Month: June 2015

Uploading Vendors into Acumatica ERP

One of the most difficult decisions that has to be made during a new system implementation is how much and what kind of data to migrate from your old system to the new. How many years do we bring over? Do we bring over detailed or summarized data? Is it reconciled? Will we have access to old system for historical reporting purposes? These are all questions that are posed and answers that are debated during the process of making the decision.

June 26, 2015

Strategies to keep your CRM data clean

With most CRM systems or for that matter any enterprise systems we often hear this saying “Garbage in Garbage out” about the data that resides in these systems. The reality is that most systems do have garbage data and each organization uses different methods to maintain/scrub/cleanse their data. Some organizations use a data warehouse where data is synced from different sources and normalized, the data warehouse is used as the master data source for all reporting and transactional data still remains in the same state. In another situation an ERP would be the source for the master data and all other systems like CRM would sync and integrate with the ERP data. But each system has its users and they too would like to maintain good data. In a modern system like Dynamics CRM, it provides a lot of methods to maintain your data. The following methods can be deployed to keep you data clean:-

June 23, 2015

The future of Power BI looks bright!

In April, Microsoft announced that it had acquired the Datazen mobile BI platform and were adding it to their enterprise BI product suite. This is exciting news that rounds out the Microsoft BI stack and, better yet, it’s free for SQL Server Enterprise customers who have Software Assurance agreements.

What is Datazen and what are its capabilities?

June 19, 2015

The Amazonian Sales Tax Facing 3rd Party Sellers

Marketplace selling can be a smart strategy for merchants who want to expand their business. But what if you don’t have the time, money or resources to fulfill more orders in-house? You could consider becoming part of an order management and fulfillment network such as Fulfillment by Amazon (FBA).

June 17, 2015

‘Ask the Expert’ Session: Desktop vs. Remote Desktop

Blogs are a way for KTL Solutions to provide information and highlight particular items and solutions to our customers and users. In this month’s blog, I wanted to highlight KTL Solutions’ 10th Annual User Conference and, in particular, I wanted to provide a recap of the “Ask the Expert” session hosted by Dave Vora and myself.

June 15, 2015

Top 5 Reasons to Use Microsoft Dynamics GP Project Accounting

Microsoft Dynamics GP’s Project Accounting suite is a robust, highly configurable and flexible module which is fully integrated with other modules within the Dynamics GP product suite. The flexibility of configuration, setup and integration to other modules makes it an attractive choice for tracking financial data by contract, project and cost category. It allows you to maintain complete control over project costs and execution, while also maintaining control over project budgets.

June 12, 2015

4 Easy Steps to Safe Pay

What is Safe Pay?

Safe Pay or Positive Pay is a program provided by the bank for the purposes of theft / fraud protection. The Company setting up Safe Pay will provide a file to the bank. This file should include the Company’s Bank Account Number – Check Number – Issue Date – Amount. When a check is presented to the Bank for payment it is compared to this list. If the fields do not match exactly the check will not be paid and the company / user will receive an exception notification. At that point the company / user would instruct the bank to either pay the check or return the check.

June 11, 2015

Going Paperless… PaperSave at the Empower the User Conference

KTL Solutions held its 10th Annual User Conference on Thursday, May 14th. This year we invited several more ISVS (Dynamics GP and CRM Companion Products) so that users could see more ways to enhance their systems outside of what GP or CRM has to offer. While KTL only asks the best of the best to attend and speak to our customers, one of my favorites that we had this year was PaperSave.

June 8, 2015

Financial Forecasting, Planning, and Adjusting– Is it Really Necessary?

Forecasting, budgeting, business planning; what is the big deal? It is an important topic and at our User Conference, we had sessions and speakers talking about this. In the past, some mid-sized and most small companies have managed to grow and be profitable without formal planning and strategic visions. For some executives, budgeting and planning seems like a lot of wasted effort to creating fictional numbers that are a guess today and completely irrelevant in six months!

June 4, 2015

Being a Consultant at KTL and Our Annual User Conference.

In this blog, I wanted to provide a little insight into what it is like to be a Consultant at KTL Solutions and shed a little light on what our user conference is all about from a consulting perspective. I have been working at KTL Solutions as a Senior Business Consultant for a little over three years. In this capacity I have been implementing and supporting Microsoft Dynamics GP, Microsoft Dynamics CRM, and PaperSave along with many third party add-ons. Prior to working at KTL Solutions, I was also implementing and supporting ERP systems for about 20 years.

June 2, 2015