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Friday, 26 February 2016 00:00

Postmodern ERP and How It Affects Your Business

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Businesses today continue to rapidly change in their needs, particularly, for what an Enterprise Resource Software (ERP) can do to help support their operations and finances. Postmodern ERP, as defined by Gartner is a technology strategy that links and integrates administrative and operational business capabilities with the benefits of vendor-delivered integration to promote flexibility and agility.  

Software Advice, an advisory firm that helps buyers research and choose ERP software, conducted research and sought expert advice to look into the concept of Postmodern ERP and how it affects businesses, with findings compiled in this article.

A comprehensive postmodern ERP strategy aims to use the best applications possible in each business area while still ensuring that the different areas adequately integrate with each other when necessary.

The study is quick to note that “a postmodern ERP system will likely be comprised of applications from two or more vendors, and may include multiple deployment models.” This strategy can benefit businesses by ensuring your company is using the applications which are best suited for each job function. Moreover, should specific applications need to be changed, there would be no need to customize or upgrade the whole system.

Although the study suggests that the postmodern strategy would be best suited to growing midsize to large firms, organizations “should opt for a strategy that will provide them with long-term agility over short-term operational efficiency.”

WebSan Solutions can help your organization find the right ERP solution that would fit your business needs. Download our ERP whitepaper to learn more. 

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

View our free webinarsRead more about Hosted Dynamics GPDownload a FREE Demo

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, has reached a milestone of 100,000 views on its YouTube channel!

Since 2012, WebSan’s YouTube channel has proved to be a valuable resource in providing training and webinar videos for the Microsoft Dynamics GP and CRM community. The instructional videos not only offer greater insight into the products’ capabilities, but also highlight WebSan’s wide range of expertise in showcasing the systems’ customizable functionalities.

Standout videos include: WebSan’s Manufacturing and Project Accounting video series for Microsoft Dynamics GP, “10 Tricks in 30 minutes” showcasing the top 10 features of Dynamics GP, and “Management Reporter for Microsoft Dynamics ERP. “

“We are thrilled with this milestone for our YouTube channel. The high volume of views is a testament to our practice’s forward-thinking approach towards providing the highest standard of training, support, and informational videos to our clients and the Microsoft Dynamics community,” says Andrew King, Managing Director of WebSan Solutions Inc.

For more information on WebSan Solutions’ YouTube channel, visit www.youtube.com/websansolutionsinc.

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

MS Dynamics CRM vs SalesforceSign up for a free CRM course!Learn more about CRM's features

You can now brand your CRM! Themes allow you to apply your distinct logo and color scheme to your Dynamics CRM environment. Three simple clicks and you are well on your way to a CRM environment with a look of your own.

1. From the Main Menu button, select Settings

2. Select Customizations

3. Select Themes

ThemesinCRM1

Upon navigating to Themes, you will find the out of the box CRM Default Theme. The default theme cannot be modified, but it can be cloned, should you want a head start on designing your theme. Otherwise, you can put your designing skills to the test and get theming. 

Theme colors are defined using a hexadecimal code. With this release, it's best to find an online resource to pull the hexadecimal codes from (such as www.color-hex.com).

 

ThemesinCRM2   ThemesinCRM3

ThemesinCRM4ThemesinCRM5

 

ThemesinCRM6       ThemesinCRM7

 One fascinating feature is the ability to take a test drive of the User Interface with a newly defined color scheme before it gets released to an organization. 

When you are ready to release the new theme, thereby making it the default, you can either select the theme from the Theme view and select Publish Theme (image below), or do the same from within the theme record.

ThemesinCRM8

To learn more about how Dynamics CRM can be the right fit for your organization, download our free interactive demo. 

Click here to download our free Dynamics CRM demo

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

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This blog is part 1 of 2 where we will walk through a step-by-step of how to complete the prep for Year-End closings for companies using Calendar Year-end. There are four modules that come into effect during the year end process.

  1. Inventory (INV)
  2. Receivables Management (RM)
  3. Payables Management (PM)
  4. Finance

Year-ends can get very tricky however, there are no financial impacts for three of the modules listed above- RM, PM and INV as they only provide statistical figures and reset the statistical counters. Therefore, in the case of any errors, you are able to complete a database refresh to go back. The module that has statistical updates and financial impact is the Financial module, this is the module you must be most careful with prior to completing.

Prior to beginning the process ensure these steps are taken:

  • Complete a backup
  • All users should be out of the system
  • Batches should be closed and completed (Best Practice)
  • Close Fiscal Periods (GP >>Tools >>Setup >>Company >>Fiscal Periods)
  • Print Control Reports (AR and AP Trial Balance, Current Inventory Report, Reconcile (Chequebook, Inventory, AP and AR subledgers to GL) (GP >>Tools >>Routines >>Financials >>Reconcile)

Once all the steps above are completed you are ready to begin Year-end Closing. Since the Financial module has the highest impact it must be closed last. For best practices, close in the following order INV, RM, PM and Financials.

Look out for part 2 of the blog which will discuss where the closing process will take place.

To learn more about how WebSan Solutions can help in your Calendar Year End Prep and other Dynamics GP specific modules, take our free ERP Assessment. 

Click here to take our free ERP Assessment

 Palig Baghdasarian, Application Support Specialist, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Download a FREE CRM Demo

With Dynamics CRM 2016’s release, Microsoft aims to improve on supplying intelligent customer engagement solutions that are personalized, proactive and predictive. The release will focus on creating a single, unified user experience that promises to eliminate distractions people face by bouncing from application to application. To supplement this new release, WebSan will offer the “Top 5 Notable Features in Microsoft Dynamics CRM 2016” webinar on Thursday, January 21, 2016 at 11:00 AM EST.

The free 30-minute webinar will offer attendees a glimpse of the benefits of upgrading to CRM 2016, the system’s new features that promote an improved end-user experience, as well as key new features for administrators or customizers of the system.

Attendees will gain more information about CRM 2016’s new interactive service hub, changes to the Excel export feature, new functions for Fields, Business Rules and Advanced Find and improvements to the system’s navigation.

Register today to reserve your spot for Microsoft Dynamics CRM 2016 webinar!

Click here to register for Dynamics CRM 2016 webinar on Jan.21, 2016 at 11:00 AM EST

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Wednesday, 06 January 2016 00:00

Bob Scott’s VAR Stars 2015 Announced

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WebSan Solutions Inc. has been selected as a member of the Bob Scott’s VAR Stars for 2015, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software.

Members of the VAR Stars were selected based on factors such as growth, industry leadership and recognition, and innovation. Selection is not based on revenue and the chosen firms represent a wide range of size and many different software publishers of accounting software.

“Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business,” Bob Scott said.

“We are delighted to once again be included in Bob Scott’s roster of VAR Stars and be recognized for our continuous growth and commitment towards providing the highest standards of customer service and delivering top quality solutions for our clients,” said Andrew King, Managing Director of WebSan Solutions Inc.

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When selecting a new Enterprise Resource Planning (ERP) software, one of the first considerations to make is whether to go hosted (on the cloud) or on-premise. Although both types have their advantages and disadvantages, it’s worth taking a closer look and offering points of consideration to make the software selection process less daunting. Software Advice, an advisory firm that helps buyers select ERP software, conducted research to create a comprehensive guide to help buyers determine the best type of software needed for their organization, with findings compiled in this article.

The biggest difference between the two types of systems is cloud-based software is hosted on the vendor’s servers and accessed through a Web browser, while on-premise software is installed locally, on a company’s own computers and servers. Although over time, both systems’ cost tend to converge, cloud-based software is priced under a monthly or annual subscription basis, while on-premise software is usually priced under a one-time perpetual license fee.

Some advantages of cloud-based ERP software include its shorter implementation time, great stability with frequent updates from the vendor and no additional hardware investments. On the other hand, some disadvantages of this type of system are its less customizable functionalities and an organization’s possible less peace of mind that comes with data security being in the vendor’s hands.

On the other end of the spectrum, on-premise ERP systems are known to be more customizable and offer greater control over data. However, the implementation process can take longer and organizations have to pay associated hardware and IT costs. Organizations will find that cloud-based ERP systems are more mobile-friendly compared to their on-premise counterpart. 

It would be in an organization’s best interest to first assess its needs, budget and top concerns before deciding on the right type of ERP system that will be the right fit.

WebSan Solutions offers Microsoft Dynamics GP and CRM implementation along with valuable resources like training, free webinars and outstanding support. See how we can help your business meet its ERP needs – download one of our FREE Microsoft Dynamics GP or CRM demos today! 

 

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence