5 Business Advantages for Subscription-Based Applications

Posted by Frank Gerome

Aug 1, 2017

1. Reduced Integration and Technology Costs

Companies must lower IT costs to lessen their overall spending. The current rule-of-thumb is that spending must decrease each year, posing a challenge to companies that must not only maintain existing IT systems, but also implement new technologies and approaches, such as subscription-based applications. Although a subscription solution requires new spending, it can substantially reduce other IT spending. Businesses are able to preserve cash while taking advantage of the power offered through the latest technology and software.

2. Faster Response to Internal Business Need

Most business technology is inflexible and difficult to adapt to business change. Just as the technology is deployed, there is a change in a customer requirement, a new product line which requires more characters for the part number, or 25 new  users need to be added. In each case, the existing system needs to be extensively modified, tested, and reimplemented. In a subscription-based environment, all that ‘heavy lifting’ is done for you – without disruption to your business. The solution can be easily modified, integrated, extended, or have new users added, thereby allowing you to focus on your business, not the technology.

3. Security and Regulatory Compliance

In today’s harsh business environment, being an executive or a board member of a company is not for the faint-of-heart. A whole raft of new laws and rules meant to protect the public, provide transparency in corporate management, facilitate government regulation, and smooth the interactions between businesses and their stakeholders will impact businesses for decades to come. Laws such as Sarbanes-Oxley, the PATRIOT Act, Basel II, the California Privacy Act, Graham-Leach-Bliley, and Health Insurance Portability and Accountability Act (HIPAA) require that business managers take full responsibility for their actions and secure their information and systems like never before. Subscription-based applications are hosted in secure environments that meet most, if not all of the information security requirements, required by law. Businesses don’t have to spend dollars locking down their traditional in-house systems to meet such requirements.

4. User Empowerment

Many users will find themselves participating in one or more business processes that they have no control over. Subscription-based applications allow for ‘application portability’ that follows the user to whatever role they may take. Functionality which was traditionally only offered to the ‘knowledge worker’ can now be made available to others to increase productivity and lower business costs. No need for costly infrastructure. Simply add another user subscription and off you go! Financial and productivity tools are now available to more people than ever, allowing your employees to get their jobs done faster and better than ever before.

5. Competitive Advantage

At a fundamental level, one basic business problem affects all of the rest. That problem is “inflexibility.” Basically, if companies are flexible enough, they can solve most business problems, since few problems are beyond the reach of the flexible company. With flexibility, companies can adjust offerings to changes in customer demand, build new products and services quickly and efficiently, and optimize their people’s talents to maximize productivity- providing the best possible direction for the future. Fundamentally, flexibility is the key to every organization’s profitability, longevity, and success. The most important aspect of the competitive advantage is the ability to meet the demanding needs of the market faster than the competition. Companies that improve their business often outdistance the competition as they use change to their advantage. Strategic advantages — those that distinguish one company’s value proposition from another’s — can be far more durable than tactical advantages, such as better responsiveness to change.
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Focus on Business, Not HR and Payroll.

Posted by Frank Gerome

Jul 31, 2017

One of the great benefits about SMB Suite is our integrated HR services.  For a lot of businesses, managing the overhead of full-service HR is just cost-prohibitive.  At the same time, failing to provide the correct HR resources can lead to unhappy employees and even legal liability.  Our SMB-HR module is designed to be 100% managed by Insperity, the industry’s leading PEO.  By outsourcing these responsibilities your small business can potentially save a lot of money and time.  But don’t assume that all PEO’s are the same.  Spending too much time on your employee-related tasks and not enough time on revenue-generating duties could be hurting your business more than you think.
With a Professional Employer Organization (PEO), an outsourced HR service, you can turn over many of your business’s time-consuming HR tasks to a dedicated team of HR specialists, so that you can focus on your more profitable responsibilities. Moreover, when you sign on with a PEO, much of the risk and responsibility of employee administration and government compliance is transferred to the PEO.
Here are five ways a PEO can help resolve some of your most frustrating HR struggles.

1. Offer more comprehensive benefits for less
Benefits, such as medical insurance and retirement plans, are commonly a major incentive for job candidates. Unfortunately, since small businesses employ a smaller number of individuals, providers make less money than they do with the big guys. As a result, many providers won’t provide benefits to your small businesses simply because it’s less profitable for them. And if they do, typically, the cost is too much for your small business to bear.
As a PEO client, your employees become the employees of the PEO and its other clients. As one large unit, your PEO has greater buying power with benefit providers. Therefore it’s able to offer your business less expensive and more comprehensive health care and benefits coverage than you’d be able to get on your own.

2. Alleviate administrative overload
Fielding tasks such as payroll processing, writing job descriptions and coordinating benefit packages regularly require undivided attention. All the while, other critical tasks related to the managing and developing your business are put on hold.
For this reason, many small businesses find that handling all the administrative duties in-house can stunt the growth of your business, leaving it stagnant.
With a PEO, you no longer have to take time away from your business to administer, manage and organize employee paperwork. Your HR specialists will take care of most of that for you. So you can spend more time and money on core business activities.

3. Recieve at-the-ready HR guidance
Whether it’s firing an employee or addressing a sexual harassment claim, handling employee-related situations can be very touchy. One wrong move and you could find yourself tangled up in a lawsuit that could ultimately destroy your business.
PEOs employ human resource specialists who know the ins and outs of the industry and stay up-to-date on best practices. When you sign on with a PEO, these HR specialists are at your disposal to answer questions and provide assistance when issues arise in your workplace, so you never have to go it alone.

4. Ensure government compliannce
As an employer, you must always keep up to date with the changes made to labor laws and regulations. Not only is this an extremely time-consuming task, but for someone not well-versed in law, trying to make sense of the legal mumbo-jumbo can be frustrating.
A PEO will keep a close eye on your business and make sure it’s complying with both state and federal regulations at all times. Should something be out of kilter, your PEO will give you a heads up and help get things back on track.

5. Recruit and retain good employees
Creating a happy and healthy work environment is essential to maintaining a productive workforce. But many times, small businesses don’t know how to make their company a more appealing place to work.
These days, job-seekers often value a company’s benefit packages as much as the potential salary. And as we mentioned earlier, when you join a PEO, offering these benefits is much more doable.
Also, the HR specialists that work for the PEO can help you implement some extra perks that can help to attract higher caliber candidates. From setting up a paid time off program to improving your compensation structure, they will help you make your business a more sought-after place to work.

The Take-away
While researching PEOs, determine what your business’s greatest needs are when dealing with employees. Is your greatest challenge finding talent, managing benefits, risk management, or dealing with HR problems? Asking yourself these questions, while assessing your greatest challenges, can help you come to the best decision.
Dedicate more of your time and resources to your moneymaking responsibilities. Learn how SMB-HR can relieve you of your tedious administrative tasks and remove the burden of your daily HR headaches.
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What You Need to Know About SMB Intelligence

Posted by Frank Gerome

Jul 27, 2017

Advantages of SMB Intelligence Reporting for MS CRM
Just like SMB Intelligence has an extensive, live integration to every Microsoft Dynamics ERP system, it also has a major, live integration to the MS CRM database. This gives you several benefits:
  • Flexible, user-friendly Excel-based report writer for your CRM data
  • Run reports on demand from Excel, web or auto-distribute reports by e-mail
  • Any entries in MS CRM are immediately available in SMB Intelligence reports with no delaying transfer to OLAP cubes or external systems
  • Install SMB Intelligence, download pre-built CRM report templates and in less than 5 minutes start seeing your CRM data in ways you have never been able to before
  • Integration is out-of-the-box, plus there is an interface to add custom CRM fields should that be needed.
  • Pre-joined tables across CRM (e.g. Owner, Account, etc.)
  • Pre-defined period logic (CRM date fields linked to weeks/months/etc. for easy reporting on e.g. trends, month-to-date, year-to-date, etc.)
  • Get increased visibility and control of your CRM data and at the same time watch the sales team quickly become motivated to capture updated data in CRM due to vastly improved reporting output
  • See the screenshots later in this document to get an idea of reporting capabilities, including charting, traffic lights, narrative reports and more

SMB Intelligence Integration to MS CRM

SMB Intelligence currently is delivered with out-of-the box integration to the following CRM modules:
  • Accounts
  • Contacts
  • Opportunities
  • Leads
  • Campaigns
  • Competitors
  • Products
  • Quotes
  • Sales Orders


Frequently Asked Questions about the MS CRM Integration:

Question Answer
Which modules in MS CRM are available in the integration?
  • Accounts
  • Contacts
  • Opportunity
  • Lead
  • Campaign
  • Service
What about custom fields in MS CRM, how do you integrate them? More modules can be added based on demand.
The SMB Intelligence Integration Customization interface provides access to add custom tables, fields and views in CRM.
How fast will it download data from MS CRM? You have two options for this:

1) Insert a SQL view in the other data source (e.g. in your ERP system if it is integrated to SMB Intelligence) or in CRM pointing to the other data source.

2) Populate the SMB Intelligence data warehouse with both CRM and the other data source (e.g. actual sales, general ledger data, payroll data, etc.) and then use SMB Intelligence Reporting on the data warehouse.
Can SMB Intelligence also be hosted like MS CRM? Yes, but there is no need.  With our Cloud Solution you get all of the benefits of on-prem and Cloud in One!
Is SMB Intelligence available on SaaS pricing? Yes, SMB Intelligence like all of our product offerings are available on an affordable monthly subscription!
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Will Your Data Be Safe in the Cloud? Part 4, 5 and 6

Posted by Frank Gerome

Jul 14, 2017

We decided to write the previous two blogs and the current to address concerns across the net on whether the cloud was a safe environment for your business’ accounting and reporting as well as customer management processes and data. Though reading this information seems a bit textbook, it’s important to spell out why we’ve invested our whole business model in the cloud–we believe in its safety and want to share Cloud ERP and CRM, as well as eCommerce affordability with our clients.  The last three items on SMB Suite’s data center security list deal with everything from the physical environment, speed and capacity, to certifications. We consider each item as important as the last three and hope that the blogs on our data center have thoroughly explained why our cloud environment is state of the art.


All facilities have a minimum of n+1 redundancy on the data center floor and electrical room. This level of redundancy means that every data center needs a minimum number of Heating Ventilation Air Conditioning (HVAC) units of “n” units. SMB Suite has an additional unit (n+1) to ensure constant temperature and humidity levels. The HVAC units are backed up on generator power. SMB Suite “down flow” HVAC systems ensure facilities operate between 68-72 degrees Fahrenheit and 45-55 percent relative humidity. Air filtration levels are maintained at 90-95%.

Network Infrastructure

SMB Suite’s network speed and capacity eliminate bandwidth traffic jams and roadblocks to assure high volume, instantaneous response for hosted applications.  By using multiple Tier 1 telecom providers and direct Internet connections, we bypass transit networks and shorten the network path between our hosted infrastructure and your location. The result is lower latency, maximum speed and unsurpassed reliability.  Network features include a fully redundant network architecture with no single points of failure, industry-leading network bandwidth capacity of 120+ gigabits/second, multiple layers of network security, centralized network monitoring in the Network Operations Center (NOC) and multiple concurrent, high-capacity Tier 1 bandwidth providers Bandwidth Providers utilized include AT&T, AboveNet, NTT, Savvis, Global Crossing, Level 3 and Time Warner Telecom.

SAS 70 Type II Certification

The SMB Suite Data Center located in Dallas has been certified by an independent auditor to be SAS 70 Type II compliant. By devoting substantial time and resources to a SAS 70 audit, The Planet assures you that our data center facilities meet the highest standards in guaranteeing the safety and security of your information technology.

Again, where do you go to discover more about SMB Suite’s world of ERP/CRM/eCommerce in the cloud? Visit our website. As the only Microsoft partner with a full Solution Subscription with no upfront fee, your business will save. Stop by the site,, check out our Dynamics GP, CRM, and Ecommerce solutions. If you need more info, fill out a form, one of our solutions specialists will get back to you!
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Will Your Data Be Safe in the Cloud? Part 2 and 3 of 6

Posted by Frank Gerome

Jul 13, 2017

The next two items on our list have a physical nature. Fire and physical threat are very important to protect against and we at SMB Suite monitor both as closely as any other component in our data center. Though one thing stands out and that’s the ability to suppress our sprinkler system until we know a fire threat is real.

Fire Suppression
SMB Suite utilizes a pre-action fire suppression system that holds water outside of the equipment area until an actual fire is verified. This suppression system ensures that if a sprinkler head is accidentally damaged, water will not drain into the equipment area. Fire conditions are monitored by a combination of heat and smoke sensors. Heat sensors are located above and below the ceiling tile surface as well as above and below the raised floor surface to detect fire conditions in all equipment room spaces. The fire suppression system can be activated only when multiple inputs confirm the existence of a fire on the premises.

Physical Security
Access to the Data Center is protected 24 hours a day. In order to gain entry into the data center all guests must pass through two-factor authentication barriers. A Northern Proximity security badge is required for entry/exit on all data center doors in the facility. Shifts patrol the data center and facility area regularly, and motion-sensitive cameras throughout the facilities track all data center activity. Okay, normal protection, right? True. But it’s the combination of all the factors in our security that create a safe environment for your data. We have a few more to come. Stay tuned. Also visit us at for more information on our business accounting and reporting software cloud technology.
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Will Your Data Be Safe in the Cloud? Part 1 of 6

Posted by Frank Gerome

Jul 12, 2017

The answer is yes! However, just in case you need a little more than my “word”. I’ve put together 6 points on how we, at SMB Suite, safeguard your data in our cloud solution. It’s a great deal of information but your data deserves attention to detail. So, I am going to submit the info in 6 blogs over the coming weeks.

Here’s the skoop: The backbone of our ASP infrastructure is our state-of-the-art cloud facility.  At the Data Center, SMB Suite integrates “Best of Breed” technologies from Citrix, HP, DELL and Microsoft to run and support your applications, at secure and optimal performance levels.  In order to insure security and business continuity, SMB Suite uses only the most advanced methods and products at the SMB Suite Data Center.


SMB Suite provides uninterrupted, redundant power circuits to our equipment cabinets within the Data Center through an Uninterrupted Power Supply (UPS) that takes raw power from a utility to control, modulates, and supplies it to individual servers. (See diagram) The UPS prevents power surges or local brown outs from affecting server performance.

Power typically flows from the local utility to our UPS system to power our servers and the building’s lighting, heating, ventilation and air conditioning systems. In the unlikely event that the local utility power supply is disrupted, our N+1 generator architecture assures that backup generators kick in automatically.

Once the power transfer switches sense a decline in power from the local utility, they automatically signal diesel-powered generators to start up and switch power flow to the generators. In the few seconds between the decline in power from the utility and switch over to our backup generators, our UPS units are supplied with power through a battery system that ensures the power supply to servers is uninterrupted.

Should any generator fail, we have additional backup generators that kick in automatically to keep power supplies flowing. And if by any chance there is an extended power outage, on-site diesel generators can run indefinitely. Servers are fed by multiple uninterruptible power supply (UPS) units with redundant and instant failover coverage should any single UPS unit fail.
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What ERP Software Can Do for Small and Medium Businesses and How Cloud ERP Can Return Greater ROI

Posted by Frank Gerome

Jun 22, 2017

ERP software offers many advantages for small and medium businesses including greater agility, competitive edge and improved operational efficiency. Move your ERP to the cloud and it becomes more advantageous for small and medium businesses as it empowers them to better compete and achieve greater ROI.

If you’re a business just starting to research ERP, it might be good to start with the history of ERP Software and how the technology evolved.

ERP had its early beginnings from MRP or Materials Requirement Planning, which integrated additional data specific to employee and financial information into the scope and planning. It then changed to Manufacturing Resource Planning primarily due to industry interest before it morphed into what we know today as ERP – a solution that streamlines internal and external operational processes to improve efficiency and profitability across the entire business.

Enter cloud technologies, specifically Cloud ERP, and now a company has the ability to achieve greater ROI by improving operational efficiency, being more competitive in the market and proactively planning for their growth and greater profitability. For small and medium businesses, Cloud ERP may be a more viable solution, delivering greater ROI.

Improved Operational Efficiency
It’s widely known that ERP Software is designed to increase visibility and transparency across every department. And that certain industries will have specific initiatives relevant to industry drivers. Move to the Cloud and you now have your ERP on demand creating access to services from anywhere the internet is available. This allows for greater collaboration between employees, regardless of where they are located, improved visibility and a clearer picture of financials across multiple departments. And having the ability to act quickly to business opportunities as they arise will only improve overall performance and agility.

Be More Competitive
An additional benefit associated with ERP Software is the capacity for a company to gain greater competitive advantage and remain resilient. To be exact, a company’s ability to meet the demanding needs of the market faster than the competition, distinguish their value proposition from the rest and remain ahead of the competition. Many believe this is the single most important aspect of staying competitive. Cloud ERP adds further to the value proposition by bringing fluidity to the business – allowing an organization to adopt new technology without disrupting business or having to add additional resources while adding the ability to better manage cash flow. This is especially important for small and medium business owners that can benefit from:

  • No upfront monetary investment
  • Moving CAPEX expense to OPEX
  • Locking in a price structure that fits their budget

Proactively Plan for Growth and Prosperity
The ability to plan for growth and prosperity may be the most highly regarded ERP benefit of all as companies have the opportunity to modify strategy for cost control, forecast for the short and long term, plan for the future and be in control of their own prosperity. Cloud ERP takes it a step further by adding “scalable” options when you need and in a pay as you go model; utilizing smart technology to better manage operational capability; integrating the cloud footprint (across every department) to deliver innovative best practices; and taking the first step to alter your financial model in a positive way.

Now that you know what ERP Software can offer and the advantages of Cloud ERP, evaluate the best option for your company. By better understanding the internal details of your business, you will have more proactive options to improve the bottom line, plan your technology infrastructure and invest in the right resources to grow.

For more information on ERP in the cloud, visit

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Dynamics GP Only For Big Organizations?

Posted by Frank Gerome

Jun 13, 2017

Well, it probably depends on your definition of “big.” Microsoft defines its mid-market as
companies with revenues of $5 to $500 million. $500 million is big, but Microsoft has a pretty hefty range at work.  The bottom line is, there are a lot of $5 million companies running Microsoft Dynamics GP,  and depending on what your business objectives are, the savings in a cloud environment mean much smaller organizations find that GP often has a niche to meet their needs. In fact, a good number of our newest accounts at SMB Suite have been smaller organizations jumping up from Quickbooks.

Whether or not GP is a fit for you also depends on your budget. If you have $600 to spend on software, go with QuickBooks. Microsoft Dynamics GP is not for you. But if you’re willing to consider the real cost of software that no longer meets your business needs, you might come to the realization that $600 is just money wasted if QuickBooks falls short of your requirements.

Here’s an analogy that I just made up on the spur of the moment. Once upon a time, you had only
1 sales rep working for your company. And your phone system had only 1 outbound line. Most of
the time that sufficed. Now there are 4 sales reps working for your company and you still only
have one outbound line. So sure, you can say you have a phone and it doesn’t cost a lot of
money, but at any given time you have 3 sales reps sitting around doing nothing as they wait for a
phone line to free up. It’s pretty obvious from my rather silly example here that this would not be a good business practice.

Can you really afford to have 3 sales reps twiddling their thumbs? What’s the cost to you in lost
business? Are you in the business of paying people to do nothing? And do you doubt that my analogy holds water? Let’s look at software now. Once upon a time, you were a one-person shop. You bought QuickBooks. Maybe it was even recommended to you by your accountant. It was really, really cheap and easy to use, too. A good deal.

Now you’re a 10 person company. There’s you (the owner), your son or daughter who just joined
the business, 4 sales reps, a marketing manager, office manager, bookkeeper, and a customer
service rep. Your accounting needs have grown beyond the basics that QuickBooks provides.
Your business is more complex. Maybe you should look at QuickBooks Enterprise. But (and hey,
you had to know there would be a “but”) you’re also continuing to grow. You’re moving into new
markets. Your transaction volume has tripled in the last 5 years. How much longer will an edition
of QuickBooks meet your needs?

So do you spend money moving to QuickBooks Enterprise now only to find out in a year or two
that you’ve outgrown that, too?

It’s time to move up to the next level altogether. Do you actually know what a one or two user
Microsoft Dynamics GP system costs, or have you just heard rumors? And a better question might
be, do you know how much you GET when you purchase Dynamics GP? That’s an easy question.

Here’s a list of all the modules that some with Dynamics GP right out of the box:

  • Analytical Accounting
  • Bank Reconciliation
  • Country-Specific Functionality
  • Encumbrance Management
  • Fixed Asset Management
  • General Ledger with AFA
  • Intercompany Processing
  • Inventory Management
  • Landed Cost
  • Microsoft FRx
  • Multicurrency Management
  • Office Excel-Based Reports
  • Office Smart Tags
  • Payables Management
  • Purchase Order Processing
  • Receivables Management
  • Reminders
  • Report Writer
  • Safe Pay
  • Sales Order Processing with Advanced Invoicing
  • Security Management
  • SmartLists
  • SQL Server Reporting Services Reports

For well over 25 years Microsoft Dynamics solutions have delivered the functionality to help over
500,000 businesses worldwide. Dynamics GP has over twice the functionality of QuickBooks
Enterprise and is fully integrated with the tools you already rely on for business intelligence –
Microsoft Office. Microsoft Dynamics gives your business the ability to tailor the system to fit your needs and to design the solution to scale with your business as you grow. All of this comes at an affordable price.

Furthermore Microsoft Dynamics has the tools in place to help those businesses transition from
QuickBooks to Dynamics GP quickly and cost effectively allowing you to focus on your business
and not your business systems.

We’ve worked with firms who have gotten up and running on Dynamics GP from QuickBooks in a few short days using the rapid implementation tools designed specifically for moving from QuickBooks to Dynamics GP. Your business will have the tools that will allow you access to information quicker for critical business decisions along with more than 700 reports for better insight into key metrics.

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Top 5 Reasons to Use SMB Suite for Your Business

Posted by Frank Gerome

Jun 9, 2017

SMB Suite is the industry’s first fully integrated cloud subscription-solution for accounting, productivity, collaboration, and Ecommerce designed with your business in mind.  Here are the top five reasons why you to use SMB Suite to exceed your business needs.

  1. Integration: We use Microsoft applications as the backbone of our cloud-based business engine.  You get all the capabilities of Microsoft Dynamics ERP, CRM, Office, SharePoint, Live Meeting, Email, and web-based eCommerce in one easy, safe, and affordable subscription solution.
  2. Efficiency: We provide an engine to run core business processes in one clean, simple software suite that grows with you.  This allows you to become faster and more efficient completing tasks. The setup process for our cloud based services is very quick allowing for little downtime.
  3. Profitability: Our business engine delivers industry workflows as a blueprint for how to run a company more efficiently and profitably.  We want to help your business be as successful as possible.
  4. Flexibility: We realize no two businesses have exactly the same needs, therefore we allow you to personalize your software to fit your needs.  The amount of flexibility available to you saves both time and money.  As your business grows and your needs change, we grow and change right along with you, allowing you to add what you need, when you need it.
  5. Collaboration:  Our software allows easy collaboration between employees and customers.  We also work with you to find the best solutions for your business.  We’re here whenever you need us.

This only begins to describe the advantages we can offer your small to medium sized business.  SMB Suite scales with your business, removes the friction of technology transitions, and fits right into your budget by offering a wide range of fixed, monthly fees with no technology investment required.  Visit our site and start letting our software solutions work for you today:

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Dynamics GP And Advanced Reporting

Posted by Frank Gerome

Jun 6, 2017

Many insurance businesses, government contractors and other organizations with complex reporting needs find their cloud ERP home with SMB Suite because of our flexible integration options and the superior customizaton of Dynamics GP. Here’s an example from
and insurance agency that couldn’t manage itself effectively any longer on Quickbooks.

As an insurance agency, they had unique reporting requirements and had to report on a statutory
basis instead of an accrual basis. With QuickBooks, they had to jump through a lot of manual
hoops to make the reporting fit their needs and even then they felt it couldn’t be 100% trusted.
They knew manual processes increased the risk greatly for entry errors.
They also didn’t have the ability do detailed budgets in QuickBooks because the tracking
capabilities didn’t go deep enough. This meant budget allocations were extremely difficult to
manage because they couldn’t see what department needed funds and/or resources at any given
time, making room for a lot of financial miscommunication throughout their organization. In
QuickBooks, they never really had an audit trail because changes weren’t tracked appropriately.
When someone made an adjustment, there was no tracking of who did it, when they changed it, or even why they made that change. In addition to compliance risk, this escalated confusion across the company.

One of the biggest pains they experienced was in accounts payable. They have many vendors
they work with across multiple states that require unique tax code requirements and more.
QuickBooks didn’t allow them to consolidate vendors, so each time they had to send a check, they had to create a new account. This greatly limited their ability to track payments because they had so many that went out on a regular basis.

These growing pains were essentially time bombs ready to go off if an audit team showed up.
Luckily, our experienced consulting team and Microsoft Dynamics® GP was able to help them out
of this bind with a number of enhanced financial and reporting functionalities:

Unique Reporting: With Management Reporter in Microsoft Dynamics GP, they now have
access to the reporting they need. They can have separate general ledgers that helps create
statutory reports versus the normal accrual reporting. They can also see segmented financial
statements so if they need reports for multiple departments, they can produce a consolidated
statement and drill down into individual departments. It’s set up similar to a reporting tree and
really helps our client gain insight into their business finances to make better decisions as well
as proactively resolve issues before they even start.

Advanced Budgeting: Because of this detailed reporting, they can monitor their current
expenses against their revenue to determine whether they’re going over budget in a
particular department or have an excess of money that can be leveraged elsewhere. These
reporting trees have allowed our client to do proper allocations across departments so
departments are now funded appropriately. Microsoft Dynamics GP also gives them the
flexibility to do multiple budget versions so they’re never really restricted by their accounting

Tracking: Our client now has complete audit control of their General Ledger. In Microsoft
Dynamics GP, they can make an adjusting journal entry and have complete tracking of who
made the change, when it was altered, and the reason behind it. These tighter audit controls
Insurance Agency Switches from QuickBooks to Microsoft Dynamics GP for Stronger included
in Microsoft Dynamics GP make their accounting system more secure so they can be
confident in their records.

Multiple Vendor Locations: Our client can now manage their accounts payable much more
efficiently and their vendors get paid on time. Accounts Payable in Microsoft Dynamics GP
allows them to consolidate their vendors. If one vendor has multiple addresses, they can
create it under the same master account, making reporting much more accurate and easier to
manage. At any given time, they can see where the payment is based on a payment ID. This
efficiency as greatly improved their cash flow as they can now strategically plan and schedule
payments to meet the needs of their vendors as well as their cash flow needs. Being in more control has increased their trust factor greatly in their new accounting solution, and
Microsoft Dynamics GP continues to see them through their unique financial management needs.
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