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Need to know who entered a payables invoice in Dynamics GP?

Posted by Hope Ritson

Mar 4, 2019

If you have ever needed to supply documentation showing who entered a payables invoice in Dynamics GP, you know the frustration that the data in the open and history payables transactions tables updates this information to be the user who issued or applied a payment to the invoice.  You can join to the payables keys master table to obtain this information with the script below. 

  

select a.VCHRNMBR as VoucherNumber, a.VENDORID as VendorID, case a.DOCTYPE

 

     when 1 then 'Invoice'

 

     when 2 then 'Finance Charge'

 

     when 3 then 'Misc Charge'

 

     when 4 then 'Return'

 

     when 5 then 'Credit Memo'

 

     when 6 then 'Payment'

 

     end Document_Type,

 

a.DOCDATE as DocumentDate, a.DOCNUMBR as DocumentNumber, a.BACHNUMB as BatchNumber,

 

        case a.VOIDED

 

     when 0 then 'No'

 

     when 1 then 'Yes'

 

     end Voided,

 

a.POSTEDDT as DatePosted, a.PTDUSRID as PostedUser, a.MODIFDT as DateModified, a.MDFUSRID as ModifiedUser,

 

a.DOCAMNT as DocumentAmount,

 

a.PSTGDATE as GLPostingDate, z.USERID as OriginalUser

 

from PM20000 as a

 

join PM00400 as z

 

       on a.VCHRNMBR = z.CNTRLNUM

 

              and a.DOCTYPE = z.DOCTYPE

 

where a.PSTGDATE between '1/01/2018' and '12/30/2018'

 

and a.DOCTYPE <> 6

 

 

 

union

 

 

 

select a.VCHRNMBR as VoucherNumber, a.VENDORID as VendorID, case a.DOCTYPE

 

     when 1 then 'Invoice'

 

     when 2 then 'Finance Charge'

 

     when 3 then 'Misc Charge'

 

     when 4 then 'Return'

 

     when 5 then 'Credit Memo'

 

     when 6 then 'Payment'

 

     end Document_Type,

 

a.DOCDATE as DocumentDate, a.DOCNUMBR as DocumentNumber, a.BACHNUMB as BatchNumber,

 

        case a.VOIDED

 

     when 0 then 'No'

 

     when 1 then 'Yes'

 

     end Voided,

 

a.POSTEDDT as DatePosted, a.PTDUSRID as PostedUser, a.MODIFDT as DateModified, a.MDFUSRID as ModifiedUser,

 

a.DOCAMNT as DocumentAmount, a.PSTGDATE as GLPostingDate, z.USERID as OriginalUser

 

from PM30200 as a

 

join PM00400 as z

 

       on a.VCHRNMBR = z.CNTRLNUM

 

              and a.DOCTYPE = z.DOCTYPE

 

where a.PSTGDATE between '1/01/2018' and '12/30/2018'

 

and a.DOCTYPE <> 6


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Topics: cloud ERP, financial accounting, Microsoft Dynamics GP, business software

The Evolution of ERP Solutions: From In-House To Cloud-Hosted, Part 2

Posted by Brian Radford

Feb 26, 2015

177403076Traditional on-premise ERP solutions, as discussed in our previous post, are fast becoming obsolete. They're still being used by many small and mid-sized companies, but it's unrealistic for smart, strategic business executives to continue overlooking the huge functionality gaps in the on-premise model.

The next stage in the evolution of ERP is the hosted approach. Hosted ERP software is a popular and attractive option: Young SMBs build new business management solutions from scratch, and well-developed businesses overhaul their current systems to be more flexible, functional and accessible. Here's what a hosted ERP system looks like:

Hardware

Unlike on-premise delivery of ERP software, the hosted approach eliminates the need to purchase hardware. Your software provider is responsible for buying all of the equipment needed to build a strong infrastructure.

Equipment Maintenance

Hosted ERP software takes the responsibility of equipment repair and maintenance off of your already-full plate. You're not shackled by break/fix solutions, and you're not hindered by the cost of emergency repair. You simply reap the benefits of a consistently updated, diligently maintained infrastructure.

Software

Like on-premise enterprise software, hosted ERP requires that you purchase a license upfront.

Upgrades, Updates And Maintenance

Since you're paying for the license, you essentially own the software. That means the cost and installation of all necessary updates, upgrades and fixes is your responsibility. The continuing functionality, security and efficacy of your business management system rely on consistent upgrading.

Like traditional ERP software, hosted ERP maintenance is part of an annual enhancement fee. You pay your software vendor to keep the ERP system bug-free and to make sure you're working with the most up-to-date versions of the software.

Delivery

Aside from location, hosted ERP implementation is similar to that of on-premise models. You pay for an implementation package upfront, and are billed for out-of-scope services as they're rendered. It costs much less time and money to set up a hosted ERP system, and the productivity downtime you endure is significantly reduced. Still, it's a cost that fluctuates too wildly to be accurately predicted for budgeting purposes; this unpredictability makes hosted ERP implementation worrisome for businesses with tight budgets.

Security

Since you're not housing the servers, you don't have to worry much about the security of hosted ERP software. As part of your subscription fee, you're given the peace of mind of a secure, protected business management system. Datacenters have access to better security measures than average office buildings do, and the impacts of natural disasters, power outages and break-ins are minimal.

Data And Server Backup

Hosted ERP servers are maintained by your software vendor, so you don't need to worry about server backups. Data backup, on the other hand, is entirely your responsibility. The onus is on you to keep your critical business information private.

Support

While hosted ERP software gives you the freedom of a provider-maintained system, you're still charged for customer support. Configuration, training and troubleshooting are all available, but for extra charges. Like traditional on-premise models, the complexity and frequency of your support needs determines the impact customer service has on your budget.

Hosted ERP software is indeed a more functional approach than traditional on-premise solutions. But even hosted ERP is a difficult and often unpredictable cost for most businesses. Stay tuned for Part 3 of this series, where we explore the last phase in the evolution of enterprise software: SaaS ERP.

Want to learn more about the advantages of hosted ERP software solutions?  Download our free guide, An Insider’s Guide To The Best Cloud-Based ERP Software.

Download: An Insider's Guide to The Best Cloud-Based ERP Software

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Topics: business software, business management solutions, erp software

7 Ways To Streamline Business Accounting With Cloud-Based Software

Posted by Brian Radford

Feb 19, 2015

On a day-to-day basis, small- and medium-sized businesses (SMBs) struggle with so many things. They don’t have nearly as much manpower as necessary, cash flow is almost always fluctuating, the competition is stiff and forecasting anything seems impossible.
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While there are an infinite number of ways to alleviate these pains, streamlining accounting is one of the best. Armed with the right tools, SMBs save time and money, gain actionable insights into the company and move the business forward. The best tool to streamline your accounting is cloud-based financial accounting software.

Here are seven great ways that such tools help your company overcome these day-to-day struggles and succeed:

  1. Reduce Your Manual Tasks
    Financial accounting software streamlines business accounting by avoiding multiple data entry. A survey of accounts payable (AP) professionals reports that less than 17 percent of businesses embrace fully automated systems. The more your accounting software is able to automate repetitive tasks, the fewer the manual tasks your employees need to complete. This cuts down on billing errors, mistakes and overpayments.

  2. Boost Disaster Recovery Efforts
    Using spreadsheets or QuickBooks is dangerous in the event of a disaster. However, if your financial accounting software is cloud based, it’s backed up at least once a day. Remember, even if your on-premises system is programmed for backups, the data is still located in the same place as your office, which presents an issue if your building gets flooded or burns down.

  3. Reduce Silos
    It’s common for SMBs to struggle with siloed information. As the business grows, the company buys new systems to solve problems. Unfortunately, many of these systems were not built to work together or easily share information. These silos become problematic because the ability for a company to work off one set of numbers — rather than a set of numbers from one department and another set of numbers from another department — gives managers the confidence to make sound decisions. In other words, they won’t have to worry that they’re working off the wrong set of numbers. Financial accounting software is powerful enough to work with all systems to improve efficiencies, reduce errors and streamline processes.

  4. Integrate With Your Other Programs
    Integration is how financial accounting software is able to reduce silos. Integration also saves the company time because accountants don’t have to work long hours maintaining the integrity of several different financial systems. They update one figure in one location and all systems are updated in that moment. This provides one source of data for all business uses. 


  5. Eliminate IT Worries
    SMBs have limited IT staff. When those few people — or that single person — spend precious time keeping the lights on rather than figuring out ways to make the company more revenue, the company loses. However, cloud-based financial accounting software is already maintained by the vendor’s IT staff. In other words, service pack applications and patches, virus protection, data management and application upgrades are all included in your cloud subscription costs. That means that employees focus more on the core competency of the business rather than stressing about the next software upgrade.

  6. Ensure Proper Audit Trails
    Tracking changes was never so easy. When someone changes information anywhere in the system, the software tracks it. If something harmful happens, it’s simple to restore an earlier version of a document or determine how the mistake happened.

  7. Run Great Reports
    Using high-quality reporting tools is one of the best ways that financial software helps businesses move forward. Armed with business intelligence and actionable data, SMBs have the power to know where the company stands at all times. It’s simple to make course corrections immediately and plan for the future.


If your company is working off multiple data sets, you’re losing time, money and the necessary confidence to make remarkable decisions. It’s time to alleviate your pain points with an automated and integrated financial accounting software system.

Ready to streamline your business accounting? Discover how to upgrade to cloud based software in 5 easy steps in our new infographic, Move to a True Cloud Subscription in 5 Easy Steps.

Move to a True Cloud Subscription in 5 Easy Steps - Infographic

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Topics: financial accounting, cloud-based financial software, business software

3 Mistakes To Avoid When Evaluating A Cloud ERP Solution

Posted by Michael MacDonald

Feb 2, 2015


Mistakes to avoid when evaluating cloud erp solutionsWhen it comes to choosing between an array of business software, options have traditionally been limited. Businesses today have far more options, but few recognize or seize them.  

Avoid these three (3) common mistakes when evaluating your next Cloud ERP solution, and you'll be well on your way to reaping the maximum benefit from your investment.

The days of software service “estimates” are over, and the cost and risk presented to you, the Business Owner, went with it.

The process of traditional ERP implementation is incredibly invasive – it's very expensive financially, but it also takes a significant toll on your time and resources.  Whether you have a fully staffed IT department or just a handful of tech-savvy employees, your staff's time is dedicated almost exclusively to setting up your new business software and having to maintain and support it. 

Avoid the hassles of infrastructure management and hardware investment by looking to cloud ERP.  It is not only easy to deploy, because all the setup is done "behind the scenes" while your business runs as usual, but a true cloud subscription should also include the support and set-up for the application as well.  As your partner takes care of it all with application management tools at their finger-tips, it frees you up to focus on more important things like running your business.

Improperly calculating the cost of the new system.

To accurately calculate the overall cost of your business software, you have a few things to consider: implementation, training, setup, upgrades, licenses, equipment, maintenance, add-ons/ integration, configuration and support.  Fees and payment plans are oftentimes unpredictable “estimates”, changing year after year, and usually inaccurate (not usually to your favor). 

With a true cloud subscription, everything you need is rolled into one all-inclusive monthly fee.  You don't need to worry about added costs for business software upgrades and system maintenance, and the subscription plan is billed in fixed monthly installments protecting you from inflation.  This essentially turns a crippling upfront capital expense into a manageable operational expense, so the cost you agreed to upfront is the same number you see on your bill each month.

Misunderstanding the lifetime of the software.

Traditionally, business software was generic and limited in its functionality and stability.  Many businesses were forced to use one system, simply because it was the only one developed for their respective industries.  When companies settle for sub par business software because it's cheap, niche, regional, entry-level or new, they feel – often immediately – the constraints of missing functionality and proper support.  This often leads them to an emergency switch that is costly and detrimental to productivity, and any momentum expected or gained is completely lost by a halt in operations. 

Avoid this costly mistake by choosing a cloud ERP solution that leverages the best, most proven business software technologies available, such as Microsoft Dynamics. These solutions have virtually infinite lifetimes, friendly integration capability, and the only augmentation you may need comes in the form of ready-to-use functionality or additional user profiles as you simply “turn-on” or “turn-off” as you see fit along the way.  A true cloud subscription offering should relieve you from being “forced” into system changes or alterations that don’t entirely support your business.

In the competitive SMB market, any solution that helps you avoid the mistakes your competitors are making is a solution that propels you forward.

Ready to learn more about the cost-effective benefits of deploying cloud-based ERP software? Download our free eBook, An Insider’s Guide To The Best Cloud-Based ERP Software, by clicking below.

 Download: An Insider's Guide to The Best Cloud-Based ERP Software

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Topics: cloud ERP, Microsoft Dynamics GP, business software

A Brief History of ERP Solutions: From In-House To Cloud-Hosted, Part 2

Posted by Samantha Merrill

Aug 14, 2014

hosted erp solutionsTraditional on-premise ERP solutions, as discussed in our previous post, are fast becoming obsolete. They're still being used by many small and mid-sized companies, but it's unrealistic for smart, strategic business executives to continue overlooking the huge functionality gaps in the on-premise model.

The next stage in the evolution of ERP is the hosted approach. Hosted ERP software is a popular and attractive option: Young SMBs build new business management solutions from scratch, and well-developed businesses overhaul their current systems to be more flexible, functional and accessible. Here's what a hosted ERP system looks like:

Hardware

Unlike on-premise delivery of ERP software, the hosted approach eliminates the need to purchase hardware. Your software provider is responsible for buying all of the equipment needed to build a strong infrastructure.

Equipment Maintenance

Hosted ERP software takes the responsibility of equipment repair and maintenance off of your already-full plate. You're not shackled by break/fix solutions, and you're not hindered by the cost of emergency repair. You simply reap the benefits of a consistently updated, diligently maintained infrastructure.

Software

Like on-premise enterprise software, hosted ERP requires that you purchase a license upfront.

Upgrades, Updates And Maintenance

Since you're paying for the license, you essentially own the software. That means the cost and installation of all necessary updates, upgrades and fixes is your responsibility. The continuing functionality, security and efficacy of your business management system rely on consistent upgrading.

Like traditional ERP software, hosted ERP maintenance is part of an annual enhancement fee. You pay your software vendor to keep the ERP system bug-free and to make sure you're working with the most up-to-date versions of the software.

Delivery

Aside from location, hosted ERP implementation is similar to that of on-premise models. You pay for an implementation package upfront, and are billed for out-of-scope services as they're rendered. It costs much less time and money to set up a hosted ERP system, and the productivity downtime you endure is significantly reduced. Still, it's a cost that fluctuates too wildly to be accurately predicted for budgeting purposes; this unpredictability makes hosted ERP implementation worrisome for businesses with tight budgets.

Security

Since you're not housing the servers, you don't have to worry much about the security of hosted ERP software. As part of your subscription fee, you're given the peace of mind of a secure, protected business management system. Datacenters have access to better security measures than average office buildings do, and the impacts of natural disasters, power outages and break-ins are minimal.

Data And Server Backup

Hosted ERP servers are maintained by your software vendor, so you don't need to worry about server backups. Data backup, on the other hand, is entirely your responsibility. The onus is on you to keep your critical business information private.

Support

While hosted ERP software gives you the freedom of a provider-maintained system, you're still charged for customer support. Configuration, training and troubleshooting are all available, but for extra charges. Like traditional on-premise models, the complexity and frequency of your support needs determines the impact customer service has on your budget.

Hosted ERP software is indeed a more functional approach than traditional on-premise solutions. But even hosted ERP is a difficult and often unpredictable cost for most businesses. Stay tuned for Part 3 of this series, where we explore the last phase in the evolution of enterprise software: SaaS ERP.

Want to learn more about the advantages of hosted ERP software solutions?  Download our free guide, An Insider’s Guide To The Best Cloud-Based ERP Software.

Download: An Insider's Guide to The Best Cloud-Based ERP Software

Read More

Topics: business software, business management solutions, erp software

Scalable Cloud ERP Software: A Good Fit For Today And Tomorrow

Posted by Michael MacDonald

Jul 31, 2014

scalable cloud erp softwareAs a small or mid-sized business owner, you know that technology is generally a big expense. As it constantly evolves, it’s important for any business to keep the cost of technology in check. The key is to maintain that all-important competitive edge without depleting much-needed revenue and resources.

When considering ERP software, you’re going to notice that traditional systems have limited scalability. Because ERP business software was original created for enterprise businesses, there was no real need to scale resources. An enterprise business simply doesn’t grow exponentially.

If you’re an emerging business that shows promise of significant growth in the future, you need a cloud ERP software solution that is a good fit today and scalable enough to grow alongside your company.

When you purchase a legacy ERP system, you have to pay for both the hardware and the software technology. This mean you’re incurring the entire licensing cost, which you’re then unable to write off during any lulls in the business year when the software isn’t really needed.

Also, with a legacy ERP system, building on a customized application is a challenge for any developer, as older models aren't future proofed for upgrades.

Cloud ERP: Scale Up Or Down Depending On Your Business Requirements

As a small or mid-sized business, you need the ability to adapt to constantly changing business requirements – that why, with ERP software, you must consider what you need beyond today.

With cloud-based ERP software as a hosted solution, you have the ability to add or remove users with a single click, never mind the hassle and cost of setting up hardware and software on individual computers.

Also, when you partner with a cloud-based ERP software platform that features a vast customer base, you never have to endure time-intensive and expensive ERP migrations. Worries about outgrowing your software become nil, as your cloud ERP platform should offer several built-in functional areas you may utilize today or down the road.

How To Achieve The Ultimate Scalability With Your ERP Software

When searching for the best cloud-based ERP software provider for your business, look for a solution that’s powered by Microsoft Dynamics. This ensures you’re in capable hands. Having a cloud ERP system powered by Microsoft Dynamics – because they currently serve over one billion users – also results in the ultimate scalability via multiple deployment options to meet your unique business requirements.

Cloud computing has changed the future of ERP software forever.

The cost savings you ultimately see from a scalable cloud-based ERP solution are substantial. Not only that, but because the system is able to scale seamlessly, you and your employees never need to spend time on technology concerns. Your in-house staff is able to focus on other aspects of growing your business – from developing new business strategies to landing new customers – and that’s the ultimate goal.

Ready to learn more about the cost-effective benefits of deploying cloud-based ERP software? Download our free eBook, An Insider’s Guide To The Best Cloud-Based ERP Software, by clicking below.

Download: An Insider's Guide to The Best Cloud-Based ERP Software

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Topics: cloud ERP, business software, erp software

Behind The Scenes Of Our Upcoming ‘7 Secrets Of Business Software’ Webinar

Posted by Kristen Howarth

Jul 24, 2014

secrets of business software webinarAt SMB Suite, we're dedicated to helping your small or mid-sized enterprise get the most out of your business software investment. Our upcoming webinar, 7 Secrets To Maximize The Power Of Your Business Software, has been custom-designed to further that mission.

So who should tune in, and what can you expect to learn from this informative session? We had a chat with Steve Anderson, our Solutions Architect and expert presenter, to give you all the details.

Who should attend the session?

Any employee, executive or key decision-maker in a small or mid-sized enterprise will find immense value in this webinar – specifically, those executives and IT specialists who are interested in getting the most "bang" for your business software buck.

Our webinar is designed to show you which business applications, platforms and functions you should have in your enterprise arsenal. We'll teach you how to avoid costly errors and redundancy, and how something as simple as cloud migration enhances your productivity and boosts your bottom line. Who doesn't want that?

Why is cloud migration such an important consideration for businesses today?

The cloud platform, simply put, is a master at streamlining and integrating. By migrating your business software into the cloud, you're able to connect your remote staff and satellite offices unlike ever before.

With mobile accessibility, the cloud extends your operations outside of the four walls of your office building and beyond the ordinary 9-5 work hours. Your employees are able to work from anywhere, at any time – and you gain an inevitable bump in productivity.

Cloud-based business software enables you to connect all of your business applications into one centralized system. You're able to communicate quickly and effectively within your own business management system, but you're also given much more freedom to connect with external systems. Think, for example, about the potential of cloud software in the wholesale distribution industry, where companies need to integrate with ecommerce, third-party logistics, shipping, warehouse management and supply chain providers.

What are some signs that it's time for a business software switch?

Perhaps you have a basic software solution, like QuickBooks, in place currently and you're looking to expand upon its limited functionality. Maybe your current business management system is riddled with inefficiencies, errors and redundancies.

If you see yourself outgrowing your current business software, you're suffering through malfunctions or are supplementing its functions with manual workarounds, it's time to hear our seven secrets.

What improvements can small and mid-sized businesses expect when seeking a better business software solution?

Cloud software offers you a host of benefits, including:

How should SMBs go about deciding whether or not they're ready to move forward with a cloud solution?

In short, if you think you're ready for cloud migration, you probably are. That's because there's no real barrier to entry. It's incredibly easy to transition to the cloud, and there are no prerequisites. Once you realize the immense benefits of cloud-based business software, or the pains with your current software have become acute (or both), there's nothing standing in your way. You're ready to move ahead into the cloud.

What does the status quo of business software look like?

Currently, small and mid-sized enterprises must pay extra for each business application they use. Server equipment, ERP implementation, software upgrades and hardware maintenance add up to a total cost that's almost insurmountable for most budget-conscious businesses. The total cost of ownership of current ERP software systems is a burden, to say the least. With a serious lack of customer service and support, businesses today are left in the lurch when trying to navigate, configure or troubleshoot their systems.

The status quo, however, is changing. The cloud platform has catalyzed a boom in subscription-based systems; with subscription payment plans, all the applications and costs are rolled into one flat, predictable fee. Cloud providers also offer a higher level of support, ensuring that you're never alone when dealing with your business software.

Many businesses today are looking for ways to grow, expand and be on the cutting edge of new technologies. Cloud technology is, without question, the wave of the future: It's an all-encompassing tool that drives growth, enhances your capabilities and keeps you ahead of your competitors.

Ready to register for this free informative session? It's set for Tuesday, August 12 at 2 p.m. Eastern (1 p.m. Central) and should last for 30 to 45 minutes. A Q&A session with Steve Anderson, our expert small and mid-sized business specialist, will immediately follow the presentation. Click the link below to register today.

Cloud-Based ERP Webinar

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Topics: business software, erp software, cloud software

Cloud ERP: What It Is, What It Isn't And Why It's So Prolific

Posted by Matt Woodward

Jul 23, 2014

cloud erpEnterprise grade software is an essential instrument in your SMB toolkit, but unless you're using a flexible, functional platform like the cloud, your business management system is never as effective as it could be. Cloud ERP offers small and mid-sized businesses all the power of on-premises ERP software with all the versatility of cloud technology. After all, cloud vs. on-premises is merely how you "deploy" your solution and should not impact the functionality or performances of your ERP solution. Find out what makes cloud ERP such a revolutionary tool and why enterprises around the world are scrambling to harness the power of the cloud.

What It Is

Cloud ERP solutions give traditional ERP software a dramatic facelift. The cloud's most distinct benefits transfer to your business management system as soon as you host it on the cloud platform. The cloud makes your business software system more:

Mobile

Your employees – from your key decision-makers to your hourly warehouse workers – want the ability to log in to your business software system from anywhere. The cloud is the ultimate mobile, global platform, enabling access through smartphones, tablets and laptops from anywhere with merely an internet connection.

Integrative

You may use quite a few business applications on a daily basis, for areas such as HR and payroll, CRM and sales, accounting, insights, ecommerce, and distribution. Just to open your doors each day, you rely on an arsenal of business software platforms and other supporting solutions.

The cloud platform enables you to intimately connect all of your critical tools under one roof – your cloud ERP solution. The result is a holistic business management system that streamlines your processes and keeps consistency within your enterprise.

Secure

Unlike on-premise versions, the high-tech datacenter that houses your cloud ERP server take great pains to keep the system protected and the entire data center at large. For small and mid-sized businesses, it's simply not feasible to require retina scanners, fingerprint entry and round-the-clock surveillance for everyone entering or leaving the office building. You should only need to focus on and invest in running your business. Cloud enables this, and allows yous to rely on the industry experts to secure and maintain it, on top grade hardware and infrastructure.

A cloud provider must offer this level of security in order to protect the integrity of its clients' businesses and its own. With cloud ERP, you rest assured knowing that your business software system is safer than it ever would've been on your premises.

Predictable

Because the cloud is hosted remotely, it's available on a flexible subscription model. True cloud ERP subscription models will offer "AIS" (All-Inclusive Subscription). This model puts every cost point into the monthly subscription, including the services to deply, support, maintain, train, and upgrade. Everything is rolled into an OPEX (Operational Expense), which offers tax benefits that go back into your business.

What It Isn't

When it comes to cloud ERP, “what it is” is just as important as “what it isn't.” In fact, because of the frequent difficulties experienced with on-premise enterprise software, most businesses are more interested in the traditional ERP features that the cloud has left behind. We know that cloud ERP is mobile, integrative, secure and predictable, but it most certainly isn't the following:

ERP “Lite”

CloudERP is not a scaled-back version of an otherwise robust set of business software. Again, cloud vs. on-premise should only pertain to how it’s deployed. If your cloud provider is telling you different, and that their cloud offering provides less than their on-pemises, this is NOT a true cloud ERP offering, but a way for them to make more profit, or because their model is broken.

One-Size-Fits-All

Another misconception of cloud ERP is that you have little flexibility for what is licensed and when or if you can upgrade when a new version is available. This is NOT cloud ERP, this is again a broken model. True cloud ERP will still allow you to modify the solution to your specific needs, and you should never be forced to endure an upgrade just because the vendor says it’s time.  It should make sense to your business and your vendor should be able to help you ascertain if the new version offers benefits specific to your business. 

Disruptive

Typical on-premise software projects can take years to fully set up, during which period you suffer crippling downtime, oppressive expense and little (if anything) in the way of business performance to show for it. There are even many cases of projects being aborted after all that investment and money spent. 

The cloud, on the other hand, features simple delivery and fast setup. This is primarily because most of the foundational set-up is already pre-configured. In a true cloud ERP solution, the services are included in the subscription, so there is no risk of scope creep, or prolonged projects that result in added costs.

Status Quo

Let’s recap the cloud ERP status quo:

  • AIS (All-Inclusive Subscription) that removes the risk of all CAPEX (Capital Expenses) and puts it all into a true OPEX (Operational Expense) model, which is predicable, budgeted, and offers tax benefits
  • Rapid deployment that is less invasive and included in the subscription
  • Flexible, so you don’t have to be hand-cuffed to a one size fits all solution offering - you should be able to configure to your liking or need
  • Integrative, so you have all you need under one solution or offering, in a user experience that gives you role-based views of your data (via dashboards) in real-time, and drill down access to data sources regardless of where it resides

Why It's So Prolific

Enterprises, start-up companies, and SMBs worldwide choose cloud ERP for a host of reasons – some broadly applicable to any industry (like the ones listed above), some unique to specific businesses' circumstances. It's this versatility, security, and predictability that make the cloud platform so attractive to such a range of companies. When compared with on-premise business software systems or deployment options, cloud ERP is far more:

Open-Minded

No matter what type of business you're in, how fast you're anticipating growth or who your customers are, one thing remains the same: Cloud ERP offers marked improvements over any other business management solution made available to date.

Scalable

Cloud ERP is easy to augment to suit your evolving needs. It's built on a powerful framework that supports your business through turbulent times of growth and change – and, in fact, it's a solution that grows with you. As your enterprise matures, your ERP software changes and matures alongside it.

The cloud is revolutionary, but calling it “new” is a mistake. Simply put, cloud ERP is a smarter, better way to deploy and access business applications that have proven their efficacy through decades of serving enterprises just like yours. These tried-and-true technologies are relocating to a more secure environment, poised for better system integration and accompanied by a more affordable and predictable investment model.

Before you choose a software vendor and jump head-first into cloud ERP, do your homework. Make sure you understand exactly what cloud technology is, viewing it through the lenses of both your business and more objective outsiders. Identify the weaknesses in your current processes and hash out what cloud migration means for your business.

Interested in upgrading your business software system? Join us for a free webinar on Tuesday, August 12 at 1:00 p.m. EDT (2:00 p.m. CDT). In this one-hour session, we'll reveal the 7 secrets that help you make the most of your business software systems. Click the link below to register today!

Free Webinar: 7 Secrets That Help You Make The Most Of Your Business Software

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Topics: cloud ERP, business software, erp software

5 Reasons To Consider Cloud Migration For Microsoft Dynamics ERP

Posted by Samantha Merrill

Jul 16, 2014

cloud migration for microsoftThe Microsoft Dynamics ERP suite is a great tool for small and mid-sized businesses. It helps connect all of your software applications into a unified system, streamlining your process, enhancing your productivity and increasing your profitability. But until you've migrated your software to the cloud, you're not maximizing the potential of your Dynamics ERP system. Cloud migration offers marked benefits to your business, including:

1. Cost

The on-premise model of Microsoft Dynamics ERP makes your small business software a capital expenditure. You need to build an IT infrastructure and make expensive purchases upfront for equipment, hardware and software licenses. You pay for more data and storage than you're going to use, because you're forced to buy pre-set packages. Tack on the annual enhancement fees and upgrade costs, and your small business software becomes your most overbearing expense.

Cloud migration turns your small business software into an operating expense. You don't need to build an IT infrastructure or any equipment. You don't even pay for the software license – you simply pay your ERP vendor for access to the system. The cloud provider performs all of the software upgrades, bug fixes and maintenance, so you always have the best versions of your software without suffering the downtime or cost of installing them.

2. Accessibility

Your employees want to access business data anywhere, anytime, from any device. On-premise small business software doesn't effectively meet this demand, because access is limited to those who are physically present in your office.

By placing Microsoft Dynamics ERP into the cloud, you suddenly transform your once-rigid system into a flexible solution. Your employees have remote access through their laptops, smartphones and tablets. You extend your available employee resources outside of the normal 9 to 5 business hours and beyond the four walls of your office.

3. Security

Microsoft Dynamics ERP boasts exceptional functionality, but when hosted in an on-premise environment, it's also incredibly vulnerable. Power surges, electrical outages and disasters (both man-made and natural) all have the potential to destroy your IT infrastructure. If your small business software shuts down, all of your critical business information goes with it.

Since cloud ERP is hosted remotely, you never need to worry about floods, high winds, break-ins or power outages. All of your critical data is stored securely in an encrypted database that thwarts hackers.

4. Integration

When compared with siloed business management solutions, the integrative capabilities of Microsoft Dynamics ERP are far superior. ERP software eliminates the need for disjointed silos of data by uniting all of your software applications into one cohesive system. But what if you need functionality outside the realm of Dynamics? On-premise models don't have the ability to seamlessly integrate external tools, so you experience the same lag time and error risk as you do with silos.

The cloud is a superior platform for Microsoft Dynamics ERP because it provides a flexible, versatile framework that accommodates new tools, modules and functions as you need them. It puts all of your software applications into the same system, so you never deal with errors or discrepancies between them.

5. Support

From the perspective of software providers, on-premise solutions are delivered in a "set it and forget it" model. Once the system is set up, you're responsible for maintaining the software, performing maintenance, installing updates and fixing any issues. To do so, you need a fully staffed IT department. If your IT specialists aren't equipped to handle problems, you're essentially stranded.

In the cloud, you work closely with your ERP vendor throughout the entire lifetime of the software. If you need help with configuration, troubleshooting, bug fixes or system upgrades, your cloud provider is always available to assist you.

Dynamics ERP is, without question, one of the most powerful tools available to small and mid-sized businesses today. But until you migrate to the cloud, you never experience the full gamut of its benefits. Whether you're already a loyal Microsoft Dynamics ERP user or you're searching for a whole new system of small business software, consider cloud migration as your first step.

Want to learn more about the benefits of a cloud-based Dynamics solution? Sign up now for our educational webinar, to be held on August 12.

Cloud-Based ERP Webinar

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Topics: business software, erp software

Top 4 Questions To Ask Your Business Management Software Provider

Posted by Michael MacDonald

Jul 15, 2014

business management softwareBusiness management software is one of the best investments your small or mid-sized company will make – but only if you find a comprehensive solution that works for you. When you're on the hunt for business management solutions, it's difficult to find the software that meets your needs without breaking your budget. Ask these four questions of potential software vendors before you decide to invest in your next solution.

1. How flexible is the cost of your solution?

Business management software is a big investment. The ROI of an effective system is indeed robust (the operative word is effective), but the cost is still a burden for small and mid-sized businesses with tight budgets.

On-premise software vendors need to be upfront with you about the cost of the system. This includes hardware purchasing, equipment setup, software license fees and upgrade costs.

Cloud software eliminates the need for any hardware or equipment, because the system is hosted remotely. You don't need to buy the software licenses, either – you pay the software provider for usage. Cloud software is also typically available through a subscription plan, making it much easier to plan for the cost in your budget forecasting.

2. How satisfied are your clients with your service and software?

Reading customer reviews is a smart way to determine whether a software provider is as great as it claims to be. But it's not always possible to accurately judge others' interactions with a company or the business management software they use.

When companies have positive feedback from their clients, they have no hesitation in sharing it. Ask your potential software vendors for client feedback and reviews on their products – the response you get (or don't get) may be enough to send you looking for another provider.

3. What's included in your delivery and setup processes?

For most software vendors, ERP implementation is a serious hassle. It requires months of downtime and severely impinges on business productivity.

Business management software is designed to improve your company's performance, streamline your processes and boost productivity. While it's true that a system overhaul always comes with some degree of challenge, you shouldn't have to endure endless downtime and hindered productivity just to reach a solution. You need to see improvements soon without suffering in the meantime.

Make sure you ask your software provider what system setup entails. This way, you know what to expect, you avoid scope creep and you uncover any hidden fees that impact your final cost.

4. Who is responsible for software upgrades and system updates?

Business management software is always being tweaked, updated and upgraded. Software updates are expensive – both cost-wise and productivity-wise. You have to pay for the new version of software, and in order to install the updates, you need to shut your system down.

When choosing between software vendors, ask who is responsible for maintaining the servers, updating the system and installing software updates. Make sure these processes are performed regularly, and try to determine a set schedule in advance. Then, you know when the updates will be installed (and whether they'll interfere with your operations during installation) and you know you're getting the updates you were promised (once the system is in place).

The benefits of business management software are well-documented, but choosing the right software provider impacts how robust those advantages are and how quickly you attain them.

Is your business software driving your growth? Put it to the test. Click below to take our free business management software assessment.

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Topics: business software, business management solutions, erp software