Assessment and Management Consulting Firm with a Strong Focus on Technology

Assessment and Management Consulting Firm with a Strong Focus on TechnologyAssessment and Management Consulting Firm with a Strong Focus on TechnologyAssessment and Management Consulting Firm with a Strong Focus on Technology

"They must realize that even if ERP doesn't manage these functions as well as what they had, the benfit to the organization of having a single system of record outweighs the inconvenience of a less capable system"

-Jim Shepherd

Dynamics GP Consulting

Consulting Services

We are not a Dynamics GP VAR (Value Added Reseller). We view ourselves as an extension to your internal team. We are not interested in replacing your VAR but we will become your liaison to them. We enhance your internal knowledge without the overhead of a full time resource with part time work. We have an extensive history working both at client locations and for various VARs doing Sales, Consulting and Management. We understand how to get you the most return for your dollar while utilizing the VAR only where necessary.

Implementations

With more than two dozen successful implementations we understand the struggles you will go through and the stress your team will face. We can be another set of hands to help you through this process. To ensure success you need to have a strong internal presence from start to finish on an implementation project. We are that piece for you!

Upgrades

Having completed more than 100 Dynamics GP Upgrades we have fine tuned the process to minimize direct impact on the live environment. We have experience with single jump and multiple jump upgrades. In addition to to upgrading Core GP we can also help with reporting upgrades and most ISVs as well.

Data Maintenance

The data structure that supports Dynamics GP behind the scenes can be overwhelming and complicated. We have spent years learning and mastering the structure. Although it may feel convoluted it's really not that bad. We understand how to manage the data between the ten groupings of data:

  1. Master Tables
  2. Work Tables (Unposted Transaction Data)
  3. Open Tables (Open Posted Transaction Data)
  4. History Tables (Historical Posted Transaction Data)
  5. Setup Tables
  6. Temp Tables
  7. Relation Tables
  8. Report Options Tables
  9. Posting Journal Reprint Tables
  10. Random Tables

Additionally we advocate for and have extensive experience running data maintenance. Check Links and Reconcile are essential to keeping your data, your system and ultimately your financial statements clean.

Report Writing

One of the most requested services is report writing. There are a multitude of tools typically used for specific reporting purposes. We will help you determine which tools is best suited. We can then help with the traditional report writing steps:

  1. Requirements Gathering
  2. Report Design
  3. Development
  4. First Draft Delivery
  5. Initial Data Verification
  6. Development
  7. Final Draft Delivery
  8. Final Data Verification
  9. Report Deployment

Support

Do you have something not working as you would expect? Does something seem wrong with your system? We have spent countless hours helping users work the "Bugs" out of the system. From the most common issues to those issues requiring direct assistance from Microsoft we can help you get back up and running as quickly as possible.

Dynamics GP Series'

Microsoft Dynamics GP like most solutions contains modules. Unlike most solutions Dynamics GP is organized by Series as opposed to Module. To make things easier on the end user each series contains pieces from each module. The series organization is more seamless and straightforward for the end users. The 9 Series in Dynamics GP are:

  1. Financial
  2. Sales
  3. Purchasing
  4. Inventory
  5. Project
  6. Payroll
  7. Manufacturing
  8. Company
  9. System

Company and System contain all the necessary modules needed to configure the multitude of company and system wide options.

Dynamics GP Core Modules

Financial Management

  1. Contract Administration
  2. Depot Management
  3. Preventative Maintenance
  4. Returns Management
  5. Service Call Management

Financial Management

  1. Analytical Accounting
  2. Bank Reconciliation
  3. Cash Flow Management
  4. Collections Management
  5. Electronic Banking
  6. Encumbrance Management
  7. Fixed Asset Management
  8. General Ledger
  9. Grant Management
  10. Multi-Currency Management
  11. Payables Management
  12. Receivables Management

Human Resources Management

  1. Applicants
  2. Benefits
  3. Certifications, Licensing, and Training
  4. Employee Assets
  5. Employee Health and Wellness
  6. Employee History
  7. Employee Performance
  8. Employees
  9. Payroll
  10. PTO Manager

Manufacturing

Supply Chain Management

  1. Cost Budgeting
  2. Cost Control
  3. Cost Tracking
  4. Personal Data Keeper
  5. Project Billing
  6. Resource Planning

Analytics and Reporting

Analysis Cubes

Analysis Cubes are a tool for easy updating and refreshing of your data-warehouses within Dynamics GP. Analysis Cubes are commonly used in conjunction with another reporting option, like Excel Pivot Tables.

Crystal Reports

Crystal Reports are predefined reports designed to deliver the same output on some periodic basis. Think of these as your daily, weekly or monthly reports. These are traditionally run manually.

Management Reporter

Management Reporter is the provided solution for Financial Reports in Microsoft Dynamics GP. Users who have been around may recall FRx. Management Reporter is very similar in output and functionality to FRx.

Microsoft SQL Server Reporting Services (SSRS)

Microsoft SQL Server Reporting Services, or SSRS for short, is very similar to Crystal Reports in that the reports are predefined and deliver specific data periodically. Unlike Crystal Reports, SSRS is provided FREE of charge with your SQL deployment. SSRS Reports can be either scheduled and delivered automatically or manually run.

Microsoft Power BI

Microsoft Power BI is a business analytics service which aims to provide interactive business intelligence to end users most commonly through dashboards.

Report Writer

Report Writer is the residual reporting tool inside of Dynamics GP. This tool has been around since the beginning of GP and offers many options used every day by end users. Modifications to existing reports can be difficult but most things are doable.

SmartLists

SmartLists is the default adhoc reporting solution available in Dynamics GP. This is the most widely used reporting tool. SmartList Designer brings this tool to a whole new level, allowing end users to modify existing SmartLists or create new ones.