Thursday, 12 November 2015 00:00

A Handy Guide for Your ERP Software Selection Process

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The process of selecting an Enterprise Resource Planning (ERP) software is no easy task. With many factors to consider such as cost, vendors, business needs, and the vast software selection in the market, the task of choosing the right ERP software becomes all the more complex. Software Advice, an advisory firm that helps buyers research and choose ERP software, conducted research and sought expert advice to create a comprehensive guide to help buyers through the ERP selection process, with findings compiled in this e-book.

Research shows that 59% of buyers cite data integration as the top reason for purchasing a system, while a staggering 24% of users say their current system lacks adequate support. If you find yourself in the same boat as these buyers, it might be worth investing in a new ERP system.

Below are some tips to help in your ERP software selection process:

1. Assess your business needs and identify must-haves

  • Look into your business needs and identify key issues that need to be resolved with the aid of an ERP software, then form a selection committee comprised of both mission-critical employees and IT staff. This ensures that all voices (of varying departments) will be heard and unique needs will be evaluated.

2. Outline your key requirements

  • After forming the committee, have everyone write up their own “wish list” of issues that they would want to be solved with the help of an ERP software, and specific capabilities they want the new system to have. At the end of the brainstorming session, the committee should have a concrete list of immediate business issues that need to be resolved and a shortlist of features that the new software must have.

3. Create a list of vendors

  • Some factors to consider when creating a shortlist of vendors include: how the vendor targets your industry (or niche), your budget, deployment preferences, must-haves, technical requirements, ERP functional strengths and user-friendliness.

4. Get references from vendors and other reputable sources

  • Once you’ve narrowed down your list of possible vendors, it’s worth gathering references from third-party reviews, people in your industry who are currently using the systems in your shortlist, news articles, and current clients of the vendors who are in the same industry or who use similar ERP modules that you would need.

5. Decide and negotiate

  • Make sure to negotiate for software pricing after you’ve made your selection and ensure that every single promise and requirement fulfillment is noted in writing from the vendor.

To learn more about how WebSan Solutions can help in your ERP selection and implementation process, download our free ERP Whitepaper or take our ERP Assessment.

Click here to download our free ERP whitepaper      Click here to take our free ERP Assessment

 

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Thursday, 29 October 2015 20:14

WebSan University Notes Record Number of Users

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MS Dynamics CRM vs Salesforce View Our Upcoming Webinars Download a FREE Demo

WebSan University, WebSan Solutions’ online learning management system continues to thrive with now more than 600 registered users. Since its inception in Fall 2013, WebSan University has aimed to offer accessible and affordable training for Microsoft Dynamics GP, CRM and Moniroo users.

With over 50 courses, WebSan University offers the Project Accounting series and General Ledger for Dynamics GP, Dashboards, Marketing, Sales and new features for Dynamics CRM, and Time and Expense Management System for Moniroo, among many others. The variety of courses enables users to gain in-depth knowledge of the systems’ modules with videos, manuals, tips and tricks, and exams.

Users comment that WebSan University has proved to be extremely helpful, practical, and easy to follow. The courses also give users the ability to better understand and fully utilize Dynamics GP, CRM and Moniroo. Frequently updated with new courses, WebSan University provides online training that not only supplements what users know about the systems but also keeps them up-to-date on new features and functionalities that can help them as they continue to use the systems.

In conjunction with WebSan’s online library of courses, our monthly webinars—offered for free—give users access to additional learning about Dynamics GP, CRM and Moniroo! 

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

 What Is Moniroo? See Moniroo in Action Learn more about Moniroo's features

More than a software for tracking vacation time or employee hours, an encompassing time and expense system such as Moniroo should prove to be a trusty guide in helping to determine employee efficiency, project budget, internal cost and time off scheduling. A reliable time and expense software should also give staff a real-time visibility of all time and expense data.  

Here are top 3 reasons why it’s worth investing in a time and expense system:

1. Track Project Cost and Budget

Apart from determining a project’s budget in the initial planning stages, ensuring that the costs are in-line every step of the way is a must. Tracking progress, time spent on specific projects and determining available resources allows a project manager to identify issues as they happen and make corrections (allotting more or less time depending on the tasks accomplished).

A time and expense management system also keeps a record of tracked projects allowing for better budget and time estimates in the future having the records as reference.

2. Employee Efficiency

Tracking the amount of work for each employee gives an overarching view of employee efficiency. Keeping a log of the tasks and amount of time spent enables managers to evaluate and modify how long tasks are performed and properly allocate resources and responsibilities.

3. Eliminate Paper Trails

Instead of having to look back into numerous spreadsheets and varying systems as reference, a time and expense system should integrate financial data, provide reporting with analytics and dashboards and give an accurate view of expenses and data records. Eliminating paper trails decreases the possibility for processing errors. Incase an error does occur, chances are they can be easily visible through a single consolidated source of data with a time and expense system.

To learn more about Moniroo and its capabilities, click here.

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Learn more about CRM's features

No programming knowledge? No problem!

Business Rules, which are delivered right out-of-the-box with Dynamics CRM, tackle client side logic in a user friendly way, allowing virtually anyone that is responsible for managing their company’s CRM to get off and running with this fantastic tool in no time. 

In a nutshell, this little gem allows you to create and add form design functions to the system and custom entities without a lick of development. Through “If…Then…Else” conditional statements, you too can create rules which monitor the behaviour of fields and subsequently define an action or actions to be taken upon the conditions being met.

Gone are the days of reaching out to developers for JavaScript and plug-ins each and every time a requirement rears its head. Don’t get me wrong – it’s not some sort of magic potion that will make all your wishes come true. But, you are bound to dazzle your users (and your boss), with fields that seamlessly appear just when they need them; field values which auto-complete right before their very eyes; field requirements changing on the fly, ensuring the most relevant data is always captured; and error messages, or what I prefer to call ‘reminder messages’ which prompt users to conform to best business practices. With a little creativity and some business logic in tow, Business Rules can do all that and so much more!

Still on the fence on what Business Rules on Dynamics CRM can do for you? Check these out.

Business Rules 1  Business Rules 1.1 Business Rules 1.2

 

Here’s a quick guide to find the Business Rules section:

From your Solution section, select either the Fields option or Business Rules option beneath an entity.

Business Rules 2        Business Rules 2.1

 

You can also access Business Rules from the Home tab in the ribbon of the Main Form of an entity or from the Field Properties of a field placed on the form. 

Business Rules 3    Business Rules 3.1

 

Upper management will be thrilled by how the implementation of a handful of well-planned and thought through Business Rules can simplify processes, effectively promote data integrity, and, most importantly, have all of your CRM users working synchronously.

To learn more, check out our video, New Features and Functions in CRM 2015,which includes a section dedicated to Business Rules.And of course, you can always get more information on this topic and anything else CRM related, by checking out our CRM Solutions!

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Download a FREE CRM Demo

WebSan and the leading global independent authority in covering the world of Microsoft Dynamics, MS Dynamics World have joined together to offer a new Microsoft Dynamics CRM webinar. The free webinar will be held on Tuesday, October 6, 2015 at 12 PM EST.

The session will look at the different features of Dynamics CRM 2015 and explore how one can mold, manipulate and build upon the software to meet the requirements of your organization. The webinar will explore how to use Dashboards, data export from Dynamics CRM to Microsoft Excel, implementation of business rules and processes to promote data integrity and the use of Workflows.

This collaboration with MS Dynamics World promises to bring an insightful glimpse of Dynamics CRM’s capabilities. Participants will also get the opportunity to ask questions to the speaker. Register today and don’t miss out on your chance to attend this webinar. 

Click here to register for “Maximize Dynamics CRM Right Out of the Box” webinar

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Tuesday, 22 September 2015 14:16

New Enhancements in Moniroo Time and Expense System

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Moniroo – WebSan Solutions’ time and expense system that integrates with Microsoft Dynamics GP, will enhance its look and features for an upcoming release. Equipped with a dashboard that allows easy access to the system’s modules, Moniroo continues to improve its capabilities to best support integration to Dynamics GP and offer the best solution for both on-premise and hosted clients.

Below are the modules included within Moniroo:

    • Project Management – Add budget lines, fee lines and schedules into your projects
    • Timesheet Management – Enables tracking of employees’ time according to client, project and task
    • Expense – Tracks expenses in multiple currencies and employee expenses including travel, vehicle mileage, hotel, tips and other work related expenses
    • Miscellaneous Logs – Tracks upgrades and various cost categories and lists the time that they were completed
    • Purchase Orders – Create and approve Purchase Requisitions
    • General Ledger – Tracks when money is taken from one account to another
    • Service – Tracks maintenance on service equipment and vehicles
    • Sales – Create sales invoices and receipts
    • WMS – Organize inventory tracking and transfer cycle counts
    • Approvals – Approve documents for integration into Dynamics GP
    • History – Look up any past documents uploaded in Moniroo
    • Reporting – Print reports and export data to Word, Excel, PDF or image format

Moniroo Enhancement2015

To learn more about Moniroo and its features, visit our webpage or view our Moniroo videos on YouTube!

Click here to view our Moniroo webpage

Click here to see Moniroo videos on our YouTube channel

 

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

PROFIT magazine unveils 27th annual list of Canada’s Fastest-Growing Companies

 Toronto, ON (September 17, 2015) Canadian Business and PROFIT today ranked WebSan Solutions Inc. No. 250 on the 27th annual PROFIT 500, the definitive ranking of Canada’s Fastest-Growing Companies. Published in the October issue of Canadian Business and at PROFITguide.com, the PROFIT 500 ranks Canadian businesses by their five-year revenue growth.

WebSan Solutions Inc. made the 2015 PROFIT 500 list with a five-year revenue growth of 238%.

“The PROFIT 500 represent the highest tier of entrepreneurialism in Canada,” says James Cowan, Editor-in-chief of PROFIT and Canadian Business. “They should be lauded for the positive economic contributions they’ve made to their communities—and the entire country.  They are examples of what can be accomplished with innovation, discipline and determination."

 “We are honoured to be on the PROFIT 500 ranking,” says Andrew King, Managing Director of WebSan Solutions Inc. “Our dedication to customer service has enabled us to reach yet another milestone. We will leverage this momentum to deliver business solutions that exceed our clients’ expectations and ensure their satisfaction in the following years to come. This accomplishment validates the hard work and tireless efforts of our employees to achieve great results.”

WebSan is dedicated to helping all businesses make better business decisions by improving their access to important company data and information. With multiple decades of combined experience in the areas of ERP, and IT consulting, WebSan is committed to growing our business and helping our clients we serve be successful in their industry. We're able to offer guidance and assistance to any sized company looking to increase profitability by more effectively managing their resources, resulting in improvements to productivity and efficiency in their operations.

 About PROFIT and PROFITguide.com

PROFIT is Canada’s preeminent media brand dedicated to the management issues and opportunities facing small and mid-sized businesses. For 33 years, Canadian entrepreneurs across a vast array of economic sectors have remained loyal to PROFIT because it’s a timely and reliable source of actionable information that helps them achieve business success and get the recognition they deserve for generating positive economic and social change. Visit PROFIT at PROFITguide.com.

About Canadian Business

Founded in 1928, Canadian Business is the longest-serving, best-selling and most-trusted business publication in the country. With a total print readership of more than 600,000, it is the country's premier media brand for executives and senior business leaders. It fuels the success of Canada's business elite with a focus on the things that matter most: leadership, innovation, business strategy and management tactics. We provide concrete examples of business achievement, thought-provoking analysis and compelling storytelling, all in an elegant package with bold graphics and great photography. Canadian Business—what leadership looks like. 

 

profit 500 list