WebSan Solutions Inc. Ranks No. 250 on the 2015 PROFIT 500

PROFIT magazine unveils 27th annual list of Canada’s Fastest-Growing Companies

 Toronto, ON (September 17, 2015) Canadian Business and PROFIT today ranked WebSan Solutions Inc. No. 250 on the 27th annual PROFIT 500, the definitive ranking of Canada’s Fastest-Growing Companies. Published in the October issue of Canadian Business and at PROFITguide.com, the PROFIT 500 ranks Canadian businesses by their five-year revenue growth.

WebSan Solutions Inc. made the 2015 PROFIT 500 list with a five-year revenue growth of 238%.

“The PROFIT 500 represent the highest tier of entrepreneurialism in Canada,” says James Cowan, Editor-in-chief of PROFIT and Canadian Business. “They should be lauded for the positive economic contributions they’ve made to their communities—and the entire country.  They are examples of what can be accomplished with innovation, discipline and determination."

 “We are honoured to be on the PROFIT 500 ranking,” says Andrew King, Managing Director of WebSan Solutions Inc. “Our dedication to customer service has enabled us to reach yet another milestone. We will leverage this momentum to deliver business solutions that exceed our clients’ expectations and ensure their satisfaction in the following years to come. This accomplishment validates the hard work and tireless efforts of our employees to achieve great results.”

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Avoiding ERP Implementation Failure: The How, Who, What, When and Why

Implementing Enterprise Resource Planning (ERP) software and projects are no easy tasks. With many moving parts and personnel involved in the mix, the process becomes all the more daunting. To help avoid common pitfalls and offer some considerations, Software Advice, a trusted resource and advisory firm for ERP software buyers, recently conducted an analysis of 22 failed implementation projects and looked into the most common reasons for failure in this e-book.

The e-book notes that ERP implementation failure can often be attributed when one or more of the following key goals are not met:

  • On-time implementation
  • On- or under-budget implementation costs
  • Minimal disruption to business operations
  • Improved organizational efficiency
  • Reduced operating costs
  • Increased sales or revenue

One main takeaway from these is that “ERP implementation rarely fails because of the software itself,” as only 18 percent of the failures included in the study were due to buggy software.

To avoid implementation failure, it’s best if the organization take the time to do due diligence and fully research the ERP system, have personnel, particularly consultants completely understand the client’s needs and have a trusted vendor give you a realistic view of the system’s capabilities.

Implementing an ERP solution takes time, so it’s worthwhile to test drive the software and plan ahead for your IT team to prepare for the implementation and additional customizations and decisions that may need to be made at a later date.

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Unique Ways Companies Use Dynamics CRM: Part 2- Dashboards

Part 2 is a continuation of the series of blog posts that will profile different customer’s unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

An engineering, construction, service and maintenance company that provides services for infrastructure companies approached WebSan to implement Dynamics CRM and maximize the Dashboards feature of the software.

Using the Workload Reporting of Dashboards allowed the company to do the following:

  • Break down by user the current status of Open Projects
  • Access the number of projects that have been created in a specific timeframe by Users and the status of those projects
  • Create a list view that depicts total number of created, cancelled and completed projects by user
  • Create a pie chart to show the number of open projects and order them by status

To add, an active activities Dashboard breaks down the many activities (tasks, emails, appointments, etc.) that are being tackled “this month” by all users.

Dashboards in Dynamics CRM act as a tool to provide a fast and easy way to view and communicate business data. It also acts as your homepage upon logging into your environment. Serving as a one stop shop to quickly get a peek at your data, Dashboards allow you to spot trends and monitor valuable metrics, while dynamically updating based on new data that is being derived.  

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General Availability of Microsoft Dynamics CRM 2015: Update 1

Microsoft has announced general availability of its first update for Microsoft Dynamics CRM 2015. The update promises to offer intelligent customer engagement that delivers enhancements. These changes will enable employees to efficiently collaborate across sales, service, and marketing departments, to allow them to better engage with customers. Below, we outline the features which make this update noteworthy:

1. A makeover for Dynamics CRM’s User Interface enables the user to do more with less including ease of navigation through less scrolling and fewer clicks. The new User Interface and navigation bar gives the ability to find information easier and faster.

2. If you're working in a complex form with lots of fields, the new form navigation drop-down list makes it easy to get to just the data you need. Choose the drop-down list next to the form title, and then select the section of the form you want to go to.

3. The new navigation User Interface contains the Recently Viewed Items icon, allowing you to quickly get back to the record you were working with.

4.You can add a logo or change the color scheme to stay in sync with your organization’s theme

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How Much Does ERP Software in the Cloud Cost?

When investing in an Enterprise Resource Planning (ERP) software, cost is always one of the first considerations that comes to mind. According to a study conducted by Software Advice, which helps buyers connect with software vendors, a number of factors come into play which influence the final price of an ERP system.

Number of Users and Customization Requirements

The study points out that larger businesses would typically have more users who need access to the system, requiring more applications and functionality, calling for a higher-priced system.

Customizations can increase the price as some businesses have more specialized processes, and in turn, need specific customizations that will support these.

Deployment Model

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Get Your Head Out of the Clouds: 3 Reasons to Consider Switching to Hosted Microsoft Dynamics GP

Contemplating the security of your company’s data or server backups may make you want to just keep your head in the clouds. When deciding between going hosted or on-premise for your ERP system, there is much to be considered. However, going hosted offers some crucial benefits that cannot be overlooked. Here are the top three reasons why switching to a hosted ERP system is worth the effort:

1. Security

Going hosted means that you no longer need to worry about the state and security of your data. Your hosting provider’s data center can ensure that data is consistently backed up. You can go about your day knowing that you’ll always have access to your data when you need it.

2. Technical Know-How

Securing your data in the cloud and having a hosting vendor means that you can leave all the technical terms to those who know them best. You no longer have to think of “customizations,” “compliance” or “rebooting” and instead, you can focus on the data at hand and performing your day-to-day tasks.

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Steal Tips from a Pro: Customizing Dynamics CRM 2015 Webinar

Join us in part one of a free webinar series on customizing Dynamics CRM 2015! The webinar is tailored for those new to Dynamics CRM who are responsible for the customization and upkeep of their organization’s CRM environment.

The webinar will offer a behind the scenes look at the Customizations area and discuss the different components that make up an entity and how one can interact with each of them. The session will wrap up with a sneak peek of customizations in action.

This webinar will serve as a preview of part two, where attendees can submit questions specific to customizations that will be addressed by the webinar speaker.

Previously, our Dynamics CRM webinars have received extremely positive feedback and proved to have given valuable insights to help during CRM implementations.

Part one of the customization for Dynamics CRM 2015 webinar will be held on Thursday, July 30, 2015, from 11:00-11:30 AM EST.

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WebSan Solutions Inc. Named to 2015 Microsoft Dynamics President’s Club

WebSan Solutions Inc., a silver certified Microsoft Dynamics Partner and the Largest Hosting Provider for Microsoft Dynamics in Canada has been named to the 2015 Microsoft Dynamics President’s Club. This achievement is a direct result of WebSan Solutions Inc.’s outstanding dedication to customer satisfaction through the delivery of innovative business solutions.

The Microsoft Dynamics President’s Club honors high-performing Microsoft Dynamics partners with commitments to customers that are reflected in their business success and growth. This prestigious group represents the top 5 percent of Microsoft Dynamics partners worldwide. Membership is granted based on their continual, committed efforts aimed at offering solutions that meet the needs of their customers.

This acknowledgment came during the Microsoft Worldwide Partner Conference (WPC) 2015, the company’s annual premier partner event, which took place this year in Orlando, Florida. WPC provides Microsoft Corp.’s partner community with the largest opportunity to learn about the company’s road map for the upcoming year, establish connections, share best practices, experience the latest product innovations and learn new skills.

“Each year we recognize and honor Microsoft Dynamics partners from around the world for exemplary performance,” said Neil Holloway, Corporate Vice President, Microsoft Business Solutions Sales & Partners.  “The award-winning partners contribute to the ecosystem and customer businesses alike through their exceptional commitment and expertise.  Microsoft is honored to recognize WebSan Solutions Inc. for their achievements this past year and for their dedication and support of Microsoft Dynamics applications.”

WebSan Solutions Inc. is dedicated to providing customers with the best service and support to accommodate their business needs and further their success, while excelling in customer satisfaction.

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WebSan Solutions Inc. Named to 2015 Microsoft Dynamics President’s Club

Microsoft recognizes WebSan Solutions for commitment to customers.

WebSan Solutions Inc., a silver certified Microsoft Dynamics Partner and the Largest Hosting Provider for Microsoft Dynamics in Canada has been named to the 2015 Microsoft Dynamics President’s Club. This achievement is a direct result of WebSan Solutions Inc.’s outstanding dedication to customer satisfaction through the delivery of innovative business solutions.

The Microsoft Dynamics President’s Club honors high-performing Microsoft Dynamics partners with commitments to customers that are reflected in their business success and growth. This prestigious group represents the top 5 percent of Microsoft Dynamics partners worldwide. Membership is granted based on their continual, committed efforts aimed at offering solutions that meet the needs of their customers.

This acknowledgment came during the Microsoft Worldwide Partner Conference (WPC) 2015, the company’s annual premier partner event, which took place this year in Orlando, Florida. WPC provides Microsoft Corp.’s partner community with the largest opportunity to learn about the company’s road map for the upcoming year, establish connections, share best practices, experience the latest product innovations and learn new skills.

“Each year we recognize and honor Microsoft Dynamics partners from around the world for exemplary performance,” said Neil Holloway, Corporate Vice President, Microsoft Business Solutions Sales & Partners.  “The award-winning partners contribute to the ecosystem and customer businesses alike through their exceptional commitment and expertise.  Microsoft is honored to recognize WebSan Solutions Inc. for their achievements this past year and for their dedication and support of Microsoft Dynamics applications.”

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Unique Ways Companies Use Dynamics CRM: Part 1 -Inventory Management

With over 4.4 million users working at 40,000 companies, Microsoft Dynamics CRM has long been used in a variety of sales, marketing and operational functions. For some, Dynamics CRM serves as an out-of-the-box tool to simplify operations, while others use the software to track client feedback, manage schedules and projects, and collect purchase information.

This series of blog posts will profile different customers’ unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

The first is a company that specializes in managing a loyalty card program and partnering with different retailers to offer students discounts and deals utilizes Dynamics CRM’s Inventory Management. This feature allows the company to use the newly released Rollup fields to create a running total for each product offering that has been sold.

Using the Business Management feature gives the company the ability to populate, change, show or hide a field based on the value of another field. Business Rules enabled the company to dynamically update Quantity on Hand for a product when a replenishment value is entered, while creating a workflow prompts members of the sales team of a reduced Quantity on Hand when a product is sold.

Dynamics CRM continues to benefit the company by giving the sales team a full view of their inventory and manage products on hand.

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Hosted Dynamics GP Is Crucial to Your Business… & Your Peace of Mind Too!

With vacation season nearing, the last thing you want to worry about is the state of your company’s ERP system. Switch your focus to enjoying your downtime instead of thinking about a time consuming month end or gaining a competitive edge. A robust, simple, stand-alone ERP solution like Microsoft Dynamics GP allows you to kick back and relax on your vacation time.

Whether you need to manage your staff’s vacation pay by making changes to Payroll, schedule an advanced Distribution, or want access to Electronic Banking, Dynamics GP is a multi-functional system that’s cost effective, and easily caters to your growing business needs. On top of all that, the Human Resources module in Dynamics GP presents the Vacation Calendar option, which gives the user a calendar view that lists employees that have taken time off for each day.

WebSan Solutions’ hosted Dynamics GP offering gives you access and ownership of your data, and eliminates upkeep with software maintenance, upgrades, and back-ups. Compared to an on-premise offering, hosted Dynamics GP also gives you the option of faster deployment. Moreover, it’s one of the most notable accounting and ERP software solutions on the market today!

To learn more about Dynamics GP and to gain access to additional ERP resources, visit our hosted Dynamics GP page! 

Click here to learn more about Hosted Dynamics GP

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New Features in Updated Dynamics GP and CRM Demos

WebSan Solutions’ Microsoft Dynamics GP and CRM interactive demos help evaluate the two software’s capabilities within minutes and gives an overview of each system’s look, features and functionality. The demos serve to give a preview of the software before deciding to purchase and insight into the additional functionality for those who have experience using the systems. With over 200 downloads, our demos have given businesses an inside look into what Dynamics GP and CRM can offer.

An updated version of our Dynamics GP and CRM demos are now available. The demos’ interactive functionality allow the user to click through and type in data, making for an engaging experience.

The Dynamics GP demo now features common business issues faced such as poor project management and limited project visibility and addresses how Dynamics GP’s modules and functionality can solve these issues.

The Dynamics CRM demo presents new features available in the newly released CRM 2015 version. The demo gives a sneak peek into Dynamics CRM’s top features including Global Search and Nested Quick Create Forms.

Get started and download our free interactive Dynamics GP and CRM demos to see the systems’ capabilities today! 

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WebSan Presents: “Get the 4-1-1 on Dynamics Marketing” Webinar

On Thursday, June 25th, WebSan will present a free webinar to teach attendees how to jumpstart their Marketing efforts using Microsoft Dynamics CRM. The webinar will feature tactics to create and manage Marketing lists, differentiate Quick Campaigns from Campaigns, manage Campaigns from start to finish and use Dashboards to track performance.

The 30-minute webinar will discuss the key components of the Marketing area in CRM, give tips on how to use Marketing lists to create Quick Campaigns, how to manage responses and measure the performance of Marketing efforts.   

Register and don’t miss out on your chance to take part in this new CRM Marketing webinar!

Register for “Get the 4-1-1 on Dynamics Marketing Webinar” on June 25, 11 AM EST

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

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New Features in Microsoft Dynamics GP 2015 R2

Microsoft Dynamics GP 2015 R2 was released in the beginning of June. Set to target small to mid-sized businesses, the release brought in new functionality that was unavailable in previous releases. Here are some notable features that the release offers:

1. Ability to Display Debits Before Credits

Under the account transaction reporting options, the debit column is now displayed before the credit column by default.  This new feature applies to SmartLists, Excel reports, database tables and views where the reports are based on.

2. Email Capability on All Sales Order Document Formats

For any document format, users now have the email option for all Sales Order documents when printing from the Transaction Entry Window, Print Sales Documents window, and Navigation Lists.

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WebSan Offers the “27 Powerful Questions to Ask ERP Providers” Whitepaper

When evaluating an ERP software and choosing a partner that will provide implementation, it’s important to consider how well both can support your organization’s needs. Along with our ERP Assessment, which measures how well an organization is optimizing their ERP software, WebSan’s ERP Whitepaper is a valuable resource that will give insight into ways an organization can benefit from a new ERP system.

The “27 Powerful Questions to Ask ERP Providers Whitepaper” addresses a variety of topics, including possible business opportunities, security and risk, implementation, training and support and scalability. The different sections of the ERP Whitepaper aim to provide information that will give an overview of the ERP software, data ownership, additional resources, tech support, and system updates.  

Download our free ERP Whitepaper and learn how you can improve efficiency and make better business decisions with the right ERP software. When you download our free ERP Whitepaper, you can take our free ERP Assessment and gain access to our Microsoft Dynamics GP and CRM demos! 

Click here to download our free ERP Whitepaper!

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

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Microsoft Ends Windows Server 2003 Support: What You Need to Know to Prepare

Come July 14, Microsoft is set to end support for Microsoft Server 2003. After this date, Microsoft will no longer provide security updates, fixes or online support for Windows Server 2003. Businesses across Canada who choose not to upgrade could leave themselves and their customers exposed to security risks, increased compliance, electronic data loss, hackers and may lose the ability to accept credit cards.

According to Microsoft Canada, big companies would take about 150 to 200 days to upgrade its servers. While migrating to an updated operating system comes with some challenges, the gains would ultimately outweigh the risks that not upgrading would pose to businesses and customers. Businesses should see this as an opportunity to modernize infrastructure or consider hosted options for securing data.

Microsoft Canada suggests that customers can either upgrade and migrate to a new server software (such as Windows Server 2012 R2) or use cloud services which would cost less than a migration, reduce hardware and still provide adequate protection.

For businesses considering hosted services on the cloud, WebSan Solutions offers Microsoft Dynamics GP and CRM which allows for rapid deployment, low total cost of ownership and a robust solution that scales and grows depending on a business’ needs. Reduce the number of days it would take for your business to upgrade by switching to one of WebSan Solutions’ Microsoft Dynamics GP and CRM offerings.

Click here to learn more about Microsoft Dynamics GP and CRM

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WebSan Offers “Fascinating Microsoft Dynamics CRM Tactics That Can Help Your Business Grow” Webinar

On Thursday, May 28th, WebSan will present a webinar that will feature fascinating Microsoft Dynamics CRM Tactics that can help your business grow. The webinar will highlight the sales area, data that will comprise charts, different types of dashboards and tips on how to use visual data to drive your sales process.

The free webinar will discuss valuable concepts and processes such as the business process flow, global search and goal setting. A rundown of timesaving tips to help users make the most efficient use of their resources when navigating through CRM will also be given in this webinar.

Our CRM webinars have been some of our most requested, so register below to reserve your spot and take part in this webinar!

Register for Microsoft Dynamics CRM Tactics Webinar on May 28, 11 AM EST

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

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WebSan Solutions Inc. Expands Office Space to Accommodate Business Growth

 WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider has moved to a new office that offers a bigger and brighter workspace. The new office space will support a significant expansion of WebSan’s team and the growth that the Canadian company is continually experiencing.

The previous office space that the company occupied had limited space which could no longer support the increase in WebSan’s team. As WebSan continues to experience business growth, an expansion in office space was a natural next step to better accommodate the team’s needs and an increase in new clients.   

Over the past year, WebSan has acquired a substantial number of new clients and particularly strengthened its Dynamics CRM practice.

“Our team is excited about expanding our office space to accommodate WebSan’s growth. The new office space will not only allow us to better serve our customers, but also reflects our progression as a company,” said Andrew King, Managing Director of WebSan Solutions Inc. 

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

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The Value of an ERP Assessment

Purchasing ERP software is a major investment for any organization as it is one of the most important technologies used to manage business functions and processes.  For an organization to determine if they are optimizing their ERP software’s capabilities, taking an ERP Assessment will prove to be extremely useful.

An ERP Assessment is used to evaluate the capabilities of an organization’s current ERP system. A valuable ERP Assessment will help determine whether an organization’s team is equipped with the tools and information it needs to function effectively and find out whether or not the organization’s ERP system is meeting the business’s needs.

An ERP Assessment will look into different aspects of the organization, such as system integration, quality of received data, use of Microsoft Excel, budget, and dependence on paper forms and templates.

Understanding how an organization utilizes their ERP system will provide insight into possible opportunities, potential risks, and areas that require improvement.

Take our free ERP Assessment and learn how you can best leverage your ERP software. When you take our free ERP Assessment, you will gain access to our free Dynamics GP and CRM demos and an ERP whitepaper!

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WebSan Offers “Top 5 Features in Microsoft Dynamics CRM 2015” Webinar

Microsoft Dynamics CRM 2015 was designed to address businesses’ needs to collaborate among different divisions and groups within the organization, and to meet the changing needs of their customers. In line with this release, WebSan will offer a “Top 5 Features in Microsoft Dynamics CRM 2015” webinar on Thursday, April 30, 2015 at 11 AM EST.

The free webinar aims to offer attendees insight into the key features introduced and understanding of the advantages of upgrading to Dynamics CRM 2015. Some of the features that will be discussed in the webinar include: global search, calculated and rollup fields, hierarchy visualization and nested quick create forms.

This webinar has been one of our most requested training sessions, so register below to reserve your spot and take part!

Register for “Top 5 Features in Dynamics CRM 2015 webinar” on Apr. 30, 11 AM EST

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

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