22 Oct 2024
Blog, Microsoft Dynamics 365 Business Central, Project Profiles No Comments Permalink

Integrating Microsoft Power Apps Into Dynamics GP To Modernize Invoice Approval Processes for a Construction Materials Supplier

October 22, 2024 No Comments

In the bustling world of concrete and contracting supplies, a prominent supplier recognized they had inefficiencies in their existing invoice approval process. While continuing to rely on Microsoft Dynamics GP for its ERP needs, the supplier was keen on integrating a mobile solution to enhance efficiency.

Previously, the company’s process involved printing paper invoices and having them physically signed at the job site. This was followed by scanning and manually linking the invoices to emails for verification — a notably time-consuming sequence of tasks. Here’s how The TM Group (TMG) helped.

 

The Challenge

The existing manual and time-intensive invoice approval mechanism was a major hurdle, as it lacked the mobility and efficiency needed to manage invoices. It required physical signatures and manual linking of invoices to emails, which not only delayed invoicing, but also increased the potential for human error.

The TM Group proposed a modern workplace solution by integrating the Microsoft Power Apps cloud solution with Dynamics GP on-premises. This integration utilized various tools and applications such as:

Microsoft SQL Server Reporting Services (SSRS).
Liaison Messenger.
eOne Popdock/SmartList Builder.
Microsoft SQL Server custom queries.
Microsoft’s On-premises Data Gateway.
Microsoft Power Apps.
Microsoft Power Automate.
A .NET application built by TMG for timing nightly emails.
Microsoft Exchange Server.

Given that TMG had not previously worked with this exact combination of tools, significant research and development were essential to tailor a solution that would connect the client’s legacy Dynamics GP on-premises system to modern cloud-based workflows using Power Apps.

 

The Solution

The cornerstone of TMG’s solution was the utilization of Microsoft Power Apps to create a custom application specifically designed for the client’s digital signature collection and to streamline their invoice management needs.

This was complemented by the integration of eOne’s SmartList Builder, which facilitated the rendering of data and execution of custom queries within Dynamics GP.

Additionally, TMG developed a tablet application to enable on-site signature collection and order management that functions seamlessly even in areas without data coverage. This application directly feeds data into Dynamics GP, allowing easy users to easily view both signed and unsigned invoices within GP utilizing SmartLists. If a signed invoice needs to be viewed, those invoices are able to be viewed using SQL Server Reporting Services.

The formatting and distribution of invoices with signatures is managed through Microsoft SQL Server Reporting Services (SSRS) and Liaison Messenger. Utilizing the basic contact management capabilities included with Dynamics GP, which stores email addresses within customer cards, invoices are generated through Liaison Messenger and then dispatched through Exchange Server.

While Liaison Messenger inherently provided much of this functionality, TMG had to develop custom-parts of the application to incorporate the captured customer signatures in the automated emails, enhancing the personalization and security of the communications.

 

The Impact

The integration of these technologies transformed the client’s invoice approval process by:

  • Eliminating Tedious Manual Steps: The digital and automated system significantly reduced the time spent processing each invoice.
  • Enhancing Mobility and Accessibility: Company representatives could now manage invoices directly from tablets at job sites, ensuring immediate action and fewer delays.
  • Automating the Invoice Emailing Process: The nightly scheduled emails improved consistency in communications and ensured invoices were sent timely, reducing both time to invoice and the operational load on staff.
  • Boosting Client Satisfaction: Faster processing, less mistakes and automated delivery of invoices led to better client relations and enhanced satisfaction due to the efficiency of the new system.

Through TMG’s innovative use of technology, the client not only modernized its invoice processing, but also aligned its operations with the evolving digital landscape, enabling a new standard in efficiency and client service within the industry.

06 Sep 2024
Blog, Microsoft Dynamics 365 Business Central No Comments Permalink

Transformative Partnership: Tangicloud & TMG Enhancing NFP Financial Management

September 6, 2024 No Comments

We are excited to share our strategic partnership between Tangicloud and The TM Group (TMG), which will allow us to revolutionize our financial management solution offerings for nonprofits, government entities, Community Mental Health organizations, and foundations.

A Comprehensive Collaboration

The TM Group has a rich history of serving nonprofits, foundations, and governmental organizations. In fact, some of our earliest clients were nonprofits when our company was established more than four decades ago. TMG’s deep understanding of the unique challenges faced by these organizations makes us an invaluable resource for the implementation and support of Microsoft Dynamics CRM and ERP solutions. Recently, we have helped many Microsoft Dynamics GP and SL clients transition to the cloud-based Microsoft Dynamics 365 Business Central solution, particularly many of Michigan’s Community Mental Health organizations.

Tangicloud’s Fundamentals, which is based on Microsoft Dynamics 365 Business Central, is meticulously designed to cater to the intricate financial management needs of nonprofits and government agencies. This solution enhances the base accounting functionality included with Business Central, adding features critical to nonprofit and governmental organizations, such as fund accounting, grant management, fund balancing, and stringent budget controls.

Together, TMG and Tangicloud’s solutions will allow organizations to seamlessly integrate advanced financial management tools into their operations, enabling greater transparency, efficiency, and accountability. By leveraging the robust capabilities of Tangicloud’s Fundamentals alongside TMG’s extensive expertise in implementation and support, nonprofits, governmental entities, and Community Mental Health organizations will experience a transformative shift in how they manage their finances. This partnership not only simplifies complex financial processes but also empowers organizations to focus on their core missions, confident that their financial management systems are both reliable and scalable for future growth.

Key Partnership Features

Advanced Financial Management: By combining TMG’s expertise with Tangicloud’s Fundamentals, this partnership offers unparalleled financial management tools that streamline operations and improve financial accuracy across all sectors.

Expert Implementation and Consulting: TMG’s extensive experience ensures that each implementation is perfectly tailored to meet the unique demands of nonprofits, governments, Community Mental Health centers, and family offices.

Ongoing Support and Development: Committed to innovation, both Tangicloud and TMG provide continuous updates and support, ensuring that all clients benefit from the latest technological advancements and compliance with new regulations.

Forward-Looking Statements

Christopher Tepper, TMG Practice Development Executive, commented on the partnership, saying, “Joining forces with Tangicloud allows us to enhance our offerings across multiple sectors, especially in Community Mental Health, where complex funding and reporting requirements make sophisticated financial management tools essential. We are excited to provide our clients with the solutions they need to manage their financial operations with greater ease and effectiveness.”

We look forward to a future where our combined efforts will bring about significant improvements in the way our clients across various sectors manage their financial landscapes.

20 Aug 2024
Project Profile Dyn 365 Business Central (NAV) No Comments Permalink
Software tools facilitate prompt product distribution.
Software tools facilitate prompt product distribution.

A Journey with Cloud ERP: Transforming Automotive Distribution

August 20, 2024 No Comments

A multinational distribution company provides auto manufacturers with the industrial supplies vital to keep assembly lines running. Despite fluctuations in the auto industry, the distributor has expanded its footprint, growing from a main office and warehouse to multiple facilities throughout the Americas.

The TM Group (TMG) had completed this client’s Dynamics SL implementation 20 years earlier, picking up the project when a previous partner had failed to deliver. Now, with Dynamics SL becoming obsolete, the distributor needed a more modern, cloud-based ERP solution. They decided, with TMG’s guidance, to migrate to Dynamics 365 Business Central. The key objectives were to improve operational efficiency through single-source data visibility for stakeholders, and to enable greater process controls between Business Central installations.

The Challenge 

The primary challenge involved transitioning six companies across multiple countries from SL to Business Central. In addition to the key objectives stated above, the client wanted to:

Eliminate the onsite SL server while retaining access to historical SL data.

Improve visibility for customers into item sales data by program lines.

Transition from SL’s robust but dated project tracking and automation abilities to Business Central’s order management and project functionality—not an exact match.

Retain the custom design of printable reports, sales order confirmations and invoices while processing 200 invoices per day.

Track quality controls and corrective action records for various customer and government reporting requirements.

The transition posed logistical hurdles that required meticulous planning and execution. After the switch to Business Central, another challenge arose as the distributor desired to integrate data between D365 CRM and Business Central databases for streamlined reporting and vendor management.

The Solution 

Transitioning from Dynamics SL to Business Central marked a pivotal move for the client. The solution combined Business Central’s key features with various tools and integrations to cater to the client’s different requirements for their multiple companies. It also eliminated most of the extensive customization that had been required with SL.

While Business Central was at the core of the new setup, it was complemented by an array of supporting technologies. Leveraging Microsoft Power BI Data Warehouse and Azure Data Lake empowered the client with strong data analytics capabilities, facilitating informed decision-making and strategic insights. Integration with third parties like CoreIntegrator for document management and SKGlobal’s eBanking further fortified operational efficiencies, while SmartConnect seamlessly bridged Business Central with the customer’s purchase order management system.

The transition encompassed six companies. Over a span of more than two years, a series of projects with distinct go-live dates ensured a phased and meticulous approach to implementation.

For the distributor’s largest company, TMG’s consultants employed a set of standard extraction scripts for SL data migration, allowing us to migrate all purchase orders, sales orders and inventory quantities within three to five days. The migration of this historical SL data into Azure Data Lake ensured continuity and accessibility of vital information.

TMG used SmartConnect to build an integration for their purchase order management solution. Employees can order specific items through this platform. These orders are then processed in Business Central using SmartConnect. Additionally, TMG created an integration to update item availability in the customer’s order management system. The integrations and automations that were once used with SL are now more efficient with Business Central.

Business Central lacks some of the built-in functions that were available in SL. Replacing SL’s Process Manager functionality was a specific requirement, so TMG’s development team built several applications to fulfill this customer’s specific business requirements. One major enhancement TMG made was adapting the jobs entity for a distribution environment, since Business Central Jobs doesn’t include standard warehouse functions like generating shippers and pick lists.

Other enhancements included:

Developed “pick-and-bill” functionality, which allowed workers to walk through the warehouse and pick the items needed to fulfill orders. Immediately, the customer was billed, and inventory quantities were updated. The pick list filters data by program line, availability and sort-by location, which guides workers through the warehouse and avoids the search for items not yet restocked. Although it was a “fill in the gap” solution, this functionality took efficiency a step further since SL had not easily allowed tracking the number of products shipped to individual programs.

Customization of printable reports ensured that report design was carried through to the new system, as requested by the client. TMG also added Azure services on top of Business Central to leverage real-time analysis and scheduling.

Using CoreIntegrator for AP automation and document management transformed the client’s 200-per-day invoice processing. The client can now match invoices against POs by part numbers, quantities and values, with an additional verification step.

Migrating Microsoft Dynamics 365 for Sales (CRM) to the cloud, the client enhanced their ability to track quality controls and meet various reporting needs, including those for government agencies such as OSHA.

The client also had to maintain the Mexican subsidiary as a separate entity in Business Central. Although workflows and reporting requirements vary, the subsidiary’s data easily flows into Azure Data Lake to provide a comprehensive view for consolidated reporting.

The Impact 

The transition from Dynamics SL to Business Central launched a profound transformation within the client’s operations, yielding tangible improvements across various facets of their organizational structure. From streamlined inventory management to enhanced customer relationship management, the switch has permeated every aspect of their operations.

In addition, the strategic selection of Business Central as a scalable ERP solution has positioned the client for sustained growth and adaptability in a dynamic business landscape. The migration to the cloud has not only streamlined operations but has also led to tangible cost savings, allowing the retirement of seven servers.

Furthermore, the transition has afforded the client better visibility into program lines, enabling more tailored reporting capabilities.

If you find yourself in a similar situation, we invite you to connect with The TM Group today. Schedule an appointment with one of our expert consultants to discover how the right platform can drive success.

16 Aug 2024
Blog No Comments Permalink

Elevating Family Office Solutions: New Partnership Between The TM Group and Elysys

August 16, 2024 No Comments

We are thrilled to announce an exciting new partnership between The TM Group (TMG) and Elysys, marking the start of a journey that promises to bring substantial benefits to our family office clients. This collaboration leverages the strengths and expertise of both companies, creating a synergy that will offer unparalleled value to our joint clients.

A Natural Fit

TMG has long been a leader in providing top-tier Microsoft Dynamics CRM and ERP consulting services in the United States. Our deep expertise in evaluating, selecting, and implementing the best Microsoft Dynamics solutions has empowered family office clients and countless other businesses to optimize their operations and achieve their goals. TMG’s more than 40 years of experience in many other industries helps us better serve our family office clients whose operations can widely range from handling the accounting for commercial businesses to charitable foundations as well as tracking investments in art, bonds, stocks, real estate and many other investment categories.

Elysys, who is based in Monaco, excels in delivering unified software solutions specifically tailored for family offices and the financial sector. Their solutions are built into the Microsoft Dynamics 365 Business Central Solution and adds the Wealth, Analytics, Loans, Corporate and Bank Gateway functionality that family offices require to be successful.

By combining Elysys’s robust family office solutions with TMG’s comprehensive Microsoft Dynamics 365 Business Central consulting and development capabilities, we are positioned to offer family offices throughout the United States a more comprehensive approach to managing their complex needs. This partnership is a natural fit.

What This Means for Family Offices

Family offices require sophisticated, reliable, and customized solutions to manage their diverse financial activities. The collaboration between TMG and Elysys will bring the following benefits:

Enhanced Financial Management: Elysys’s solutions, built on Microsoft Dynamics 365 Business Central, are designed to streamline financial operations. Family offices will benefit from advanced wealth management tools, precise analytics, and comprehensive banking gateways, all seamlessly integrated with their existing systems.

Expert Consulting and Implementation: With The TM Group’s extensive experience in Microsoft Dynamics CRM and ERP solutions, family offices can expect expert guidance throughout the entire implementation process. Our team will ensure that Elysys’s solutions are configured to meet the unique needs of each family office, providing a smooth and efficient transition.

Ongoing Support and Development: Both Elysys and The TM Group are committed to continuous improvement and support. This partnership guarantees that family offices will have access to the latest innovations and dedicated support to keep their systems running smoothly and efficiently.

Custom Solutions: Every family office is unique, and this combined expertise allows TMG and Elysys to offer solutions that address each family office’s specific requirements. Whether it’s specialized financial consulting on how to best set up your general ledger, track grants and donations, or how to integrate your accounting system with a hotel management solution, this partnership ensures that each family office receives the personalized attention they deserve. To learn more about a development project we delivered for a family office cleint, read this project profile blog: Elevating Family Office Efficiency With Microsoft Dynamics 365 Business Central Solution.

Looking Ahead

The TM Group and Elysys are united by a shared vision: to empower family offices with the best-in-class tools and services they need to thrive. This partnership marks the beginning of a new era of innovation and excellence in financial management solutions for family offices.

Christopher Tepper, a Family Office Practice Development Executive at The TM Group, expressed his enthusiasm for this collaboration, stating, “This partnership with Elysys represents a significant step forward in our commitment to providing family offices with cutting-edge financial solutions. Together, we are redefining the standards of financial management, ensuring our clients have the tools and support they need to navigate their complex financial landscapes with confidence.”

Both The TM Group and Elysys are excited about the future and look forward to helping family offices navigate their financial landscapes with greater efficiency, accuracy, and confidence. Stay tuned for more updates as we embark on this exciting journey together!

24 Jul 2024
Blog, TM Group News No Comments Permalink

For The 20th Consecutive Year, TMG On Both VAR 100 and Top 100 VARs Lists

July 24, 2024 No Comments

We are thrilled to announce that The TM Group (TMG) has been recognized as a leader in the industry for the 20th consecutive year by inclusion in both the Accounting Today’s VAR 100 and Bob Scott’s Top 100 VARs lists for 2024. This prestigious recognition underscores our commitment to excellence and our position as a top performer in the field of ERP solutions.

Accounting Today’s VAR 100 highlights the top resellers in the accounting software industry, showcasing firms that have excelled in providing exemplary service and innovative solutions to clients nationwide. TMG’s inclusion in this esteemed list reaffirms our dedication to delivering cutting-edge ERP implementations and superior customer service.

Similarly, Bob Scott’s Top 100 VARs list recognizes outstanding VARs in the ERP space, acknowledging firms that have demonstrated exceptional growth, industry leadership, and a commitment to advancing technology solutions for businesses of all sizes. TMG is honored to be part of this prestigious group, reflecting our ongoing efforts to drive digital transformation and business success through ERP solutions tailored to our customers’ needs.

“These recognitions are a testament to the hard work and dedication of our team, as well as the trust and support of our valued clients,” said Judy Thomas, President at TMG. “We remain committed to delivering excellence in ERP implementation and customer service, empowering businesses to thrive in a rapidly evolving digital landscape.”

As we celebrate these achievements, we extend our heartfelt thanks to our clients, partners, and team members whose unwavering support has made these accolades possible. We look forward to continuing our journey of innovation and excellence, helping businesses achieve their goals through Microsoft Dynamics ERP solutions.

16 Jul 2024
Blog, ERP, ERP Implementation Tips, Microsoft Dynamics 365 Business Central No Comments Permalink
ERP Accounting

Your Ultimate Guide to ERP Implementation

July 16, 2024 No Comments

Implementing enterprise resource planning (ERP) software in your business can unlock transformative potential. However, covering the needs of all departments, from manufacturing to sales, while still coping with the process weaknesses of your day-to-day operations can be a challenge. Whether you choose a cloud ERP or an on-premises solution, the implementation process demands strategic planning.

You must recognize that it’s more than just accounting software—it’s an integral step toward streamlining your operations and positioning your business for growth. As you navigate the complexities of integrating this system into your company’s fabric, having a trusted ERP implementation partner is key. They provide necessary guidance and support, ensuring the software aligns with your business objectives and processes.

A successful implementation hinges on meticulous execution. Unlike routine software upgrades, an ERP implementation process requires a holistic approach to adopt a company-wide change. Let’s discuss what to look for in your ERP partner and implementation process to identify new opportunities within your operations.

 

Things to Consider

When planning an ERP implementation strategy, your business needs are paramount. Assessing your organization’s requirements will guide you in choosing between a cloud-based or an on-premises ERP system.

Cloud-Based ERP: Offers scalability and flexibility at lower total cost of ownership. If keeping your systems up to date and secure is a concern, consider switching to the cloud where the software provider manages updates and upgrades.

On-Premises ERP: Necessary if your organization prioritizes direct control over their systems and data, but be aware that you will have to plan for the necessary ongoing infrastructure upkeep.

As your business functions evolve, your ERP solution should grow with you. Consider not only your current state but also where you aim to be in the next 5 to 10 years.

Regarding the search for ERP vendors, differentiate them not only by the features they offer but also by their ability to meet your business’s unique needs. An effective partnership with the right vendor will significantly influence the success of your ERP project.

Finally, if you are currently working with legacy systems like Microsoft Dynamics GP, SL and NAV, understand that the scope of transitioning them into your new ERP solution is more like a new system implementation than an upgrade to your existing systems. Plan and budget accordingly to avoid business disruptions.

At each decision point, you and your implementation partner must maintain a clear vision for the ERP’s role within your business context. With proper groundwork, your ERP system will serve as a robust foundation for your organization’s operations and growth initiatives.

 

Planning a Tailored Implementation Phase

The next step, the planning phase, lets you tailor the implementation approach to your specific business needs. A strategic implementation plan is your roadmap to a successful deployment and should align with current business objectives and setup.

Preparing Your Roadmap

Assessment: Begin by evaluating your business processes and identifying the need for an ERP system.

Goal Definition: Establish clear objectives for what you want to achieve with your ERP.

Vendor Evaluation: Choose a vendor whose ERP solution aligns with your business requirements.

Implementing Your Plan

Resource Allocation: Ensure you have the necessary resources, both human and financial.

Project Management: Assign a competent internal project manager to oversee the implementation process who will work closely with your partner’s project manager.

Configuration: Tailor the ERP solution to your operational needs without altering core functionalities.

Customization: If necessary, customize features to fit your unique business processes.

Preparation and Data Migration: Prepare your team for change and migrate data carefully to the new system.

Testing: Conduct thorough testing of the system with real-world scenarios.

Training: Implement a training plan to familiarize your staff with the new system.

Go-Live: Execute the transition to the new ERP system and provide immediate support for any issues.

Post-Implementation

Maintenance and Support: Plan for ongoing maintenance and user support to ensure the ERP system continues to perform optimally. If you implement a cloud-based ERP solution, this step becomes much easier since updates are applied automatically by the provider.

By following a comprehensive implementation timeline and considering these important factors, you’ll set the stage for a smooth transition and long-term success with your ERP system.

 

Draft a Data Migration Plan

Before embarking on the data migration journey of your ERP implementation, consider the entire scope of your business processes to ensure a smooth transition. Careful planning and execution will maintain data integrity and align with your company’s operational needs.

Designing a Migration Framework

Your first priority is to design a migration framework that comprehensively maps out each business process within your organization. A framework ensures that no data gets overlooked during migration. You should engage stakeholders from every department to provide input on the unique requirements of their data. Identify what data resides in your legacy systems and outline a plan that segments data migration into clear, actionable stages.

In the framework, create detailed migration roadmaps for each business unit, specifying which data sets are to be migrated, the sequence of migration and who will be responsible for each phase. You may use tables to visually organize data entities, sources, targets and key contacts involved in the migration.

Ensuring Data Accuracy and Integrity

Data accuracy and integrity are paramount during the migration process. To ensure the migrated data remains accurate and integral, you need to implement data validation and testing protocols. Start by assessing data quality against predefined standards and clean up any inconsistencies or duplicates.

Checklists are helpful for data validation and for applying a consistent and rigorous approach to quality assurance. To detect potential issues early in the process, regularly test the migrated data at various stages with sample data sets. It’s vital to also take into account how migrated data will be managed post-migration for ongoing accuracy.

Keep stakeholders engaged throughout the testing phase and solicit their feedback to affirm data fidelity. Remember, the credibility of your ERP system post-migration rests on the reliability of the data it houses.

 

Customizing Your New ERP Solution

Before diving into the specific aspects of customizing your ERP system, understand that the ultimate goal is to align the software with your unique business processes. To do so will involve adapting the solution to fit your operational workflows and configuring it to empower your users’ responsibilities.

Adapting ERP to Business Workflows

When customizing your ERP system, you’ll need to conduct a needs assessment to distinguish which of your business workflows can be managed by the ERP’s standard features and which may require additional third-party integrations. This step is crucial in shaping an ERP solution that seamlessly integrates with your ongoing business dynamics. Tailoring the ERP solution to accommodate business processes will often necessitate minor tweaks or sometimes expansive customizations to reflect the realities of your company’s practices.

Configuring Modules and User Roles

Adjusting your ERP system hinges on configuring modules and user roles. Each business unit within your organization might require different modules tailored to its operational needs.

Your sales department might need customization for a CRM module to better manage a complex sales process. In those scenarios, Microsoft Dynamics CRM could be a fitting example to follow. Additionally, defining user roles ensures that the right people have the right level of access and capabilities within the system. It often involves creating role hierarchies, setting permissions and enabling data access that aligns with each employee’s job function and expertise.

The last step to harnessing the full potential of your ERP system is ensuring that employees are adequately trained on these custom workflows and processes. Providing comprehensive training will smooth the transition and bolster user adoption rates. Doing so will establish a competent user base right from the launch.

 

Strategic ERP Integration for All Managed Services

Effective ERP integration is critical for the seamless operation of your business services. A strategic approach ensures that your system aligns with the current IT infrastructure and interacts efficiently with all stakeholders throughout the deployment process.

Integrating With Existing IT Infrastructure

You should start by assessing your current IT infrastructure for compatibility issues. The goal is to integrate the ERP system in such a way that it complements and enhances your business applications, like CRM or eCommerce systems. You or your partner can use APIs for a seamless data exchange and to extend functionality to meet specific needs. This integration not only provides real-time applications but also maintains the integrity and accessibility of your business data across platforms.

Coordinating Deployment With Stakeholders

For a successful deployment, it’s essential to involve all stakeholders, from your project team to the service users. Detailed planning and clear communication are paramount. You’ll want to set realistic expectations, define precise roles and ensure all parties are informed at each stage of the deployment process. Coordination with stakeholders facilitates a shared vision and commitment to agreed-upon key performance indicators (KPIs).

 

Avoid ERP Implementation Failure

Ensuring the success of your ERP implementation hinges on thorough testing and effective change management. These practices not only verify system integrity but also foster user adoption.

Conducting Thorough System Testing

Testing is not just a phase—it’s the most important part of quality assurance for your ERP system. Start with system testing to confirm every module works as intended. It is critical to run through real-world scenarios that reflect your business processes. By doing so, you ensure that all technical functionalities are aligned with your operational requirements.

The goal is to identify and address any issues that could undermine the integrity of the new system. Consider employing technical services to comply with any hardware, connectivity and security requirements and to configure a robust testing environment.

To conduct effective system testing:

Plan: Define the scope and objectives clearly.

Execute: Test each module individually and then as part of the integrated system.

Evaluate: Assess the results against expected outcomes.

Refine: Make adjustments based on feedback.

Enacting Change Management for User Acceptance

Change management supports your organization in preparing for the transition. It involves strategic planning and communication to ease resistance to the new system.

By actively engaging users in the user acceptance testing phase, you address concerns and gather valuable feedback that can improve user experience. This phase is crucial as it transitions from a testing environment to real-world use, setting the tone for how well the system will be received.

Effective change management includes:

Communication: Keep stakeholders informed and involved.

Training: Equip users with the necessary skills and knowledge.

Support: Provide resources to help users adapt to the system.

Monitor: Keep an eye on performance metrics and be ready to intervene.

By conducting comprehensive system testing and implementing change management strategies, you set a firm foundation for a successful ERP implementation.

 

Rely on a Trusted Implementation Partner

A software implementation project can be challenging, especially while you’re taking care of daily operations. That’s why collaborating with a trusted ERP partner experienced in your industry and the right software tools is invaluable for business success. A skilled ERP project manager not only brings expertise in the specific software tools but also a profound understanding of project management and the capability to navigate any potential challenges.

Selecting Your Partner: Your chosen partner should have a proven track record in delivering successful projects. They should offer more than just technical know-how; they must understand your industry and business processes to tailor the ERP selection and customization to your needs.

Experience: Look for partners with extensive experience and published profiles of their projects.

Approach: They should have a methodical implementation approach, ensuring all phases are completed to high standards and without ERP implementation delays.

Project Management: A good implementation partner will assign a dedicated project manager to your project. This individual will be the primary contact point, coordinating between your team, the vendor and their own implementation team. Your project manager should be adept at planning to avoid common pitfalls and have solid leadership skills.

Vendor Relationships: A strong relationship between your partner and ERP vendors is essential for a smooth implementation. These relationships facilitate better communication and faster resolution of technical issues that may arise.

Certified: Vendors often certify partners who demonstrate a high level of competence.

Trustworthy: Good partners maintain good vendor relationships.

Ongoing Support: Post-implementation ERP support is key. A good partner will extend their service beyond the go-live phase.

Training: Make sure your partner provides training to ensure your staff are competent users.

Support: Inquire if the partner provides both on-site and remote support when necessary.

By choosing a trusted ERP implementation partner, you can navigate the complexities of ERP systems more effectively, minimizing disruptions in your business processes and ensuring a smoother transition to new systems.

 

Adjust Your Timeline

When implementing an ERP system, plan for ample training time to help ensure user adoption. Such preparation enables your employees to fully embrace and use the new system effectively.

Before Rollout

Plan: Develop a comprehensive training plan suited to the diverse needs of your employees. Your HR department can play a critical role in identifying the different learning styles of your staff and requirements across the organization.

Train: Begin training well before the ERP go-live date to provide a solid foundation for your teams.

After Rollout

Ongoing Support: This lets your team maintain momentum. It reinforces the training and provides aid where needed. Establish support channels such as help desks or peer support groups to further embed your training investment.

Storytelling: Encourage users to share feedback and use it to improve the training, support processes and even possible enhancements to your systems and processes.

Consistent Reinforcement

Continuing Process: Reinforcement through repeated sessions helps solidify the knowledge and skills necessary to navigate the new ERP system.

User Adoption: Highlight success stories to improve user adoption. They can be powerful motivators for teams still adjusting to the new system that can enhance enthusiasm and encourage use of the new system.

Adjust your timeline to accommodate these phases. By doing so, you give your employees a reasonable period to adapt, reducing resistance and promoting positive reception of the new ERP system.

 

Define the Right KPIs

To ensure the success of your ERP implementation, it’s best to define and measure the right KPIs. These metrics will give you insight into your system’s efficiency and return on investment, guiding you toward a more successful implementation.

Establishing Key Performance Indicators

When introducing an ERP system, your primary focus should be on establishing KPIs that align with your business objectives. Start by selecting KPIs that reflect process efficiency, such as cycle time reduction and inventory turnover. Monitor the ROI by measuring cost savings and revenue increase post-implementation.

Ensure your KPIs are SMART (specific, measurable, attainable, relevant and time-bound) for accurate reporting and analysis. Effective ERP systems can potentially integrate with artificial intelligence to further enhance these metrics.

Reviewing and Adjusting for Continuous Improvement

Your job continues beyond the establishment of KPIs; regular review and adjustment of these metrics are essential for continuous improvement. Analyze your KPI data periodically to identify any discrepancies or areas for optimization. This review process will help you adjust your strategies and achieve the desired outcomes from your ERP system. Use these insights to modify your processes for peak performance.

Understanding the interplay between ERP, CRM and other business critical systems can be pivotal to achieving overall business success as it impacts KPIs related to customer satisfaction and sales performance (discussed in this comparison of ERP and CRM systems).

 

Need Help With Your ERP Project?

Your ERP solution is a cornerstone in the foundation of your organizational growth. It should align with your strategic goals and provide the necessary tools to monitor performance. The TM Group has decades of experience in guiding clients through the implementation of ERP and CRM solutions. To find out how we can assist your organization with an ERP implementation, reach out today to our expert team.

08 Feb 2024
Blog, TM Group News No Comments Permalink

The TM Group Recognized for the 14th Year in Bob Scott’s VAR Star for Outstanding Performance in ERP Solutions

February 8, 2024 No Comments

The TM Group (TMG) is thrilled to announce its selection as one of Bob Scott’s VAR Stars for 2023. This prestigious recognition underscores The TM Group’s commitment to excellence in delivering top-notch consulting and development services to businesses seeking transformative with Microsoft’s Dynamics CRM and ERP applications.

Bob Scott’s VAR Stars is an annual recognition that honors high-performing Value-Added Resellers (VARs) in the Enterprise Resource Planning (ERP) space. The selection process is rigorous and focuses on VARs that have demonstrated exceptional expertise, customer satisfaction, and a profound impact on their clients’ business operations. “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.

TMG’s inclusion in the VAR Stars list for the 14th consecutive year is a testament to its unwavering dedication to providing clients with tailored ERP solutions that drive efficiency, enhance productivity, and contribute to overall business success. “Our comprehensive approach to ERP implementation and support ensures that clients not only choose the right technology, but they also receive the professional services required to achieve their unique business goals,” explains TMG President Judy Thomas.

Picking the right VAR, especially in the complex landscape of ERP solutions, is crucial for businesses aiming to stay competitive and agile in today’s rapidly evolving market. TMG stands out as a trusted partner that goes beyond traditional VAR services. With a team of highly skilled professionals and a client-centric approach, TMG collaborates closely with clients to understand their specific needs, customize solutions, and provide ongoing support for sustained success.

“In the expansive marketplace of ERP solutions, choosing the right partner is pivotal for businesses,” further explains Judy Thomas. “We are proud to be the partner of choice for organizations seeking transformative and future-ready CRM & ERP solutions and we congratulate our team of amazing talented individuals for helping to achieve this recognition”

As businesses continue to navigate the complexities of digital transformation, The TM Group remains committed to empowering clients with innovative business solutions that drive growth and enhance operational efficiency.

About The TM Group:

The TM Group (TMG) is a Microsoft Dynamics partner and trusted advisor to hundreds of clients helping them achieve efficiency, increase productivity and provide clarity to their business KPIs.  As a Gold Microsoft Partner, The TM Group leverages its more than 40 years of award-winning experience to help clients with implementation and support of enterprise resource planning (ERP), customer relationship management (CRM) and business intelligence solutions including Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Service, Microsoft Dynamics 365 Marketing, Microsoft Dynamics GP and Microsoft Dynamics SL in a wide variety of industries. TMG has offices in Farmington Hills and Grand Rapids, Michigan as well as South Bend, Indiana and Columbus, Ohio. TMG serves hundreds of clients throughout North America and internationally.

About Bob Scott

Bob Scott has been informing and entertaining the mid-market financial software community via his email newsletters for 23 years. He has published this information via the ERP Global Insights (formerly Bob Scott’s Insights) newsletter and website since 2009. He has covered this market for more than 30 years through print and electronic publications, first as technology editor of Accounting Today and then as the Editor of Accounting Technology from 1997 through 2009. He has covered the traditional tax and accounting profession during the same time and has continued to address that market as executive editor of the Progressive Accountant since 2009.

 

 

 

01 Feb 2024
Blog, TM Group News No Comments Permalink

Unveiling Tomorrow’s Dynamics: Join Us at The TM Group’s Vision 2024 Microsoft Dynamics Client Conference!

February 1, 2024 No Comments

Mark your calendars because something extraordinary is happening on Tuesday, May 21st, at the Vistatech Center in Livonia, Michigan – The TM Group’s Vision 2024 Microsoft Dynamics Client Conference! We’re turning the spotlight on the future of Microsoft Dynamics, and you’re invited to be a part of this transformative experience. 

Event Details: 

Date: May 21st, 2024 

Location: Vistatech Center, Livonia, Michigan 

Registration Link: https://www.tmgroupinc.com/vision-2024-tuesday-may-21st-registration-form/ 

Who Should Attend: 

Anyone from an organization that uses the following: 

Microsoft Dynamics 365 Business Central 

Microsoft Dynamics 365 Sales, Service, or Marketing 

Microsoft Dynamics GP, SL, NAV

What to Expect: 

  1. General Sessions for All Dynamics Enthusiasts:

In our Future Directions session, our consultants will explore the limitless possibilities of business management with Microsoft Dynamics 365 Business Central Copilot AI, Power Platform, & CRM applications. They will show an example of how to seamlessly integrate artificial intelligence, low-code app development, and robust customer relationship management with Business Central to streamline operations, gain actionable insights, and empower your team. This session is designed to inspire you to elevate your business to new heights by harnessing the collective power of these cutting-edge technologies, revolutionizing the way you operate, make decisions, and engage with your customers. Transform data into intelligence, actions into results, and aspirations into achievements with the dynamic synergy of Business Central Copilot AI, Power Platform, & CRM. 

  1. Real-World Insights from Client Panel:

This compelling session is where real-world success stories come to life. Our client panel, comprised of dynamic organizations leveraging Microsoft Dynamics CRM and ERP solutions, will share firsthand insights into how these technologies have become indispensable in driving their success. From navigating challenges to capitalizing on opportunities, this session offers a detailed view into the transformative power of Dynamics CRM and ERP solutions. Don’t miss this opportunity to learn from the experiences of those who have integrated these tools into their operations, propelling their businesses to new heights. Gain practical wisdom and strategic insights that you can apply directly to your own Dynamics journey directly from those who have walked the path. 

  1. Eleven Breakout Sessions by Our Expert Staff:

These sessions are designed for you to learn how to gain efficiency and better insights that propel your organization forward. You will become a Dynamics virtuoso in the Tips & Tricks sessions that will unlock the full potential of the platform with insider expertise. These sessions are designed to provide practical insights and strategic guidance, ensuring you leave armed with the tools and knowledge to excel in your Dynamics journey. Don’t miss the chance to sharpen your skills and revolutionize your approach to business solutions. 

  1. The Transformative Journey – A Session for Those Contemplating a Transition to Business Central

We have designed this session specifically for those contemplating the leap from on-premises solutions, such as Microsoft Dynamics GP, SL, or NAV, to the dynamic cloud environment of Microsoft Dynamics 365 Business Central. It offers a comprehensive roadmap exploring the benefits, challenges, and strategic considerations associated with migrating to the cloud for a seamless transition. Dive into real-world case studies, expert insights, and proven methodologies that will empower you to navigate this crucial transition with confidence. Whether you’re exploring the possibilities or actively planning your move, this session is your guide to unlocking the full potential of Microsoft Dynamics 365 Business Central in the cloud. 

  1. Sponsor Showcase – Explore the Best Add-Ons:

Engage with our sponsors in a 45-minute showcase featuring 25 of our most popular add-ons for Microsoft Dynamics solutions. We have assembled a curated collection of cutting-edge tools and enhancements designed to supercharge your Dynamics solution. From innovative workflow accelerators to advanced analytics solutions, each showcase exhibit unveils a realm of possibilities that seamlessly integrate with your Dynamics environment. Engage directly with our sponsors and discover how these add-ons can revolutionize the way you leverage Microsoft Dynamics in your business.  

Why Attend: 

Attending TM Group’s Vision Conference is an unforgettable experience with educational opportunities abound. You can equip yourself with the latest Microsoft Dynamics knowledge through specialized sessions tailored to your needs. We host this Vision Conference so you can stay ahead of the curve by gaining a sneak peek into the future of Microsoft Dynamics, ensuring you’re well-prepared for what lies ahead. Walk away with practical takeaways and strategies gleaned from real-world examples of what your peers are doing with their Dynamics system. Don’t miss this chance to immerse yourself in a world of innovation, learning, and practical application. See you at the conference where the future of Microsoft Dynamics awaits! 

How to Register: 

Spaces are limited, so don’t miss out on this unique opportunity to shape your Dynamics journey. To secure your spot and register for sessions, visit: https://www.tmgroupinc.com/vision-2024-tuesday-may-21st-registration-form/ 

30 Jan 2024
Blog, Microsoft Dynamics GP No Comments Permalink

Microsoft Dynamics GP End of Life: Support To Continue Beyond 2028

January 30, 2024 No Comments

If you’ve heard about Microsoft’s April 2023 announcement to stop sales for new licenses of Dynamics GP in 2025, you’re probably wondering what it all means for your business. For now, there’s no need to worry, but as a trusted Microsoft Partner for countless enterprises, we’ll help you make the right decision to future-proof your setup for years to come. 

 

What Exactly Did the Microsoft Dynamics GP Announcement Entail? 

Most businesses are moving to the cloud. Consequently, Microsoft launched their Dynamics 365 cloud CRM and ERP solutions. Their on-premises Dynamics GP and SL solutions are not being released as cloud solutions and instead are being sunset over several years. Moving forward, Microsoft will sell only two ERP cloud solutions to new customers; Microsoft Dynamics 365 Business Central for small to mid-market companies and Microsoft Dynamics 365 Finance and Operations for large, enterprise organizations.  

As a result, new Microsoft Dynamics GP licenses will cease by April 2025. While Microsoft will stop selling licenses, it’ll continue supporting Dynamics GP until at least 2028, and probably beyond that year.  

Here’s what the end of support by version looks like in more detail: 

Date  Event 
Apr 10, 2018  Mainstream support ended for GP 2013 (R2) 
Apr 14, 2020  Mainstream support ended for GP 2015 (R2) 
Jul 13, 2021  Mainstream support ended for GP 2016 (R2) 
Jan 10, 2023  Mainstream support ended for GP 2018 (R2) 
Apr 11, 2023  Extended support ended for GP 2013 (R2) 
Oct 2023  Price increase for subscription and maintenance plan percentage increases 
Apr 1, 2025  No more perpetual license sales for Dynamics GP to new customers; limited to subscription only. Existing GP Customers wll still be able to add new users.  
Apr 8, 2025  Extended support ends for GP 2015 (R2) 
Apr 2026  No more subscription sales for Dynamics GP to new customers. Existing GP customers will still be able to add users. 
Jul 14, 2026  Extended support ends for GP 2016 (R2) 
Jan 11, 2028  Extended support ends for GP 2018 (R2) 
Beyond 2028  Support for Dynamics GP continues beyond this date 

Microsoft is fully aware of the countless businesses running on their software, and as a result, they won’t force you to adopt a new solution in just a few months. Whether you prefer to stay with Dynamics GP or think about migrating to Microsoft Dynamics 365 Business Central, both will work fine for now. However, you should keep in mind that, despite annual security updates, Dynamics GP will slowly be phasing out, which will likely make Microsoft Dynamics 365 Business Central an increasingly attractive option as time moves on for clients. 

New customers can still purchase a perpetual license for Dynamics GP on-premises solution until April 2024, but you should keep in mind that Microsoft Dynamics 365 Business Central doesn’t force you to invest in physical infrastructure and will be receiving more regular updates and enhancements down the road. If you don’t want a cloud solution, you can also implement Business Central as an on-premises solution, although you’ll need to also buy your own server and have the system updates installed yourself or by your partner. Either way, Business Central provides a more modern and cloud friendly solution. 

 

What Are Your Options as an Active Dynamics GP Client? 

As you can gather from the table above, there’s no need to panic about your existing Dynamics GP license. You’ll still be able to use it and receive regular updates, at least until 2028. However, it’s also clear from that timeline that extended support is slowly running out — so if you value an up-to-date, modern solution, this may be an opportune time to switch to Business Central. 

Before you actually make the jump to Business Central, The TM Group is happy to help evaluate Business Central for your business to see if it suits your business needs. We are also happy to provide a free transition assessment and project roadmap. Here are some options to migrating your GP on-premises system to the cloud. 

 

Move to Microsoft Dynamics 365 Business Central 

Switching to Microsoft Dynamics 365 Business Central provides current Dynamics GP customers an easy cloud solution that’s less prone to security breaches and configuration errors. You may have your reservations about storing your company data on another organization’s servers, but doing so with Microsoft lets you access files from anywhere without complicated virtual private networks and remote desktop server setups. Not to mention, once you’ve got everything migrated to the Microsoft cloud, staying up to date with update cycles will no longer require consultants for upgrade projects. Even now, BC already offers a more modern user interface, rich functionality and more business flexibility, and it’ll only grow more capable and reliable with future updates that you’ll never get staying on Dynamics GP. 

Switch to Dynamics 365 Finance and Operations 

You may have found that your large, multinational enterprise has grown past both Dynamics GP and Business Central’s capabilities, in which case it can make sense to transition to Microsoft Dynamics 365 Finance and Operations. For most GP customers, Business Central has more than enough ERP capabilities and is also cheaper and easier to implement than Dynamics 365 Finance and Operations. The TM Group can help you assess if transitioning from Dynamics GP to Microsoft Dynamics 365 Business Central of Finance and Operations makes more business sense. 

Move to a Cloud-Hosted GP system 

If you don’t want to transition from Dynamics GP yet, but would also like to benefit from the security and ease of use a cloud solution can provide, the switch to BC isn’t your only option. Njevity’s Power GP Online is a cloud-hosted Dynamics GP solution that can allow you to embrace the cloud and continue to use GP as well as keeping maintenance and upgrade costs low. For those ready to embrace the cloud but wanting to continue to use GP, we partner with Njevity’s PowerGP Online, a provider of hacker-tested and audit-compliant cloud solutions for Dynamics GP. 

 

Talk to an Expert To Start Planning Your Dynamics GP Transition 

Here at TMG, we proudly look back at decades of experience implementing Microsoft Dynamics GP for many clients in a diverse array of industries. If you’re still undecided about which future path to take with your Dynamics GP solution, we’ll gladly assist you in developing a technology roadmap for your specific business model and technical needs. 

While there’s no need to panic about Dynamics GP’s end of life, there’s also no reason to miss out on better opportunities. Reach out to our expert team today to learn more about the right one for your enterprise. 

23 Jan 2024
Microsoft Dynamics 365 Business Central, Project Profile Dyn 365 Business Central (NAV) No Comments Permalink

Elevating Family Office Efficiency With Microsoft Dynamics 365 Business Central Solution

January 23, 2024 No Comments

The Client

A well-established single-family office (SFO) faced significant challenges in modernizing their accounting and data management systems. Previously utilizing Dynamics SL, they sought a cloud-based, next-generation solution that would offer enhanced data access and reporting capabilities while giving them the flexibility needed to map their business processes.

 

The Challenge

The client’s existing system, Dynamics SL, was nearing its end of life. The organization grappled with numerous manual accounting and reporting processes, making data consolidation for management decision making both time-consuming and inefficient. A significant pain point was their expense approval process, which was not integrated with their ERP system and involved a complex multi-level, multi-approval setup involving multiple stakeholders.

Additionally, manually scanning and processing invoices and managing over 100 bank accounts was incredibly time-intensive. The family also owned a lodge, for which invoicing was done inefficiently through Excel and Word templates, posing challenges in tracking and efficiency.

 

The Solution

The TM Group recommended Microsoft Dynamics 365 Business Central, complemented by several third-party applications and some custom development to address these challenges. Binary Stream’s Multi-Entity Management was included in the project to manage multiple entities within the same Business Central instance, effectively reducing the complexity of handling hundreds of separate ones.

To address the need for GAAP-style reports and manage consolidated financial reporting for over 100 entities, the TM Group team implemented Solver for Business Central. This provided a robust CPM platform for better and faster decision making through streamlined forecasting, budgeting, reporting and analysis.

For enhanced bank account management, TMG implemented an application to import transactions for the numerous bank accounts using a BAI file, automating bank account reconciliations. Microsoft Power Automate was then set up to facilitate the approval process by sending emails for stakeholder approvals outside of Business Central users, which could then be approved or rejected with a single click. Additionally, TMG developed a custom payment dashboard and check format writing application within the Business Central application, allowing for consolidated payables batches across multiple bank accounts.

 

The Results

Transitioning to Microsoft Dynamics 365 Business Central with The TM Group’s expertise brought the client numerous benefits.

 1. Invoicing efficiency: By bringing their lodge invoicing into Business Central, the SFO ensured up-to-date billing information and invoice formatting consistency, benefiting directly from the ERP system’s capabilities.
 2. Banking management: The TMG-developed payment dashboard automated and streamlined reporting across more than 100 bank accounts, saving significant time and effort. The process of sending positive pay files to various banks was also simplified and automated, enhancing efficiency.
 3. Payables process management: Through Microsoft Power Automate and TMG’s custom development, the SFO could better manage their payables process, catering to both family members and business stakeholders.
 4. Customized approval process: TMG configured an extensive approval process within Business Central, combining core Business Central programming and Power Automate. This system was tailored to the family’s unique requirements, allowing their need for complex approval rules.
 5. Enhanced invoice processing: The introduction of a “purchase invoice inbox” based on multi-entity management dimensions streamlined the approval process by making it easier to attach scanned documents and key information faster for their legal entities.
 6. Financial consolidation: The Solver implementation offered significant benefits in financial consolidations, simplifying the complex task of managing financials across their numerous entities. This also allowed the client to combine the reporting for two different MEM profiles which had different fiscal calendars.
 7. Ownership profiles: TMG is planning a future phase to create Solver data warehouse trees to track the constantly changing multi-layered ownership percentages, determining access rights for accountants and family members based on responsibilities and partial ownership.

Through these solutions the SFO not only transitioned from an old, on-premise accounting system to a more advanced, cloud-based ERP system but also significantly improved their operational efficiency and decision-making capabilities.

Rooted in a rich history of guiding SFOs and numerous other organizations across a diverse range of industries, The TM Group stands as a beacon of excellence in implementing intelligent business solutions especially for family offices. Our expertise empowers businesses to operate at peak performance.

Reach out to our expert team to discover how we can elevate your business to new heights.