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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

View our free webinars Sign up for WebSan University Download a FREE Demo

Implementing Enterprise Resource Planning (ERP) software and projects are no easy tasks. With many moving parts and personnel involved in the mix, the process becomes all the more daunting. To help avoid common pitfalls and offer some considerations, Software Advice, a trusted resource and advisory firm for ERP software buyers, recently conducted an analysis of 22 failed implementation projects and looked into the most common reasons for failure in this e-book.

The e-book notes that ERP implementation failure can often be attributed when one or more of the following key goals are not met:

  • On-time implementation
  • On- or under-budget implementation costs
  • Minimal disruption to business operations
  • Improved organizational efficiency
  • Reduced operating costs
  • Increased sales or revenue

One main takeaway from these is that “ERP implementation rarely fails because of the software itself,” as only 18 percent of the failures included in the study were due to buggy software.

To avoid implementation failure, it’s best if the organization take the time to do due diligence and fully research the ERP system, have personnel, particularly consultants completely understand the client’s needs and have a trusted vendor give you a realistic view of the system’s capabilities.

Implementing an ERP solution takes time, so it’s worthwhile to test drive the software and plan ahead for your IT team to prepare for the implementation and additional customizations and decisions that may need to be made at a later date.

Forrest Burnson, Software Advice’s Market Research Associate puts it best: “Regardless of the platform you select, the principles of a proper implementation remain the same: Know what you need and know what you're buying; get buy-in from all of the relevant stakeholders in your organization; make sure to actively involve your IT team in the implementation and listen to their concerns; understand that the software alone will not fix your business's problems—often your business will have to adapt to the software, not the other way around.”

To learn more about how WebSan Solutions can help your ERP 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

Wednesday, 26 August 2015 20:37

Unique Ways Companies Use Dynamics CRM: Part 2- Dashboards

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

Part 2 is a continuation of the series of blog posts that will profile different customer’s unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

An engineering, construction, service and maintenance company that provides services for infrastructure companies approached WebSan to implement Dynamics CRM and maximize the Dashboards feature of the software.

Using the Workload Reporting of Dashboards allowed the company to do the following:

  • Break down by user the current status of Open Projects
  • Access the number of projects that have been created in a specific timeframe by Users and the status of those projects
  • Create a list view that depicts total number of created, cancelled and completed projects by user
  • Create a pie chart to show the number of open projects and order them by status

To add, an active activities Dashboard breaks down the many activities (tasks, emails, appointments, etc.) that are being tackled “this month” by all users.

Dashboards in Dynamics CRM act as a tool to provide a fast and easy way to view and communicate business data. It also acts as your homepage upon logging into your environment. Serving as a one stop shop to quickly get a peek at your data, Dashboards allow you to spot trends and monitor valuable metrics, while dynamically updating based on new data that is being derived.  

To learn more about how Dynamics CRM can help improve your business processes, visit our “Top 10 Questions Answered about Microsoft Dynamics CRM” page.     

Click here to see more of Dynamics CRM's features and download our free interactive Dynamics CRM demo

Linz Tan, Web Marketing Assistant, 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! Learn more about CRM's features

Microsoft has announced general availability of its first update for Microsoft Dynamics CRM 2015. The update promises to offer intelligent customer engagement that delivers enhancements. These changes will enable employees to efficiently collaborate across sales, service, and marketing departments, to allow them to better engage with customers. Below, we outline the features which make this update noteworthy:

1. A makeover for Dynamics CRM’s User Interface enables the user to do more with less including ease of navigation through less scrolling and fewer clicks. The new User Interface and navigation bar gives the ability to find information easier and faster.

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2. If you're working in a complex form with lots of fields, the new form navigation drop-down list makes it easy to get to just the data you need. Choose the drop-down list next to the form title, and then select the section of the form you want to go to.

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3. The new navigation User Interface contains the Recently Viewed Items icon, allowing you to quickly get back to the record you were working with.

New UI

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 Recently Viewed UI

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4.You can add a logo or change the color scheme to stay in sync with your organization’s theme


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5. Improvements were also made to the Outlook Integration

a. Track Exchange email activities automatically with folder tracking

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b. Track incoming email wherever you are with the new CRM app for Outlook

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6. New Operators added for Advanced Find - "older than" operators was added.

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 7. Calculated fields can now calculate the difference in days because the NOW() function was added. DateDiff will support differences in minutes, hours, days, weeks, months and years.                                                                         

To learn more about Microsoft Dynamics CRM and its new features, download our free demo!

Click here to download our free Dynamics CRM demo

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

Monday, 10 August 2015 15:39

How Much Does ERP Software in the Cloud Cost?

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View our free webinars Take our free ERP Assessment Download a FREE Demo

When investing in an Enterprise Resource Planning (ERP) software, cost is always one of the first considerations that comes to mind. According to a study conducted by Software Advice, which helps buyers connect with software vendors, a number of factors come into play which influence the final price of an ERP system.

Number of Users and Customization Requirements

The study points out that larger businesses would typically have more users who need access to the system, requiring more applications and functionality, calling for a higher-priced system.

Customizations can increase the price as some businesses have more specialized processes, and in turn, need specific customizations that will support these.

Deployment Model

Pricing structures vary depending on the deployment model—whether on-premise or hosted. The bottom line: “the choice boils down to a high, upfront cost and lower recurring costs with an on-premise system, or a lower upfront cost with higher recurring costs when choosing a cloud-based system. Over time, these costs tend to converge,” the study notes.

Similarly, WebSan’s Microsoft Dynamics GP offering supports both an on-premise and hosted option, providing a simple and robust solution for your business.

Depending on the size of your business and how much you’re willing to spend, there’s an ERP software solution that can meet your needs! 

Click here to learn more about Hosted Dynamics GP!

 

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