesn’t work, it doesn’t mean there’s anything wrong with
your company, your products, or your services. It only means your marketing needs improvement. Look at what
other people are doing and reverse-engineer it. Identify your impact points. Fix. Test. Measure. Repeat. Don’t give
up too soon. Success takes time.
46 SPRING 2015 | THEPARTNERCHANNEL.COM
Paul Cannon of Fisher Technology found the hidden logo in Chris
Elmore’s “I Present to You...Presenting” article on page 22 of the
Winter 2015 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!
MAMAMARKRKRKETETETINININGGGSALES LELELEADADADERERERSHSHSHIPIPIP
I Present to You...
Presenting22 WINTER 2015 | THEPARTNERCHANNEL.COM
Direction
WINTER 2012www.thepartnerchannel.com
ACLOUDCOMPENSATION
NEWOLDOut With the
In With the
FOR THE NEW YEAR
PLAN THAT WORKS
SETTING THE
contents
A publication dedicated to building a community for Partners
IN EVERY ISSUE
9Contributors
Surely on Santa’s Nice List
11On the Homefront
Sounds Like a Relationship
12News
Celebrating the Good in the
Community
15Events
Planning Winter Through Spring 2012
28TPC Interview
Mark Albrecht, Microsoft
43ISV Profile
Panatrack, Inc.
53Members Only Corner
5280 Solutions
54VAR Profile
The Resource Group
59The List
Updated and Ready for You
Each Quarter
82Advertiser IndexThe Product Experts
® Magazine
DEPARTMENTSLeadership
16The Entrepreneurs’ Corner
30My Team is in the Van.
Where Do We Go Now?
44You Can’t Go With the Flow if
You’re Stuck in a Box
Sales
18Make 2012 The Year That You
Keep Your Promises
34When Customers Sell for You
46A Compensation Plan That Works
Marketing
22Marketing Stickiness
36Out With the Old, In With the New
48Follow the Yellow Brick Road
FEATURES
25How Trustworthy Are You?
26TPC Caption Contest and Results
39Word-A-Ganza
40Convergence Tip of the Week
Festival
50Electronic Signature 101
52Logo Contest
56A Greeting from TPC
THEPARTNERCHANNEL.COM | WINTER 2012 5
Front cover Table of contents Photo caption
page
The end of
each articleAny 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!)
What could Jesse Byam possibily be thinking about?
Simply email your caption to Jenny at [email protected]. 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 all the other entries we receive.
CONTESTTPC Photo Caption
THEPARTNERCHANNEL.COM | WINTER 2012 26
Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest:
Note: This is not the
hidden logo!
Spring 2015 CONTEST
WINTER 2015 Location
THEPARTNERCHANNEL.COM | SPRING 2015 47
MEMBERS ONLYCORNER
Members Only Tips and Tricks Conference CallEvery 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 via the information shared below if you would like to participate.
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
Etelligent Solutions, Inc. helps businesses in a variety of industries improve their
business process and functionality through the use of Microsoft Dynamics ERP and
CRM solutions. The company’s team is comprised of certified professionals including
professional accountants, IT specialists, and support staff who work together to provide
the highest level of implementation, training, and support services. With more than 20
years industry experience and more than 180 clients in western Canada, Etelligent is
proud to maintain a strong partnership with its customers as noted in its high retention
rate. ESI doesn’t just sell software; they build solutions and form relationships.
How do you like to spend your free time during the spring months?
I enjoy downhill skiing and playing basketball with my four boys (ages
17, 15, 13, and 9).
In what ways has your company achieved industry success?One way is by enabling an internal culture of employees who are
personally committed to finding better ways to help businesses
succeed in the distribution, oil and gas, manufacturing, and not-for-
profit industries with the help of Microsoft Dynamics ERP and CRM
software solutions. Rather than offering a generic software solution,
we find out what specific issues each client’s business is facing and
demonstrate how the Microsoft Dynamics product suite can help.
INTERVIEW
How does your company enhance its industry expertise?We have our staff spend dedicated time at conferences and various activities so they are trained in specific
areas to enhance their expertise. This gives our employees the ability to offer more advice to our clients
about running a better business, expertise in integrations, and overall best practices.
What is your company’s action plan for Convergence 2015 Atlanta?We think Convergence is a great place to gain strategic knowledge, so we attend every year and usually
host about 25 clients during the event. Once we are onsite, we have a pre-event gathering that includes
introductions, feedback as to which sessions to attend, what to expect overall, and fun things to do (after-
hours parties, etc.). We make arrangements to meet up at lunch/dinner every day to check in and hear how
things are going, offer feedback, and do a quality check. It’s a very coordinated plan that provides our clients
and staff a wonderful Convergence experience.
What is the most beneficial aspect of The Partner Channel’s membership program for your company and why?
The most beneficial aspect is the opportunity to read the quarterly magazine. I have a library of The Partner
Channel Magazine in my office so I can share the information with our staff. This also allows them to utilize
The List as needed. I always look forward to reading The Partner Channel Magazine and find that the content
is very interesting and current, which makes it very valuable to our company.
Jesse Byam, vice president
Microsoft ERP, CRM, SharePoint
48 SPRING 2015 | THEPARTNERCHANNEL.COM
Take the pain out of expenses for
your clients – and add recurring
revenue for your business.
As a Concur Advisor, you can alleviate your clients’ inefficient, outdated methods of expense reporting and invoice processing by bringing them an award-winning mobile solution that connects with Microsoft Dynamics and other popular accounting software.
Become a Concur Advisor today:
concur.com/advisor
2005APRIL» EthoTech Inc.
» Mekorma
» Sherwood Systems
2006MARCH» InterDyn - BMI
2010MARCH» Integrity Data
APRIL» DynamicPoint Inc.
2011MAY» Scribe Software
Congratulations! The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:
THEPARTNERCHANNEL.COM | SPRING 2015 49
Admiral Consulting Group . . . . . . . . . . . . . . . . . . . . . . .46
Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Business Computers (Time Matrix) . . . . . . . . . . . . . . . .20
Concur. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 6
Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .37
Kamp-Data, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
k-eCommerce. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .41
MetaViewer from Metafile . . . . . . . . . . . . . . . . . . . . . . . . . 4
Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .36
Sierra Workforce Solutions . . . . . . . . . . . . . . . . . . . . . . .45
Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Sypnio Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
The Genius Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
TurnOnDynamics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . .76
ADVERTISER INDEX
50 SPRING 2015 | THEPARTNERCHANNEL.COM
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 [email protected].
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!
Table of Contents
Industry...................Page 52
Horizontal................Page 59
Services...................Page 72
Introducing The List MOBILENow 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:
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
52 SPRING 2015 | THEPARTNERCHANNEL.COM
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
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 manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers 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 offers decimal preci-sion, 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, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Commodity Trades
Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
Construction
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and docu-mentation within CRM. Your staff has visibility into all documents and data associated with accounts.
Consumer Packaged Goods
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
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replac-ing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.
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.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860 CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Item & Customer Profitability• Multiple Scenario Analysis• Variance Reporting• Top-down/Bottom-up planning by skew, cust, category etc.
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, workflow, 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 manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!
Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
IndustryIN
DU
STR
Y
Agriculture
Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
Apparel/Footwear
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI In-house control, collaborative, or out-sourced. Total solution, AS2, and VAN for lower cost of ownership. Seamless simplicity EDI designed specifically for NAV. More documents and users than any other NAV provider.
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.
Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/Size/Configuration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.
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.
CuroGens, Inc. http://www.curogens.com • 317-815-8120 Vehicle Management System for Microsoft Dynamics® AX 2012 VMS provides a comprehensive solution for automotive manufacturing compa-nies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 53
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.
EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.
Greenshades Software
http://www.greenshades.com/ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Higher Logic http://www.higherlogic.com • 202-360-4402 Connected Community The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.
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.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.
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
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).
Nexonia http:// www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
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 complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Paramount Technologies
http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customer-defined folder hierarchy.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
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
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and docu-mentation within CRM. Your staff has visibility into all documents and data associated with accounts.
Equipment Dealers
Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure cru-cial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.
Equipment Rental and Leasing
SYCOR GmbH http://www.sycor-group.com/rental +49 551 490 2491 Sycor.Rental AX 2012 solution for individual & bulk rentals, trade of mobile goods. Full rental lifecycle with key features: graphical scheduling, transport mgmt., service & maintenance, fleet mgmt., flexible billing methods, BI
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
54 SPRING 2015 | THEPARTNERCHANNEL.COM
Finance/Banking
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 • 800-560-9305 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.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customer-defined folder hierarchy.
Fleet Management
SYCOR GmbH http://www.sycor-group.com/fleet +49 551 490 2491 Sycor.Fleet AX 2012 solution for fleet management. Key features: graph. scheduling, trans-port mgmt., service & maintenance, vehicle data mgmt., vehicle history (costs, repairs, damage), BI & reporting, flexible billing methods
Food and Beverage
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Beverage-Field-Supply Chain-Ship-WMS.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. 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.
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 manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.
Blue Horseshoe http://www.bhsolutions.com 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what’s new in the Supply Chain Suite for Dynamics AX.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
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.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management–Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Government
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
Government Contracting
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Healthcare
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed 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 Management for Home Health and Long Term Care.
InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4Health® Financial Management Software pow-ered by Microsoft Dynamics.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your healthcare organization to meet the stringent HIPAA auditing needs across your entire organization. You can also help to eliminate risk of malpractice litigation by recording your user's actions.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
IND
UST
RY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 55
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration 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 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
High Tech and Electronics
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
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 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 transac-tions. Contracts can be generated and managed easily.
Home Furnishings
Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Microsoft Dynamics AX for Home Furnishings Sunrise provides expertise in managing the complex home furnishings supply chain: container assembly and tracking, product families and sets, item master flexibility, product configuration, and mobile order entry.
Hospitality
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
Industrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
mcaConnect http://mcaconnect.net • 866-622-0669 Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprise-size manufacturers, enabling clients to achieve competitive supremacy.
Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure cru-cial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises 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.
Lean Manufacturing
mcaConnect http://mcaconnect.net • 866-622-0669 Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance profitability.
Life Sciences
Armanino http://www.amllp.com/microsoft-dynamics • 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customer-defined folder hierarchy.
Maintenance Management
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure cru-cial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.
Manufacturing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!
Armanino http://www.amllp.com/microsoft-dynamics • 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
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 manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
56 SPRING 2015 | THEPARTNERCHANNEL.COM
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as compo-nents or finished goods. Gain 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).
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and docu-mentation within CRM. Your staff has visibility into all documents and data associated with accounts.
RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."
Scalable Data Systems http://www.scalable.com.au/products/commodity-procurement-for-manufacturing • 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manu-facturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.
Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain imple-mentations. Get a tier 1, omni-channel, global solution for the lowest cost on the market, backed by Sunrise Global Support.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
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.
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 trafficking.
KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitchTM is the media indus-try’s leading platform for transform-ing a generic CRM into a media sales powerhouse.
Non-Profit Organizations
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Oil and Gas
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
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.
mcaConnect http://ax4energy.com • 877-244-6980 AX4energy Oil & Gas Solutions AX4energy provides a package of soft-ware and services designed for Oilfield Services companies and Downstream/Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.
Pharmaceuticals
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
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.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, 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 for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
IND
UST
RY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 57
Corporate Services
http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to ac-curately run your business.
Software Manufacturers
FLS GmbH http://www.fastleansmart.com/uk+44-189-380-315
NEW: VISITOUR for MS Dyn CRMField service management for Dynamics CRM Online, 2015, 2013 & 2011. Including route optimization, drag’n’drop sched-uling, real-time status communication w/ mobile devices. Process driven for best user acceptance.
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS .
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online specifically for software companies.
Staffing/Recruiting
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Professional Services
JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Nexonia http://www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online specifically for professional service organizations.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Property Management
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
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.
Restaurant
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Retail
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources
and financial processes.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860 Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Integrated Store/Merch Planning• Ticket/item/employee detail• Corporate & Store level P&Ls• Inventory analytics/optimization • Product life-cycle management
Software
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
Nexonia http:// www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
58 SPRING 2015 | THEPARTNERCHANNEL.COM
IND
UST
RY
Transportation
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS .
Selective Software Inc. http://www.selectivesoftware.com421-369-0480
NEW: In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.
Warehouse Management
Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Beverage-Field-Supply Chain-Ship-WMS.
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.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© Flexibility from basic to advanced func-tionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
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 ExcelLink- export/import to CSV files.
Wholesale Trade: Durable Goods
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
Wholesale Trade: Non-durable Goods
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
“The List provides a fast and easy way for Microsoft Dynamics users to fi nd the perfect solutions to fi t their needs. All
the leading solutions are there in one place. Having access to The List on your mobile device makes fi nding what you
need easy no matter where you are—at the airport, in a meeting, or on the road.”
Karen TranChargeLogic
Learn why Karen with ChargeLogic likes The List:
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 59
Horizontal
Accounting
Encore Business Solutions http://www.encorebusiness.com 888-898-4330
NEW: ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seam-less extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customer-defined folder hierarchy.
Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online.
Affordable Care Act Reporting
AIM Technologies http://www.aim-technologies.com/acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive man-agement and reporting for compliance with the Affordable Care Act.
Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Analytics
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alter-nate 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 fly. Sort, filter & re-order columns easily. Sum groups of info fast.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Application Lifecycle Management
Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit Application lifecycle management for Dynamics CRM solutions and data.
Asset Maintenance/MRO/EAM
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
Automation
mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.
Backup & Recovery
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will backup your PCs and Servers across your entire organization.
Barcode Data Collection
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
MT Mobility http://www.mt-mobility.com 641-753-5999 ext. 151 MT Mobility Mobile WMS integrating iOS app & rugged iOS device to extend Dynamics.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An 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.
RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."
Budgeting
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One”Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.
Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intui-tive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down report-ing on GP transactions and eliminate Excel-based budgeting chaos.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customer-defined folder hierarchy.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860 Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs• Financial & Sales Planning • Procurement Planning• Trade Management• Secure input, consolidation, and Versioning; top-down/bottom-up
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
60 SPRING 2015 | THEPARTNERCHANNEL.COM
Business Intelligence
Client Strategy Group http://www.csgax.com • 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.
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Sunrise Technologies
http://www.sunriseconsult.com • 336-722-6741 Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action, empower-ing users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860 Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Dynamic Cubes (GL/Profit/&More)• Web-based Reporting• Dashboards• Admin Tools: Security/Scenarios/ Hierarchy/ & More
ZAP http://www.zapbi.com • 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' busi-ness intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.
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 & workflow 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, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-ax.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customer-defined folder hierarchy.
Check Printing
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 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
Collaboration Platform
Higher Logic http://www.higherlogic.com • 202-360-4402 Connected Community The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.
Commissions
EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion 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 "impos-sible" commission plans.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advance Commissions Adv Commissions is flexible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon pay-ment or periodically. It can be used in SO, Projects, AR & AP.
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 in-formation within them & keeping you within compliance mandates.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 61
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes. Gain from our experience!
Greenshades Software
http://www.greenshades.com/ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Cost Accounting
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.
Credit Card/Check Processing
Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Personal & Corporate Credit Cards, Currency, Reconciliation & Receipts.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfill PCI requirements.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 CRM Charge Our secure ePayment solution will simplify credit card and eCheck pro-cessing, reduce credit card fees & help fulfill PCI requirements for CRM online and on premise.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.
Customer Relationship Management
AbleBridge http://www.ablebridge.com/editable-crm-grid.htm • 877-600-2253
NEW: EditAble CRM Grid for Microsoft Dynamics CRM Top 10 ISV Solution. Transform CRM Forms and Views with inline editing, grouping, sorting, inline calculations and much more.
AbleBridge http://www.ablebridge.com/products-project-management.htm • 877-600-2253
NEW: Project Management for Microsoft Dynamics CRM Easy to use Project Management inte-grated with Microsoft Dynamics CRM.
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specific needs.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
mcaConnect http://mcaconnect.net • 866-622-0669 CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exemplified by multiple Microsoft Partner of the Year awards and numerous customer success stories.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and docu-mentation within CRM. Your staff has visibility into all documents and data associated with accounts.
Visionary Software
Consulting, Inc. http://crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM Easily configure dynamic CRM forms. More powerful than Business Rules.
Data Integration
Admiral Consulting Group http://www.admiral-west.com/solutions_activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alter-nate to GP Proj. Acctg.
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
62 SPRING 2015 | THEPARTNERCHANNEL.COM
Data Management
InsideView http://www.insideview.com/microsoft/the-list • 415-728-9363
NEW: InsideView Data for Microsoft Dynamics CRM Clean, append & maintain your CRM data with InsideView’s current, com-plete company & contact data. Do it automatically or with one-click sync.
Distribution
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Blue Horseshoe http://www.bhsolutions.com 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what’s new in the Supply Chain Suite for Dynamics AX.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
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, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Document Management/Azure Cloud/On Premise Invoice Capture & Approval, Accrual Reports, Intercompany, PO Matching.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
CuroGens, Inc. http://www.curogens.com • 317-815-8120 SharePoint Document Connector for Microsoft Dynamics® AX 2012 SharePoint Document Connector for Microsoft Dynamics® AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft Dynamics® AX 2012.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data cap-ture, workflow, and integration with Microsoft Dynamics ERP.
Esker Inc http://www.esker.com • 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.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.
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).
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices, HRdocs, POs & more. Automated docu-ment entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and docu-mentation within CRM. Your staff has visibility into all documents and data associated with accounts.
E-commerce
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 63
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.
Computer Pundits Corporation
http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.
Malibu Commerce http://www.malibucommerce.com 213-891-0630 M-Connect and Magento E-Commerce is cheaper and easier than you think by using Magento and M-Connect. With seamless NAV B2B and B2C integrations M-Connect and Magento provide customer self-service and streamline internal operations.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulfilling them through Dynamics GP.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
EDI
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.
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
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age 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 Cloud EDI solution, no transaction fees, 1000+ trading partners.
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & in-formation from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.
Lanham Associates® http://www.lanhamservices.com 678-999-3900
NEW: Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution. A true turn-key EDI solution.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replac-ing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Let Lanham be your one stop for EDI. Van, maps, managed services. We won’t lock you in. Full function, fair price. Lower cost of ownership.
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.
Scalable Data Systems http://www.scalable.com.au/products/electronic-document-interchange • 425-931-9972 EDI Streamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASN’s & Multi location.
Electronic Document Delivery (Email)/Faxing
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded ”not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy you’ll want to send us flowers.
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions
Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Expense Reports, Travel, Receipts, Credit Cards, Currency, Any Device.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
64 SPRING 2015 | THEPARTNERCHANNEL.COM
DynamicPoint http://www.dynamicpoint.com • 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 effectively 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 workflow solution.
Gorilla Expense
http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based ex-pense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.
Nexonia http://www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.
Field Service Management
FieldConnect, Inc.
http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect produces web-enabled tools for mobile field service automa-tion. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.
FieldOne Systems
http://www.fieldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of field service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.
FLS GmbH http://www.fastleansmart.com/uk+44-189-380-315
NEW: VISITOUR for MS Dyn CRMField service management for Dynamics CRM Online, 2015, 2013 & 2011. Including route optimization, drag’n’drop sched-uling, real-time status communication w/ mobile devices. Process driven for best user acceptance.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
Financial Services
ICAN Software Corporation http://www.icansoftware.com • 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 • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.
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 depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.
Alba Spectrum Corporation http://www.albaspectrum.com • 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 • 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicur-rency transactions to be included in GL Quick Journals.
Alba Spectrum Corporation http://www.albaspectrum.com • 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 Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.
Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP™ GP after the initial installation.
Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics.
Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.
HR Management
Corporate Renaissance
Group http://www.employee-performance.com 877-711-0367 emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX HR. Online performance reviews, 360° assessments, goal management, succession planning, pay-for-perfor-mance, reporting & social feedback.
Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.
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, budget-ing and managing FTE’s, and more!
JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 65
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Paychex http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.
Inter-company Processing
Corporate Renaissance Group http://www.crgroup.com/combiner 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.
mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.
Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.
Inventory Enhancement
Panatrack, Inc. http://www.panatrack.com • 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 accu-racy, minimize downtime. Now with ExcelLink- export/import to CSV files.
Inventory Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specific needs.
ASC Software http://www.ascsoftware.com • 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 efficiency 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 • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as compo-nents or finished goods. Gain control.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Invoicing Enhancement
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 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 effectively 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 & sub-scription based billings.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.
k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.
k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Credit Card Extension Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. 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 firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Labeling
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.
Manufacturing Enhancement
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile 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 offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
66 SPRING 2015 | THEPARTNERCHANNEL.COM
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. Import Items, MO's, Experlogix MO's
Mobility
ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Multi-Entity Management
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!
NAV and CRM Integration
FLS GmbH http://www.fastleansmart.com/uk+44-189-380-315
NEW: VISITOUR for MS Dyn CRMField service management for Dynamics CRM Online, 2015, 2013 & 2011. Including route optimization, drag’n’drop sched-uling, real-time status communication w/ mobile devices. Process driven for best user acceptance.
Occupational Health & Safety
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.
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 end-to-end. Intelligently recognize content within documents to automatically process, route, securely archive & ac-cess info directly from your Dynamics GP screens & via Web browser.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Invoice Automation/Azure Cloud/On Premise Invoice Capture & Approval, Intercompany, Currency, New Vendor Mgmt.
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 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 effectively automate, real-time management of invoice to payment processing.
Esker Inc http://www.esker.com • 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.
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 import-ing vendors, vouchers/credit memos, manual payments, and the apply info.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications 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 • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
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.
Greenshades Software
http://www.greenshades.com/ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 67
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-2s, managing complex payroll posting requirements/corrections, configuring overtime rules and more!
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.
JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.
Joesoftware Inc. http://www.joesoftware.com • 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 • 866-960-0001 PayStub Viewer A web-based app that provides em-ployees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off 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.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration 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 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.
Sypnio Software http://www.sypnio.com • 815-656-4000 Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of em-ployer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Portals
Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Web portal application platform for Dynamics CRM Online, 2013 & 2011.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.
Pricing
Flintfox International
Limited http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.
Procurement Management
Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.
DynamicPoint http://www.dynamicpoint.com • 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 effectively integrate and streamline the procurement process with Dynamics GP and NAV.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
Product Lifecycle Management
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Production Planning
Scalable Data Systems http://www.scalable.com.au/products/commodity-procurement-for-manufacturing 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.
Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.
Productivity
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard Audit your users and ensure they are productive in their work. Locate inef-ficiencies and take proactive steps to increase productivity.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rockton’s quick and easy google-style data search tool.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
68 SPRING 2015 | THEPARTNERCHANNEL.COM
Project Accounting
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total
hours or start/end times.
Purchase Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.
DynamicPoint http://www.dynamicpoint.com • 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 effectively integrate and streamline purchase requisition processing with Dynamics.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.
Quality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, 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 & sub-scription based billings.
ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ar_collections.aspx • 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 • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.
Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.
Stanley Stuart Yoffee &
Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/ar-collections-manager/ • 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash flow.
Stanley Stuart Yoffee &
Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.
Reconciliation
Gorilla Expense
http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.
Reporting
AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.
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 fly. Sort, filter & re-order columns easily. Sum groups of info fast.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 69
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy you’ll want to send us flowers .
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Royalty
Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.
Sales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable com-pensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commis-sion plans, and then quickly distribute reports by e-mail.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing 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.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Manage nearly every pricing situation you can think of, and a bunch you haven’t.
Security
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes. Gain from our experience!
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your business to better secure your users & network.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.
Shipping/Manifesting
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Seamlessly simple shipping built inside NAV. Ship from sales order thru manifest. Carriers, packing, labeling, intl, BOL, LTL. Automatic ASNs.
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS.
Supply Chain Management
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!
Arkieva http://www.arkieva.com • 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
70 SPRING 2015 | THEPARTNERCHANNEL.COM
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.
Blue Horseshoe http://www.bhsolutions.com 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what’s new in the Supply Chain Suite for Dynamics AX.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
HighJump Software
http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & in-formation from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS .
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inven-tory management. An easy to install solution with robust features.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
System Enhancement
AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modified 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 fly. Sort, filter & re-order columns easily. Sum groups of info fast.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 Expanded Master Information Easily add more user fields for Vendors, Customers, Employees, Inventory, & Projects.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ar_collections.aspx • 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.
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!
System and Network Management
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
Tax
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
Greenshades Software
http://www.greenshades.com/ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
Professional Business
Software, Inc. http://www.pbsisoftware.com • 940-648-2526
NEW: PBSISTConnect PBSISTConnect automates the sales tax computation and reporting process through a connection to CCH’s SaasCORE cloud offering. Computed tax amounts are brought back into SL. Automated tax returns are prepared by CCH.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
Time and Attendance
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
DATABASICS, Inc.
http://www.data-basics.com • 314-282-9561
NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/manager self-service for CAD payroll.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 71
JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration 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
http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.
Travel Expense Management
Gorilla Expense
http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.
Nexonia http:// www.nexonia.com • 800-291-4829
NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency.
Warranty and Claims Management
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.
Workflow / Notifications
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workflow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workflow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept offer
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
AvidXchange, Inc. http://www.avidxchange.com/landing/microsoftdynamics • 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.
Esker Inc http://www.esker.com • 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-LINC®, Powered By Integrity Data Workflow and notifications anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and docu-mentation within CRM. Your staff has visibility into all documents and data associated with accounts.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
72 SPRING 2015 | THEPARTNERCHANNEL.COM
.NET Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost effective 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 • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.
Application Service Provider/Hosting
MG Technology Group
http://www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.
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, customiza-tions, 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 “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program–YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.
Business Portal Development
DynamicPoint http://www.dynamicpoint.com • 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/the-list • 415-728-9363 InsideView for Microsoft Dynamics CRM Find and win more deals with InsideView market intelligence from 30,000 sources inside CRM– current, complete company and contact data, news, social feeds, and a comprehensive connections network.
Cloud Computing
Data Resolution, LLC
http://www.dataresolution.net • 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 12 years.
Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program–YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your cus-tomer, your brand, our infrastructure.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the first on demand web-based Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.
Custom Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost effective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers 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 • 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration 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
InsideView http://www.insideview.com/microsoft/the-list 415-728-9363
NEW: InsideView Data for Microsoft Dynamics CRM Clean, append & maintain your CRM data with InsideView’s current, com-plete company & contact data. Do it automatically or with one-click sync.
Dexterity Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.
ServicesSE
RV
ICES
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SPRING 2015 73
SERV
ICES
DexPros http://www.dexpros.com • 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 • 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 solu-tion or only certain components. We also offer a variety of customization and training services.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Implementation Services
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specific needs.
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting 15+ years of experience in implement-ing Dynamics Solutions.
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Managed Services
mcaConnect http://mcaconnect.net • 866-622-0669 Managed Services for AX mcaConnect customers utilize our industry experts to maximize resources and AX ROI. Our proactive and dis-ciplined approach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting.
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.
Manufacturing Implementation & Consulting
Accounting Software, Inc.
http://www.accountingsoftware.com 916-476-5462
NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.
Marketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.
Tornado Marketing, Inc.
http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.
Member Organizations
ERP Software Blog
http://www.groupbloggers.com • 888-800-0999 ERP Software Blog/CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads
OnDemand Trials
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
Partner Support Service
DFC Consultants, Ltd http://www.DFCconsultants.com 800-277-5561 Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.
Plumbline Consulting, LLC.
http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.
Project Management
Accounting Software, Inc.
http://www.accountingsoftware.com 916-476-5462
NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.
Sales Tax Management Service
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
SharePoint Development
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
Social Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
74 SPRING 2015 | THEPARTNERCHANNEL.COM
SER
VIC
ES Software Development
Consulting
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost effective 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 • 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.
Strategic Services
mcaConnect http://www.mcaconnect.net • 866-622-0669 mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. Offerings include: business transforma-tion, Lean/manufacturing excellence, and Strategic BI services.
Training
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interac-tion with FedEx, DHL and UPS .
Upgrades
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
CuroGens, Inc. http://www.curogens.com • 317-815-8120 Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX will estimate costs for your company to upgrade to the most recent version of Microsoft Dynamics® AX, including the latest cumulative update.
InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of services and upgrades since 1985.
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.
Search by keyword, or fi lter by Microsoft Dynamics product line, Industry, Horizontal or Service off erings with the new Mobile Version of The List!
Add it to your home screen from:
www.thelistmobile.com
The List Mobile
PROCESS Manufacturing
We offer process manufacturing solutions for clients who carry out batch manufacturing based on processes or formulas — allowing them to track ingredients, configure schedules and manage material requirements quickly and easily.
We’ve been working in process manufacturing for more than 30 years, and are now acknowledged leaders. Everything we offer is 100% developed and supported in the U.S., and continually improved based on experience and client feedback.
• We integrate with Microsoft Dynamics GP, SL, and NAV.• Clients can streamline and scale their operations, improve productivity and increase profits.
With our help, you can close deals that would otherwise be out of reach. And once the project starts, we’ll be there to support you with friendly, personalized support, around the clock.
If you have a sales opportunity in process manufacturing, we need to talk.
Visit vicinitymanufacturing.com or call (770) 421-2467 and let’s start working to get that client on board.
When it comes to
Food
Beverage
Paint
Chemical
Brewing
Distillery
Baking
Flavors
Pharmaceutical
Nutraceutical
Personal Care
Cosmetics
we need to be in the mix.
Visit vicinitymanufacturing.com or call (770) 421-2467 andlet’s start working to get that client on board.