Accountnet Customer Briefing

Thank you to all of our customers, sponsors, and special guests who helped make Accountability 2010 a remarkable event!

Notes from Accountnet’s Accountability 2010 conference held at Microsoft Customer Briefing Center are listed below.

Our goal is to enable the maximum long term benefits from the Microsoft Dynamics investment already made, and additionally to introduce other software programs to extend the Dynamics solution in place.

Additional Products Introduced

FIDO – FIDO is a web-based Silverlight4™ application that looks a lot like Windows Explorer or Microsoft Outlook. FIDO includes over 100 predefined views into your data. Just select one to view your Dynamics SL data. Filter, sort and group as you see fit. Then, if you like, you can export the results to MS Excel for further processing. If you’ve customized the view, you can easily save it for use in the future. You can also create your own completely different views!

ImageLink – ImageLink provides document management for Microsoft Dynamics. Scan documents to the Network or attach documents to application screens, then allow for all users to view scanned documents (Dynamics and Non Dynamics users),

ReQlogic – ReqLogic is 100% web enabled and allows for a workflow of approvals to be setup for Requisitions, Invoices, and Expense Reports specifically designed for Microsoft Dynamics GP and SL. Reqlogic reads the Dynamics database for vendor and inventory information during data entry. ReqLogic will then automatically create Purchase Orders and Payables Vouchers in Dynamics with the proper vendor and account coding identified once the proper workflow has been completed. A history of the approved document’s workflow is kept along with any scanned images or attached documents.

Scribe – Scribe Insight has been specifically designed to support the effective deployment of a number of market leading business applications or Software as a Service (SaaS) platforms, including but not limited to Microsoft Dynamics CRM, Microsoft Dynamics CRM Online, Microsoft Dynamics GP, Microsoft Dynamics SL, Salesforce, and SalesLogix. More specifically, Scribe Insight enables customers to quickly and seamlessly integrate their mission critical applications with other applications and data stores in the enterprise. The Scribe Insight product allows for the mapping of data elements between different software applications in order to provide real time data integration between the products.

Current Microsoft Promotions

Microsoft Professional Tools
Change and/or merge chart of account ids, account/subaccount segments, vendor and customer IDs. Professional Tools from Microsoft current promotion is 15% off three tools for $1,700. Valid until December 20, 2010. Contact Accountnet for a full list of Professional Tools available for your Dynamics product.

Holiday User Promotion
Purchase two or more additional Dynamics users and receive 20% off. One additional user is 10% off. Valid until December 20, 2010.

License Model Transition Promotion
Adding additional modules for a one time fee. 30% off until December 20, 2010.

Special Microsoft Referral Campaign
Participants may join, by actively referring Microsoft Dynamics prospects to Accountnet to receive AMEX rewards gift cards.

More and more Dynamics users want to extend and integrate other systems to the core Dynamics system. SQL reporting services, SmartLists Builder and Excel Builder training can enhance the latest version releases. Don’t delay. Contact Accountnet to plan today to become experts in these Business Intelligence tools.

Contact support@accountnet.com and watch for the release of the new website.

Accountnet will be closed Thursday, November 25th and Friday, November 26th in observance of Thanksgiving. We will resume normal business hours Monday, November 29th.

Please note however, we are always committed to serving our customers, so all emergency support requests will be supported.

After Hours Emergency Information:

For support requests please call Microsoft Dynamics support at 1-800-777-0521.

May your Thanksgiving and all the days ahead be filled with happiness, peace, and prosperity!

From the Accountnet Team

Five Steps in the Successful Implementation of a New Account System

Here are the five most critical steps in the successful implementation of a new accounting system:
Analyze, Plan, and Understand – Start at the beginning. The first step is to conduct a thorough review of your organization’s requirements and processes, to identify what is working well and which aspects of the organization need improvement and/or refinement. These requirements or goals should then be mapped into a project plan, becoming the driving forces behind your implementation.
Design, Develop, and Build – Using the project plan produced in Step 1, design your proposed new accounting system. The implementation team will need to construct a pilot version of some (if not all) of the modules that will become part of the new system; these will be used to validate the business processes and system functionality specified in the project plan.
Train, Test, and Accept – Building on the pilot system and/or utilizing data migrated from the legacy system, this step involves teaching end users the best practices and procedures for the new accounting system, to ensure that any bugs are worked out and the maximum benefits are obtained. After the results of this testing and training period are reviewed and any corrections are applied, management should sign off on the new system (verifying that the work to date has been accepted).
Implement and “Go Live” – Working from the protocols developed in Steps 2 and 3, the fourth step is the completion of the final version of the new system (and populating the new system with legacy data). At this point, the implementation team’s full resources are on-site and the team is ready to make the final transition to the new system.
Ongoing Support – After the successful launch of your new system, it is essential to provide or receive ongoing support. A help desk, webinars, and user group sessions are examples of initiatives that can prove useful. It is also important to update the system regularly, proactively providing any training needed as a result of any changes.
The five steps described above represent distinct phases of the implementation project, and they are executed in succession. Equally important, however, are those ongoing activities and functions that a successful implementation must include:
Project Management – All aspects of the implementation must be tracked by the project manager, whose responsibilities include task assignments, resource availability, project documentation, budget and timeline oversight, and communication among the project’s team members.
Systems Support – As previously stated, before your project can get underway, a thorough review of the existing infrastructure – an Accounting Technical Review (ATR) – must be completed. However, systems support is an ongoing venture. A recurring review of the current systems infrastructure ensures that the data (and any analysis of it) is delivered in an optimal fashion. Systems support also affords an opportunity to make specific recommendations for ongoing improvements to the hardware and software infrastructure.
Consulting Services – Get external consulting assistance as needed for any aspects of the internal review, including an Extended Relationship Analysis (ERA) and an ATR, as well as recommendations for best practices, details on the delivery of training and procedures, testing of the pilot and production systems, and development of custom reports. A complete examination of your business environment may identify additional opportunities for improvements.
Next steps:
Contact Accountnet, Inc. at 212.Dynamics or 212.244.9009 for Dynamics training requests or visit www.accountnet.com, to set up an Extended Relationship Analysis meeting (ERA accounting needs gathering). The more we know you, the more we can help. Leverage all of what GP 2010 can offer today, for the recorded demonstration please email jpeace@accountnet.com.