Category: Uncategorized

Tackling the Year: A Jumpstart to Taking Control of Your Leads

The holiday season has come and gone, and with that many people have hit the ground running to start off the New Year. Phones are buzzing, emails are out of control, and vacations have come to a close. It’s also that time of the year where everyone has made their New Year’s Resolution, both at work and in their personal life. Not to mention, if you work in a calendar year rather than a fiscal year, your sales and marketing goals have been set and you are ready to hit them.

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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. 

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Taking Advantage of the PaperSave Worklow

In November of last year, I wrote a blog about a Document Management system called PaperSave. The PaperSave document management system captures and stores documents electronically from varying drop points, routes the document through a workflow, and can upload a document directly into Dynamics GP. At that time, PaperSave had recently introduced version 6.0 of their software, which provides additional functionality to the end user through Email drop points, browser based interfaces, and a full mobile solution for workflow routings. 

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Microsoft Convergence 2015: Five Takeaways and a Brave New World

Microsoft Dynamics’s Convergence, a gathering of 12,000 customers, partners and Microsoft employees, was great this year.  Almost transformative, and as an experienced Convergence attendee, here are my five takeaways that make me think this was a great Convergence:

1. The president of Microsoft, Satya Nadella, attended and was the keynote speaker.  Ballmer was absent the last two years, which for me, was not an issue, as his messaging was stale and confirmed in my mind he did not understand business applications.   See number five below for more detail about why the keynote was so transformative.

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Web-Series and the ERP Client

What am I doing? The same thing I have always done? The same thing that hasn’t given me the results that I wanted, that hasn’t helped me hit my goals?

These are the questions businesses are asking themselves all the time.  They know what they are doing, they know it’s not working, but they don’t know how to change it.  And in the world with budgets, time restraints, managers and employees to answer to the idea of changing what you are doing to get better results can leave you stagnant while you figure out what exactly it is you need to change.  And being stagnant means losing money.  Who has time for that?

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A Comparison of On-Premise vs. the Cloud

Most organizations are dependent on fast, accurate, and reliable information that their ERP systems provide.   Microsoft Dynamics GP and Microsoft Dynamics CRM are just two of these that may be hosted On-Premise or in the Cloud.  With this in mind, I wanted to compare two different installation models:  On-Premise Installations vs. Cloud based installations.

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