Microsoft Copilot

Unlock Your SMB's Potential with Microsoft Copilot 

AI is no longer a luxury; it's a necessity for SMBs looking to thrive in today's competitive landscape. With the right AI readiness assessment, a clear understanding of the benefits, and Microsoft Copilot solutions, your SMB can unlock its full potential. Don't wait; get started on your AI journey today!

Is Your Business Ready for AI?

AI can empower your SMB, but it's essential to assess your readiness. Take our quick AI readiness assessment to determine where your company stands on the AI adoption journey. This assessment will help you understand if AI is a good fit for your business and where you can start your AI journey. Click below to get started!

Take the assessment

  • Enhanced Efficiency

    Copilot gives you:

    AI can automate time-consuming tasks, allowing your team to focus on strategic activities.

  • Data-Driven Decision-Making

    Copilot gives you:

    Access valuable insights from data analysis to make informed choices that drive your business forward.

  • Improved Customer Experiences

    Copilot gives you:

    AI-powered chatbots and personalized recommendations can delight your customers.

  • A Competitive Edge

    Copilot gives you:

    Stay ahead of the competition by embracing AI-driven solutions.

Tailored Microsoft AI Solutions for SMBs

  • Microsoft 365 Copilot

    Boost productivity and collaboration within your organization. Manage emails, schedules, and documents more efficiently.

    Read more

  • Microsoft Sales Copilot

    Elevate your sales strategies with AI-driven insights. Understand customer behavior and close deals faster.

    Maximize productivity with the AI assistant designed for sellers. Sales Copilot works with Dynamics 365 Sales  and is included in Dynamics 365 Sales Enterprise and Premium subscriptions.

    Read more

  • Dynamics 365 Copilot

    Copilot in Microsoft Dynamics 365 Customer Service, Customer Insights and Marketing

    Streamline operations and customer engagement. Manage leads, sales, and customer service with AI assistance.

    Read more

Read more …Microsoft Copilot

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Change Management

Maximizing Change, Minimizing Disruption: The Power of Change Management

Investing in change management when implementing Dynamics 365 for Business Central can ensure a smooth and successful transition for your business. With proper change management, you can effectively communicate the new system's benefits to your employees and ensure their active participation in the implementation process.

This can help minimize any resistance to change and increase the adoption of the new system, leading to improved productivity and efficiency. Additionally, change management can help identify potential roadblocks and ensure that the implementation stays on track, resulting in a successful rollout of Dynamics 365 for Business Central.

Don't let the fear of change hold you back from unlocking the full potential of this powerful tool. Instead, invest in change management and take the first step towards a more streamlined, efficient, and successful business.

How can Change Management benefit your organization, and WHY do you need this service?

Change management can help organizations implement new processes and systems, communicate changes effectively, and ensure employees are engaged and trained throughout the process. By investing in change management, your organization can thrive in an ever-evolving business landscape.
In a study by Prosci, a leading change management research firm, organizations with excellent change management are more than twice as likely to meet or exceed project objectives compared to organizations with poor change management (96% vs. 44%).

Contact Us

What we need to know:

  • What's our corporate strategy? What do we want the team to "Get…" ie, why are we doing this change?
  • Benefits ROI and potential downsides  
  • Current process design? To be state design?
  • Known project risks and challenges

What we do:

  • Collaborate with project team leadership and HR to develop an accountability chart for the change management function by role and get sign-off.
  • Hold team members accountable for assigned tasks and deliverables within the roles of change management and overall project plan
  • Practice effective listening and repost consolidated concerns to the project team for evaluation
  • Work collaboratively to develop messaging for the team to ensure the message is delivered consistently
  • Work collaboratively to develop expected realities of the New "To-be-State"
  • Work collaboratively to develop process changes, job changes, system changes, identification of gaps
  • Accountable for preparing the LOB leaders and project team for the change management obstacles
  • Accountable for advising change management risks to the project team and executive sponsor team environment or one-on-one
  • Engage with the project team and LOB leaders during the go-live stage. Coach and support change resistance
  • Work collaboratively to develop solutions to challenges and engage in the execution
  • Translate project status and challenges/risks to the executive sponsor as required

How we do it:

  • Weekly reporting against the 6 key change management areas by functional area
  • Involvement in direct functional area management meetings facilitating with LOB leader directly
  • Involvement/Listening in executive team meetings
  • Involvement or Facilitation in cross-Functional team meetings
  • Involvement or Facilitation in job function cross-divisional team meetings
  • Together with LOB leadership/stakeholder/ project team, identify challenges (systems/processes/people). Block and tackle as required.
  • One-on-one coaching with all levels of leadership
  • Identification of key issues by functional area
  • As required, one-on-one training, coaching and skills development
  • 40-65 Hrs

    Small

    Exercise the habit of honesty, openness and truth-speaking. Building safety for users to be straight and clear with concerns in a team or one on one. Build on the opportunity to create change for the future. Form new coalitions while forming the why and addressing concerns. Building trust in the process, people and leadership. Listen, listen, listen.


            15 to 25 Hours

      • Implementation Phases
        Strategic Decisions
        Planning
        As Is Analysis
        To Be Analysis
        Construction and Testing
        Actual Implementation
        Close Up
        Enhancement

               10-25 Hours

      • Process Change Phases
        Creating Urgency Forming the "WHY"
        Building Coalitions
        Developing the Vision Answering the "WHY"
        Communicating the Vision & Building the Buy Into The "WHY"
        Removing Obstacles Pointing Out the "Why" and Building Back the Vision and Strategy
        Short Term Win
        Building On the Change Driving the "Why"
        Driving Changes into Corporate Culture Driving Out Previous Political And Power Beliefs 

           15 Hours

    • Coping Stage
      Denial Defense Discarding Unlocking Change
      Adaptation
      Internalize Acceptance

    Start Now

  • 75-95 Hrs

    Medium

    Build on the habits of honesty, openness and truth-speaking. Drive on answering the "why" through opportunity enhancement. Show and tell with stakeholders. Speak truth to the solution and the risks. Show teams the benefits and explain the business case for additional data or workflow changes and the long-term benefits. Drive back to the vision and answer the Why often.


            30 to 40 Hours

      • Implementation Phases
        Strategic Decisions
        Planning
        As Is Analysis
        To Be Analysis
        Construction and Testing
        Actual Implementation
        Close Up
        Enhancement

               25-35 Hours

      • Process Change Phases
        Creating Urgency Forming the "WHY"
        Building Coalitions
        Developing the Vision Answering the "WHY"
        Communicating the Vision & Building the Buy Into The "WHY"
        Removing Obstacles Pointing Out the "Why" and Building Back the Vision and Strategy
        Short Term Win
        Building On the Change Driving the "Why"
        Driving Changes into Corporate Culture Driving Out Previous Political And Power Beliefs 

           20 Hours

    • Coping Stage
      Denial Defense Discarding Unlocking Change
      Adaptation
      Internalize Acceptance

    Start Now

  • 110-330 Hrs

    Large

    Nurture the adaptors. Handhold, one on ones encourage and empower. Reward success! Read back to the vision. Keep cycling the lagers behind in the previous cycle.


            30 to 40 Hours

            10 Hours Per Week of Design Stage

      • Implementation Phases
        Strategic Decisions
        Planning
        As Is Analysis
        To Be Analysis
        Construction and Testing
        Actual Implementation
        Close Up
        Enhancement

               40-250 Hours

      • Process Change Phases
        Creating Urgency Forming the "WHY"
        Building Coalitions
        Developing the Vision Answering the "WHY"
        Communicating the Vision & Building the Buy Into The "WHY"
        Removing Obstacles Pointing Out the "Why" and Building Back the Vision and Strategy
        Short Term Win
        Building On the Change Driving the "Why"
        Driving Changes into Corporate Culture Driving Out Previous Political And Power Beliefs 

           40 Hours

    • Coping Stage
      Denial Defense Discarding Unlocking Change
      Adaptation
      Internalize Acceptance

    Start Now

Read more …Change Management

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Check Signature Printer

Electronic Check Signature

  • Essential & Premium

    Supported Editions

  • Canada & the United States

    Supported Countries

  • $25 per tenant/per month

    Price

    Implementation Cost 

    $0


Automatically print signatures on checks within Business Central.

The Electronic Check Signature app allows users to dynamically assign checks the necessary signatures based on user-defined dollar amounts. The major features of this app include:

  • Create customized check templates based on the template formats supported by the app.
  • Utilize existing templates for: Check (1401), Stub/Stub/Check (10401), Stub/Check/Stub (10411), Check/Stub/Stub (10412).
  • Create up to two signatures and assign maximum dollar thresholds to each.

Expedite the payment process by eliminating the need of manual signatures.

Get started with a free trial today!

Supported Languages: English (United States), French, Spanish, Portuguese, Korean, Mandarin, Cantonese, Deutsch, Hindi, Vietnamese, Danish, Arabic, Italian, Japanese and Russian

Benefits

  • Improved Efficiency: Automated signatures eliminate the need for the manual signing of each check, making the check-issuing process faster and more efficient.

  • Consistency: Automated signatures ensure that every check has the same signature, improving the consistency and professional appearance of the checks.

  • Enhanced Control: Automated signatures can provide companies with better control over the check-issuing process, reducing the potential for errors and improving the accuracy of the process.

Download on AppSource

Release Notes:

22.0.1.2 - August 29, 2023

Onboarding Checklist Update

Read more …Check Signature Printer

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Manufacturing Implementation Plan

+Manufacturing Implementation Options

WebSan Solutions offers different implementation plans to cater to the unique needs of each business. Regardless of the chosen implementation option, our plan provides a comprehensive and tailored solution to businesses, allowing you to streamline your operations and achieve your business goals with Dynamics 365 Business Central.

We understand that every business is unique, and we are here to guide you through the process and help you choose the right plan that meets your needs.

Find a plan that's right for you.

Hybrid

Great for customers wanting to purchase the products and services they need in a simplified all-in-one pricing.

$497.19

Per user / per month

Implementation not included

  • Minimum 5 Users
  • Business Central Premium License
  • Add-ons Included:
    Over 35+ supply chain features - Extended Plan
    Electronic Banking Integration (assuming 1 bank account)
    Shipping Container Management
    Parcel Shipment Carrier Integration
    Sales & Inventory Forecasting
    Vendor Contract Maintenance
  • Financial Reporting Software (Jet Reports)
  • Customer Care Program Included



Contact Us

Subscription

Great for customers looking to pay for services recurringly, allowing you to predict and budget your expenses.

Implementation Fees Included

$2,660.52

Per user / per month

  • Minimum 5 Users
  • Business Central Premium License
  • Add-ons Included:
    Over 35+ supply chain features - Extended Plan
    Electronic Banking Integration (assuming 1 bank account)
    Shipping Container Management
    Parcel Shipment Carrier Integration
    Sales & Inventory Forecasting
    Vendor Contract Maintenance
  • Financial Reporting Software (Jet Reports)
  • Implementation Cost Included - System Setup/Configuration, Data Migration & Training (3 yr contract)
  • Customer Care Program Included

Contact Us

What's included:

  • Implementation Plan

    • Core Financials +
    • Finance & Distribution +
    • Requisition Worksheet
    • Inventory planning/MRP
    • Production Orders w/ manual and/or automated backflushing
    • BOMs, Routings
    • Capacity Planning
    • Data conversion for BOMs, Routings and open Production Orders
    • Data conversion for inventory item planning parameters and stock keeping units
    • Web/live remote training
    • Core Financials Jet Reports - See sample reports

    16-WK IMPLEMENTATION

    Learn More

  • Supply Chain Accelerator

    Productivity Enhacements

    • User Activity Tracker
    • Job Queue Error Notifications
    • Auto Populate Dimensions
    • Inventory Quantity Precision
    • Statistical Data Tracker
    • Quick Notes
    • Display General Product Posting Group
    • Prevent posting for same external document number by customer
    • Expose document date on vendor ledger entries
    • Automatic Bank Reconciliation Reporting
    • Auto Post Date - Sales
    • Auto Post Date - Purchase
    • Add Sales Order number and External Document number to Sales Shipment list display
    • Add field "shipping tracking info" to screen in Purchase Order and Posted Purchase Receipt
    • Display item image on quote documents (pdf) generated from Business Central

    Functionality Improvements

    • CBM Customizations (cubage, volume, weight) visibility on PO/SO forms and PO/SO screens
    • Expose "Carrier Quote #" field on Sales oRder and Shipment and enable field to move from Sales Order to Shipment automatically
    • Add truck seal number on shipment order

    Learn More

  • Customer Care Plan

    • 4-Hour SLA
    • Access to WebSan University Training Portal
    • Customer Care Account Manager
    • Unlimited # of Resolution of broken functionality
    • 2 Authorized Caller
    • Bi-Annual Review
    • 2 Business Advisory Hours

    Learn More

Read more …Manufacturing Implementation Plan

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WebSan Solutions is a Gold Certified Microsoft Partner

Multi-Award Winning

Gold Microsoft Partner

Microsoft Partner of the Year

Dynamics 365 Business Central

Microsoft Canada Impact Award

Business Applications

Microsoft Inner Circle

Business Applications
WebSan is a Microsoft Solutions Partner

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