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Wednesday, 22 September 2010 10:33

Is it the right time to invest in technology?

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Executives from all industries are keeping a close eye on the economy these days. While the Canadian economy seems to be recovering, there is no collective sigh of relief in the US.

So while some companies "hunker down" and reduce all expenses, leading companies are looking to invest in technology according to the following strategies (source Aberdeen© Reports):

  • Streamline and accelerate processes to improve efficiency and productivity
  • Standardize business processes
  • Optimize the use of current capacity (both personnel and equipment)
  • Provide visibility to business processes across functions and departments
  • Modernize technology infrastructure and applications

In times of economic turmoil, those companies that invest now in preparation for a turnaround are more likely to outperform the competition after the recession is over.

Many companies are turning to "hosted" or SaaS (Software as a Service) solutions to reduce the capital expenditure typically required to purchase Enterprise software packages. Our strategy has been to support both implementation methodologies, On-Premise and Hosted. The Hosted solution can reduce a Client's investment by over 60% and accelerate the ROI dramatically.

The software acquired as a Hosted solution is identical to that of the On-Premise solution.

If you're interested in learning more, please feel free to contact us.

Thursday, 30 September 2010 11:43

To CRM or not to CRM, that is the question!

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There is much heated debate about CRM systems in the marketplace. Many companies have invested thousands, if not hundreds of thousands of dollars into a new CRM system that the sales reps won't touch with a 10-foot pole.

The funny irony is that all companies have customers and all companies have some way of keeping information in a spreadsheet or accounting system of who their customers are and some characteristics of that customer. So why is it so difficult for companies to make the quantum leap forward to formalize their CRM processes?

What companies need to keep in mind when looking to formalize their CRM practices with an investment in technology is that the technology should facilitate their sales process and improve key sales metrics like:

  • suspect to lead close ratios
  • sales revenue per rep
  • more effective use of marketing $

We specialize in both Salesforce.com and MS Dynamics CRM. Both are very capable systems, but what makes the difference is how the system is implemented and how it is inculcated into the organization to maximize adoption of the new system.

Contact us if you're thinking about an investment in CRM and we can help!

Friday, 24 September 2010 11:39

How to look for a new Enterprise or Accounting System?

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I see a lot of Clients attempting various methodologies to research and find new software.

One of the great resources that I've recommended is : FindAccountingSoftware.com

This is a website whereby you can find objective, 3rd party information on many systems offered (there are many, believe me!). We've had numerous Clients find us through that website and they're quite happy with their selection of MS Dynamics GP and WebSan Solutions Inc.

I encounter prospective Clients every day who ask me: why?

  • Why do I need a new system?
  • Why do I need to invest in new software?
  • Why WebSan?

I cannot come up with "one-size-fits all" answer for everyone, but what I can tell you is the following:

  • Companies that leverage Enterprise software to run their business see a significant improvement in their financial performance. This can manifest itself operationally in many ways, but typically it's a reduction in outstanding Receivables, growth in operating margin and lower overhead resources in the Finance and administration departments.
  • According to a recent Aberdeen© report, best in class companies saw:
    • 22% reduction in operating costs
    • 20% reduction in administrative costs
    • 17% reduction in inventory
    • 19% improvement in complete and on-time delivery

Organizations are always looking to be more competitive and reduce costs. A solid investment in technology with the right Partner can make all the difference in the world.

WebSan Solutions Inc. is a Microsoft Dynamics Certified Partner specializing in MS Dynamics GP and Hosted MS Dynamics GP. Dynamics is a top-rated Enterprise software system that has over 40,000 installs in North America.

Contact us for inquiries.

Service calls can now be escalated to additional managerial levels. The Service Type Escalation window has been modified to include a new Manager Level field.  When a call is escalated, an e-mail to the technician's manager is sent.  This can now be sent to two additional levels of management directly above the technician's manager. One can specify the number of levels to e-mail, including:

  • The manager of the technician on the service call
  • The manager's manager
  • The manager of the manager's manager

The Service Call Escalation window also now supports multiple technicians for each call.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.

Friday, 21 May 2010 06:57

GP 2010 - Further Payroll Integration

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Users of US Payroll in Dynamics GP will love the new integration points from other modules within Dynamics GP.

One such integration point is with the Field Services module.  Direct & indirect labour postings that create Payroll transactions can be made in Service Call Management & Depot Management.  This integration allows for Payroll to captures the cost from the employee's pay code into the labor record in Field Service.

A Post to Payroll check box has been added to the Work Type Maintenance & Depot Station Maintenance windows that when selected, enters the value from the window's corresponding Pay Code field, representing an hourly pay code.

WebSan

Field Services now allow the use of non-inventoried items.  Service Calls or POs can be entered for non-inventoried items representing labour, expenses or misc charges.  Preventative Maintenance events can even include non-inventoried items.  Contract Administration, Returns Management & Depot Management all now allow the use of non-inventoried items.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at This email address is being protected from spambots. You need JavaScript enabled to view it. or at 416-499-1235 ext. 213.