RG Connect Imagine the Future. Agenda 5/21/2018

Transcription

1 Agenda Meet your CAMs! Learn how to leverage your CAM Dynamics GP & Sage Intacct Why should you consider an Operational Review? Unlimited Support Plans Upgrade vs. Migrate Customer Care Plan Roll Out 1

2 GP Clients, Meet Your CAM! Romy Andrews Born in NYC but grew up in Southern California Lived in Seattle before moving to Dallas (Go Cowboys!) With TRG for 7 years Sage Intacct Clients, Meet Your CAM! Kateri Garton KateriG@resgroup.com Originally from Philadelphia, PA (Go Eagles!) Lived in Dallas and Nashville before coming to Seattle With TRG for almost a year 2

3 Leveraging your CAM Dynamics GP Microsoft provides a self-help website called CustomerSource. The website offers Microsoft Dynamics customers with detailed information including: An expansive tech knowledge database Information regarding the latest releases Online training with elearning Web interacts and seminars by specific industry and module. Leveraging your CAM Dynamics GP 3 rd Party Products If there s added functionality you need within Dynamics GP, I can introduce you to the right ISV. 3

4 Leveraging your CAM Dynamics GP TRG Add-On Products We have a talented staff with the knowledge and experience to develop add-on enhancements for Dynamics GP, including: AP Connect for Wells Fargo Payment Manager AP Copy Paste AP with AA Copy Paste Bank Transaction Copy Paste Bank Deposit Sort by Credit Card GL Copy Paste GL with AA Copy Paste Attend GPUG Summit 2018 with The Resource Group October 15 18, 2018 Phoenix, AZ Highlights for GPUG Summit: Visionary product roadmaps Peer-to-peer knowledge exchange Access to Microsoft leadership 4

5 Leveraging your CAM Sage Intacct Community Need login credentials Jeni s Top 12 List Wednesday Wisdom Monday Must Haves Learning Center Need to request login credentials Quarterly Releases and notes R2 Came out today! Request for new features 3 rd Party Products Attend Sage Intacct Advantage with The Resource Group October 22 26, 2018 Nashville, TN Highlights for Advantage: Meet 1:1 with Intacct experts to see new features or get answers to your specific questions Access to the Marketplace Expo featuring the broadest range of best-in-class, cloud-based solutions Network with Sage Intacct executives, customers, partners, and other industry experts 5

6 Customer Satisfaction Case Process New process we have implemented within the last year Process for tracking issues/concerns that are not technical support related 1. Log as case 2. Escalated to leadership team We are listening and growing! Why you should consider and Operational Review? It s like going to the Dentist... Nobody wants to do it, but everyone can benefit from it. Review the use of your ERP system Business changes, but processes in ERP does not Take advantage of several areas of new functionality Greatly increase efficiency Allow continued growth without adding more head count Better outcomes see immediate ROI Opportunity for education Blog Post 6

7 Unlimited Support Plans Advantages include: Unlimited access to The Resource Group for support of your Microsoft Dynamics GP system Set your company s budget for support services for the year Reduce the small monthly billing processes Upgrade or Migrate Things to consider Organizational changes Support ending for older versions of GP Growth When to upgrade? Upgrade Process When to migrate? Migrate Process 7

8 Microsoft Dynamics GP Support Lifecycle GP Version Release Lifecycle Start Date Mainstream Support End Date Extended Support End Date Microsoft Dynamics GP 2010 Microsoft Dynamics GP 2013 Microsoft Dynamics GP /15/ /13/ /13/2020 3/12/2013 4/10/2018 4/11/2023 4/14/2015 4/14/2020 4/8/2025 Microsoft Dynamics GP 2016 R2 12/1/2016 7/13/2021 7/14/2026 Why Upgrade Dynamics GP? GP is meeting your needs GP is a stable, solid platform Microsoft support and product roadmap still viable in the foreseeable future Internal IT support is available Hardware infrastructure is new The organization is not ready for ERP change 8

9 Consider migrating to Sage Intacct if Business is evolving Cloud products peak your interest Multiple entities and / or currencies Projects to manage and bill Revenue contracts, multiple elements Recurring / subscription revenues ASC606 compliance is a concern Nonprofit organization Down-sizing your IT department No inventory to manage in the short term You want the added visibility that a dimensional COA provides Product and service line profitability Vendor performance Employee utilization Project performance Special events P&L statements by unit / group Implementation 101 Planning Timing & resources Requirements & Design Needs & pain points Best practices Configuration Chart of accounts Dimensions Workflows User roles SmartRules / SmartEvents Data Migration GP to Intacct Toolkit Available for Free Training Testing Go-live Celebrate! 9

10 Customer Care Plan The customer is our #1 priority! How can we make you Resource Groupies? Designed for the customer, so we want to incorporate your feedback! What would you like to see in a Customer Care Plan? Always Remember We are an additional resource that is always in your corner! 10

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