ERP Evaluation Checklist for SMB’s: Step 1

Take Your Business Systems Beyond ERP A business solution from Microsoft delivers the control, forward-looking insight, and bottom line impact you need to grow your business If you’re like a lot of small and midsize businesses (SMBs) today, your current systems are nudging you further and further out of your comfort zone. They get the basic job done, as long as nothing out of the ordinary happens. But what will happen when you want to open a new store or warehouse, expand to new markets, or add an additional line of business? Do you find it harder to connect with [...]

2026-01-29T15:59:09-08:00February 21st, 2013|

How To Create An Accounting System Needs Analysis

  Steps Needed to Take to Choose Your Next ERP System 1. Clarify all the accounting modules your department currently uses and requires. 2. Identify all the information that flows through the accounting system. 3. Determine the information sharing requirements between the accounting system and other departments. 4. Define all categories of accounting transactions. 5. Calculate the total number of transactions of each type for a typical accounting period. 6. Distinguish all the different types of accounting reports used by your department. 7. Define your specific data retrieval and reporting requirements. 8. Specify your custom reporting requirements. 9. Determine how many users will have administrative access to the system. 10. Ascertain the level of accounting and computer experience of potential system [...]

2026-01-29T15:59:08-08:00February 15th, 2013|

Dynamics GP Tips & Tricks: 4 Tips for Dynamics GP Smartlist Builder

 Microsoft Dynamics GP features a wealth of outstanding reporting and Analysis Tools, including Excel-refreshable reports, SQL Server Reporting Services and SQL Server Analysis Reporting Services but the go-to tool for most GP users is the Smartlists.  Combining the ease of use of an Excel-based report, with the deep drill-down capabilities of an SSRS report, Smartlist provides almost any information a user could ask for.  Almost. […]

2026-01-29T15:59:08-08:00January 15th, 2013|
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