Archives for December 2014

ERP Systems: What to Expect in 2015

Time to say goodbye to 2014 — the perfect time to look back on the year’s accomplishments and set goals for the upcoming year. At Accountnet, it’s been our pleasure to assist our Microsoft Dynamics clients with getting the most out of your ERP systems. The New Year won’t change that, and we expect to do much more in the coming months as the ERP industry continues to mature.

A growing number of organizations managed successful ERP implementations last year, and there were a number of other positive trends, such as impressive software updates, the introduction of better business intelligence reporting tools, and exciting new advancements in mobility and cloud computing.

Here are five things we expect to see for ERP software in 2015:

  1. Growing adoption of business intelligence tools and mobile computing.  Companies that have already made an investment and want to make the most out of their ERP software will look to mobile tools and business intelligence software. Our clients understand that an ERP system doesn’t necessarily help them make better use of business data; they need robust, real-time reporting tools that support better decision-making among employees, managers and executives. The best business intelligence tools combine the familiarity of Excel with web and mobile capabilities, ensuring seamless back-and-forth flexibility from wherever your employees are, in whatever application they choose to use.
  1. An increase in the number of ERP systems on the market. Along with that will come a host of new ERP consultants and vendors, not all of whom will have the capabilities necessary for a successful ERP implementation for your company. Having more options is terrific, but it can make the ERP software and vendor selection process seem daunting. Accountnet has a great track record when it comes to finding the right fit for your business. Our clients benefit from our year’s of experience planning, deploying, integrating, customizing and training that’s required for to get a company up and running with ERP.
  1. More cloud/on-premises hybrid ERP implementations. For years companies had to choose between SaaS — or “cloud” — model) versus an on-premises software installation for their ERP initiatives. Microsoft Dynamics is offered in both flavors, and increasingly organizations are adopting both. Find out more by contacting us at Accountnet!

Your Partner for Year-End Accounting Software Updates

End of year processes and software updates can be challenging for busy corporate accounting departments and small businesses that may not have a dedicated accounting and IT professionals, but need to get their books closed out and their accounting software updated all the same!

Year-End Accounting Software Updates | AccountnetAs a Microsoft Dynamics Gold Certified Partner, Accountnet assists clients of all sizes with what can seem like an overwhelming number of year-end tasks.  For example, if you plan to upgrade to a new version of Dynamics this year, the Financial Reporter (FRx) may no longer be compatible be for some current FRx users.  Since FRx is no longer supported with Microsoft Dynamics, the migration to Management Reporter is an important step in your upgrade plan if you have not migrated already.  Accountnet will help you plan for any update, and help you ensure that your testing process is sound so that end of year processes flow smoothly into 2015.

At Accountnet, we highly recommended the use of checklists for your users to test all necessary Dynamics modules.  We walk you through testing in both test upgrade and live upgrade environments, and once users feel comfortable with the tests we have them sign off for each module.  User acceptance is very important to ensure all your business processes work correctly in the new Microsoft Dynamics.  This includes testing all transaction entry tasks, reports, daily, monthly and yearly routines and processes.

While every implementation of MS Dynamics is different, there are some general recommendations and tips for upgrading you can follow to make things go more smoothly.

  1. Back Up! This should always be your first step before any upgrade. Once the databases are upgraded, make a SQL backup before moving forward.
  2. Manage Database Size. During an upgrade, the database grows to a fairly large size.  Make sure you check the size of each of the company databases to ensure you are comfortable with it based on the space requirements for your environment.
  3. Make sure all third-party products and customizations have been identified during the pre-upgrade planning.  If you need help determining the upgrade steps for third-party products and additional customizations, contact us – we can help.

 

If you would like to schedule a call or an onsite visit to understand the year end process as it relates to your organization please contact us now. Or register for one of our free events to learn more about Management Reporter and other Excel reporting solutions.