Microsoft Dynamics NAV for a VP of Operations

Now that the sales department has sold the company’s products and services, your group has to deliver. Maintaining a careful balance between supply and demand and watching costs is critical to the success and profitability of your organization.

In today’s business environment, a powerful and reliable management information system is the foundation piece you need. Costing, quality control, scheduling, access to scarce resources, expediting and optimization of operating practices are just a few of the things you need to consider on a daily basis.

Microsoft Dynamics® NAV solution available from Open Door Technology provides a real-world answer to your company’s issues.

With standard modules for manufacturing, warehouse management, and job cost, it also allows you to configure the system to match your unique business requirements.

This flexibility offers your company access to significant competitive advantages and operational efficiencies through the use of a rapid application development toolkit that delivers high-quality code with a minimum of time and cost. Some of the more unique features available to assist you in your role as vice president of operations include:

  • Real-Time Operations and Financial Data – Your information is as up-to-date as the last posted transaction. This allows operational and financial decisions to be made based on current data and that be easily displayed in a dashboard format using a number of different products.
  • A Comprehensive Supply Chain Management System – The wide functionality available within Microsoft Dynamics NAV allows a company to meet its needs right from marketing through to receipt of the payment from the customer.
  • Manage Demand Planning and Minimize Inventory – The flexible manufacturing, distribution, advanced warehousing and service management modules allow the software to be configured to match your company’s requirements.
  • Enhanced Warehousing Capabilities – Microsoft Dynamics NAV offers a number of warehousing modules including portable bar code readers to enhance receiving, stocking, picking, shipping, warehouse optimization, and returns functions, among others.
  • Accessibility of Information – All information is immediately available from a summary report level down to the detailed transactions underlying the report.
  • A Completely Integrated System – Never again will precious resources and time be wasted on trying to integrate a variety of third-party systems. Information is immediately available to all users. System upgrades become much simpler as well.
  • Configuration to Fit Best Business Practices – The system can be installed as an off-the-shelf solution or configured to fit best practices available for your organization.
  • Low Total Cost of Ownership – Microsoft Dynamics NAV is priced as a mid-market package and saves significant amounts in the cost of the software, the initial implementation and the ongoing software assurance program.
  • Guaranteed Software Investment From Microsoft – As one of the key applications from Microsoft Business Solutions, Microsoft Dynamics NAV continues to be enhanced through a significant portion of a $1B research and development budget. As long as a customer remains current on their annual software enhancement program, Microsoft guarantees a free software license upgrade to any new technology it brings out.
  • Web Portals – The system allows web portals to be easily configured to match the unique requirements of your salespersons or customers.
  • E-Commerce – A powerful e-commerce solution is available, which allows all customer, item, and vendor information to be maintained directly within Microsoft Dynamics NAV. Web maintenance is significantly reduced while still maintaining the security needed for today’s Internet environment.

Read why Microsoft Dynamics NAV is the most popular mid-market ERP software system in the world with over 100,000 customers. Contact us with any questions you have about getting started with a Dynamics NAV system in your organization.


Why Your IT Department Needs Dynamics NAV

As the senior technology officer within your organization, you are responsible for a wide variety of functions, including strategy and operations. Implementing a new business software system can be a daunting task and in a time of shrinking budgets and increased competition, risks need to be minimized and results optimized wherever possible.

Your responsibility is to provide advice and assistance to other senior managers on information technology, and at the same time, develop, maintain, and facilitate implementation of a sound and integrated IT architecture.

A Microsoft Dynamics® NAV (formerly Microsoft Navision) business software system from Open Door Technology can help to minimize risk and optimize the final business solution.

Some of the more unique features available to assist you in your role as the chief information officer include:

  • Obsolescence Eliminated With the Use of Microsoft Technology – Microsoft Dynamics NAV is built on Microsoft technology including Microsoft server and database products. The program has the look and feel of Microsoft Office applications, significantly reducing the learning cycle for new users. Integrations between the system and other Microsoft applications improve user productivity.
  • Stability and Performance – Microsoft Dynamics NAV has earned an enviable reputation in the mid-market for minimal support requirements and high performance.
  • Scalable – The use of Microsoft technology and its efficient design allows Microsoft Dynamics NAV to be scaled up for virtually any mid-market requirements. The software is currently in use by over 100,000 customers in the world and provides an excellent alternative to packages such as SAP, PeopleSoft, JD Edwards and Oracle when they attempt to come down into the mid-market space. The concurrent power user count may exceed 200 concurrent users and many more if distributed processing is utilized.
  • Three-Tier Architecture – The three-tier architecture makes Dynamics NAV far more scalable utilizing a SQL Server database and provides for a services layer with web services that can be utilized to connect to virtually any third-party application over either a network or the Internet.
  • Real-Time Operations and Financial Data – Your information is as up-to-date as the last posted transaction. This allows operations and financial decisions to be made on current data.
  • Access to Dashboards and OLAP Technology – The real-time system with virtually unlimited transaction history provides an excellent foundation for a number of analytical tools to be used to provide key operating and financial metrics.
  • A Comprehensive System – The wide functionality available within Microsoft Dynamics NAV allows a company to meet its needs right from marketing through to receipt of the payment from the customer.
  • A Completely Integrated System – Never again will precious resources and time be wasted on trying to integrate a variety of third-party systems. Information is immediately available to all users. System upgrades become much simpler and allow you to retain any customizations.
  • Configuration to Fit Best Business Practices – The system can be installed as an off-the-shelf system or be configured to fit best practices available for your organization. The configuration of the system does not eliminate the upgrade path to future versions.
  • Low Total Cost of Ownership – Microsoft Dynamics NAV is priced as a mid-market package and saves significant amounts in the cost of the software, the initial implementation and the ongoing software assurance program. Implementation quotes are often a small percentage of the cost to implement a Tier One package such as SAP or Oracle, but provide for comparable functionality and performance in many situations.

Microsoft Dynamics NAV is the most popular mid-market ERP software system in the world with over 100,000 customers. Read more about why Dynamics NAV is so popular. Contact us with any questions you have about getting started with a Dynamics NAV system in your organization.


ERP Software Selection Tips for a CFO

Chief Financial Officers hold a lot of responsibility to direct and oversee all financial activities of an organization, including investment prioritization, preparation of current financial reports, and providing forecasts for future business growth.

As a CFO, you need Enterprise Resource Planning software that allows you to analyze company operations and pinpoint opportunities and areas that need to be reorganized. Controlling costs and managing capital resources is a key part of your responsibility. As part of the core group of executives, you also contribute to core strategy and tactical planning sessions and need the numbers and reports to back you up.

You know that a business software system is much more than just debits and credits.

Timely, accurate information is the key to your success. Determining and measuring operational metrics is the key to planning and enforcing a culture of discipline and accountability within your organization.

Microsoft Dynamics® NAV helps chief financial officers gain significant competitive advantages and operational efficiencies. A CFO needs a system that can be quickly adapted to meet unique needs as well as provide key real-time operational data to capitalize on opportunities and exceed customer requirements.

Microsoft Dynamics NAV is a fully integrated ERP software system in use by over 100,000 customers worldwide. The product provides modular solutions for supply chain management, manufacturing, financials, human resources, payroll, job cost, fixed assets, equipment rentals, customer relationship management and service management.

Some of the more unique features available to assist you in your role as the chief financial officer include:

  • Real-Time Operations and Financial Data – Your information is as up-to-date as the last posted transaction. This allows operational and financial decisions to be made based on current data.
  • Consolidated Financials with Foreign Currency and Multiple Languages – International operations are much easier to manage and monitor.
  • Access to Dashboards and OLAP Technology – The Dynamics NAV real-time system with unlimited transaction history provides an excellent foundation for a number of available analytical tools, which can be used to provide key operating and financial metrics.
  • A Comprehensive System – The wide functionality allows a company to meet its needs right from marketing through to receipt of customer payments.
  • A Completely Integrated System – Never again will precious resources and time be wasted on trying to integrate a variety of third-party systems. Information is immediately available to all users. System upgrades become much simpler and allow you to retain any customizations.
  • Configuration to Fit Best Business Practices – Microsoft Dynamics NAV can be installed as an off-the-shelf system or be configured to fit best practices available for your organization.
  • Flexibility to Match Changes in Business Model – As any CFO knows, the only certainty these days is that there will be change. The flexibility and rapid application development nature of the Dynamics NAV toolkit means the system can quickly adapt to meet changes in your business model, whether small or large.
  • Low Total Cost of Ownership – The solution is priced as a mid-market package and saves significant amounts in the cost of the software, the initial implementation, and the ongoing software assurance program. Dynamics NAV provides the capability and power of many Tier One packages without the complexity and cost. Implementations are typically on time, on budget, on spec.
  • Guaranteed Software Investment From Microsoft – As the fastest selling Enterprise Resources Planning application from Microsoft, Microsoft Dynamics NAV continues to be enhanced with an annual release cycle. As long as a customer remains current on their annual software enhancement program, Microsoft guarantees a free software license upgrade to any new technology released in Microsoft Dynamics NAV.

See what CEOs are looking for in an ERP system.


What CEOs are looking for in ERP systems

While it may seem that chief executive officers are the boss and report to no one, in reality, they probably have more stakeholders to report to than anyone else including meeting the needs of employees, customers, investors, communities, and regulatory requirements.  As the CEO of a mid-size or smaller organization, you probably have a significant ownership stake in the company.  You’re responsible for creating, communicating, and implementing vision and direction.  You need information to set and continually evaluate the organization’s strategy.  The CEO is the leader for all other executive leaders.

In order to be effective you need to intimately understand the pulse of the company without actually being involved in the hands-on operations.  You need accurate, real-time information to quickly evaluate whether your strategy is succeeding and whether adjustments need to be made.

Microsoft Dynamics® NAV helps chief executive officers gain significant competitive advantages and operational efficiencies. It provides a system that can be quickly adapted to meet unique needs as well as provide key real-time operational data to capitalize on opportunities and exceed customer requirements.

Some of the more unique features available in Microsoft Dynamics NAV for you, the chief executive officer, include:

  • Real-Time Operations and Financial Data – Your information is as up-to-date as the last posted transaction. This allows operational and financial decisions to be made using current data, which can easily be displayed in a dashboard format using a number of different products.
  • A Comprehensive System – The extensive functionality available within Microsoft Dynamics NAV allows a company to meet its needs right through from marketing through to receipt of customer payments.
  • Accessibility of Information – All information is immediately available from a summary report level down to the detailed transactions underlying the report.
  • A Completely Integrated System – Never again will precious resources and time be wasted on trying to integrate a variety of third-party systems. Information is immediately available to all users. System upgrades become much simpler.  Enter data once and utilize it in many places
  • Configuration to Fit Best Business Practices – The system can be installed as an off-the-shelf system or be configured to fit best practices available for your organization.
  • Low Total Cost of Ownership – Microsoft Dynamics NAV is priced as a mid-market package and saves significant amounts in the cost of the software, the initial implementation and the ongoing software assurance program. Dynamics NAV typically implements for a fraction of the cost of a Tier One solution such as SAP or Oracle and offers comparable functionality and performance. PMP-certified project management activities for Dynamics NAV projects typically results in projects that are on time, on budget, on spec.
  • Guaranteed Software Investment From Microsoft – As the fastest selling Enterprise Resources Planning application from Microsoft, Microsoft Dynamics NAV continues to be enhanced with an annual release cycle. As long as a customer remains current on their annual software enhancement program, Microsoft guarantees a free software license upgrade to any new technology released in the future.

Microsoft Dynamics NAV is the most popular mid-market ERP software system in use by over 100,000 customers worldwide. The product provides fully integrated modular solutions for supply chain management, financials, human resources, payroll, job cost, manufacturing, fixed assets, equipment rentals, customer relationship management and service management.


Document Capture in Microsoft Dynamics NAV with Continia Document Capture

Webinar Series: Getting the Most out of Dynamics NAV

Join us on September 23 as we present Continia Document Capture for Microsoft Dynamics NAV. Continia Document Capture is a comprehensive solution for Dynamics NAV for the scanning of invoices and other documents. The solution offers automatic registration of documents, OCR data extraction, an advanced approval flow, and a full-text searchable digital archive and everything is processed directly in Microsoft Dynamics NAV. With Document Capture, invoices and other documents are analyzed and data is read from the scanned image automatically.

Here are some of the key features:

- Use predefined templates or create new templates on the fly to pull all the data into the correct fields
- Work with a scanner or extract data from a PDF document
- Approvers will receive an email notification when an invoice requires their attention.
- Process up to 10,000 documents a month with a standard license
- Match purchase invoices with existing purchase orders
- Access original document with a digital archive

See an overview and features of Continia Document Capture and register for our webinar.

Please join us:

Date: Tuesday, September 23
Time: 9:00 – 10:00 am MST
Register Now


What you need to know about Canada’s Anti-Spam Legislation

Many organizations are asking how the new Anti-Spam legislation will affect their current marketing and sales programs. The Anti-Spam law affecting commercial electronic messages is coming into effect on Canada Day, July 1, 2014 and the consequences of violating the terms have penalties ranging from maximums of $1 million per violation for individuals and $10 million for organizations. Not only are the fines intimidating, directors and officers of your organization can also be held liable. Needless to say, it’s pretty important that your organization understands the restrictions applying to any electronic message.

The Anti-Spam legislation applies to a commercial electronic message, which is defined as any message send to an electronic address that is meant to encourage the recipient to participate in commercial activity. These messages include SMS messages and emails and even some via social media that promote a product or service and encourages purchase or buy-in.

The legislation doesn’t necessary stop organizations from sending marketing emails to their existing clients or new contacts, but there are some restrictions.

There are three important elements outlined by the legislation you must have when sending marketing or sales emails:

1. Have your obtained express consent either verbally or in writing?
2. Are you providing your identification information in each message (name, organization, and address)?
3. Do your communications include an unsubscribe mechanism?

It is not good enough to know this information, you must be able to prove it if needed. The Compliance and Enforcement Information Bulletin CRTC 2012-548 has some helpful tips in proving express consent. Those suggestions include recording key pieces of data including how and when consent was obtained.

Complications arise for organizations with databases of existing contacts that they may or may not have express consent data for. You may have a contact list that has individuals or organizations who have given you implied consent to email them. Implied consent can mean you met them at a tradeshow and you added them to your marketing list because they didn’t say they didn’t want to be emailed.

How can you convert implied consent contacts to express consent contacts

The first step is ensuring you have a system in place that can provide email tracking and unsubscribe options. Relying on anything but a professional solution, such as Constant Contact or ClickDimensions for Microsoft Dynamics CRM, will make it almost impossible to track unsubscribe requests and other data. Check all of your email templates to ensure a contact name, address, and organization is included in each outgoing message. Most importantly, there must be an option to unsubscribe from your email communications.

Send out an email to your implied contact list and ask them to confirm their subscription preferences. Note: a pre-checked box does not count as gathering express consent; the contact must select the box.

It is important to know that there is a three-year grace period beginning July 1, 2014 that allows you to continue to send messages to your implied list as long as they don’t unsubscribe during that time and you continue to email them. This grace period is designed to give you time to convert your implied consent list to express consent contacts.

We know that this is a big topic and we hope we’ve shed some light on it for you.

Disclaimer: Although we have made every effort to present accurate data here in this article, we encourage you to read up on this topic for yourself. Visit these sites for more detailed information: Canada’s Anti-Spam Legislation and Compliance and Enforcement Information Bulletin CRTC 2012-548

By Malcolm Roach, CEO of Open Door Technology


Open Door Technology Expands Rental Software Reseller Program


Open Door Technology has signed a tenth Microsoft Dynamics NAV partner to resell Open Door Rental Software across Canada and the United States.

Open Door Technology is pleased to announce the addition of a tenth partner in their rental management software reseller program. Their rental software package Open Door Rental Software is built in the highly regarded Microsoft Dynamics NAV system, which remains the most popular mid-market ERP platform in the world.

“Our company is highly committed to the reseller channel because we recognize the advantages of working with strong partners who can provide personalized service in a local market,” said Malcolm Roach, CEO of Open Door Technology.

Open Door Technology offers two levels of partner support in their reseller program. One level accommodates those partners who are not heavily invested in the rental industry and the second for those partners who want to focus on the rental industry. The Open Door team can provide their resellers with whatever level of expertise is required for the project including the implementation of the rental software itself. The reseller retains the customer and is the first point of contact in all cases.

“The equipment rental industry is one of the few markets targeted for double-digit annual growth. We continue to see strong pipeline activity in many markets from construction, medical, electronics, and energy,” said Larry Miller, Business Development Manager of Open Door Technology.

“Open Door’s Rental Management Software provides our partners a unique offering that truly differentiates themselves in a competitive landscape,” according to Mr. Miller.

Call on the expert team at Open Door Technology to learn more about Open Door Rental Software or visit www.opendoorrentalsoftware.com.

Bio: Open Door Technology has more than 12 years of experience in delivering solutions to the rental industry. Their solutions take advantage of all the latest technology and can be installed out of the box or customized to an organization’s specifications to provide further competitive advantages in the rental industry. Each installation is delivered with expertise, honesty, and the promise of on-time and exceptional customer service.


Compare Cost of Cloud for ERP vs. In-house

Some claim that the Cloud for ERP software is the cheapest option. Many organizations have embraced the Cloud under this premise, but many critics say the Cloud is more expensive, especially long-term, and an in-house system is the most economical. Both groups are right in that sometimes the Cloud is the best option and other times it isn’t. When evaluating the Cloud for ERP, all the underlying circumstances must be considered to make the correct choice.

Cloud computing makes more sense than purchasing in-house software licenses for start-up organizations, seasonal businesses, and organizations with minimal IT investment through choice or lack of capital. Upgrades in Cloud computing are also cheaper than traditional upgrades.

Start-up companies can utilize Cloud computing to minimize upfront hardware and software investment by paying for software licenses on a per user (usually monthly) basis. Not having to purchase the software and hardware upfront means that a small organization can gain access to sophisticated software without having their own computer server.

For some organizations, the monthly payments that never go away can seem very expensive after a few years. It’s important to know that on average, monthly payments for Cloud services over two to three years will be the same amount as if the system were purchased upfront for in-house installation. However, as already mentioned, start-up companies stand to gain the most from the Cloud model as the initial investment into computer hardware and software can be daunting when first starting out.

Seasonal organizations can grow and scale back in size and the Cloud model allows user licenses to be added or dropped as needed. The overall cost of the monthly software licenses is reduced as they only pay for what they need at that time and avoiding having to purchase licenses for the maximum number of possible users.

If an organization does not want to build a professional IT support group in-house, the Cloud model makes a lot of sense. The IT staff and resources at the Cloud service centers will often far exceed the quality of firewall protection, software patching, and backup services provided by in-house resources. In addition, the Cloud service offers more integration to other business software such as Microsoft Office or SharePoint.

Future upgrades are an important consideration for organizations considering the Cloud. Upgrades to ERP databases can be very expensive, whereas upgrades on the Cloud can be cheaper because the software vendor completes the work in the background with organizational data being easy transitioned. It is important to realize that processing upgrades on the Cloud may severely restrict an organization’s ability to configure or customize the system to meet specific requirements.

In some circumstances, Cloud computing is more expensive and not advisable. If an organization is committed to having a highly professional in-house IT group and abundant server resources and this situation is likely to continue, the cost advantages of Cloud computing seem less clear.

There can also be technology or security reasons why your ERP database should be in-house and Cloud computing is not a viable option. Many organizations are still uncomfortable about having physical access to their data outside their control. In some cases, organizations operate in an environment without reliable Internet access, which eliminates the ability to work with remote databases. We have also worked with organizations who by law cannot have their data reside outside of Canada and some data service providers include locations in the United States.

An organization can compromise when deciding between the Cloud and in-house by choosing both when needed. We have seen organizations in a rapid start-up mode sign up for Cloud licenses so they can quickly scale up without needing to make additional capital or people investments and then purchase in-house software licenses when stabilized or the investment funds become available.

Overall, there are many factors in play and they are usually unique to each organization so be sure to evaluate your short and long terms goals when choosing between Cloud services or in-house.

By Malcolm Roach, CEO of Open Door Technology, Microsoft Dynamics NAV Partner


Dynamics NAV and Jet Reports Training Videos Now Available Online

Open Door Technology has launched an online training program for Microsoft Dynamics NAV 2013 users. The program allows organizations to purchase subscriptions for playlists of video training on a variety of topics that can be viewed and reviewed on-demand. These purchased subscriptions are on a per-user basis and are geared towards new and existing Dynamics NAV users.

“We are excited about offering on-demand videos, because it allows us to provide more value to organizations utilizing Microsoft Dynamics NAV 2013 who are looking for convenient and quality training for new staff hires and current users,” said Malcolm Roach, CEO of Open Door Technology.

“The response to our training videos so far has been tremendous. Organizations appreciate the opportunity to get the training they require, when they want it, and have the ability to review it again, if needed,” said Christian Roach, Account Manager of Open Door Technology.

New topics and videos are continually being added with the two current playlists being Microsoft Dynamics NAV 2013 and Jet Reports general training.

The Dynamics NAV 2013 playlist has launched with a free introduction training video that gives viewers a general overview of the system. More topics will be added soon, including Financials Essentials, Financial Advanced, Application Setup, Fixed Assets, Trade, Advanced Inventory, and Assembly.

The Jet Reports playlist includes Jet Reports Essentials training for new users to Jet Reports for Dynamics NAV 2013. The videos are divided into two sessions and are equivalent to two half-day training sessions. Videos for advanced Jet Reports users and designers are coming soon.

All training videos can be accessed on Open Door Technology’s website at www.opendoor.ca/dynamics-training.

Watch the first video now.

By Malcolm Roach of Open Door Technology


How to Get Started Using RapidStart for Dynamics NAV 2013

Please join us on Thursday, July 3 as we present some of the many features and uses of RapidStart Services (formerly Rapid Implementation Methodology) for existing Dynamics NAV users. RapidStart Services may be considered an integral tool for implementing Dynamics NAV 2013 and NAV 2013 R2, but it can be used further to enhance user productivity by automating and simplifying recurring tasks.

RapidStart can help Dynamics 2013 (and 2013 R2) users to import data, create templates, create new records such as customers, as well as create new companies from a generic shell company setup. Christian Roach, of Open Door Technology, will be explaining how to use data templates for setting up master records such as customers, vendors, and items. He will also show how to import data journals with shortcut dimensions.

RapidStart Services allows users of Dynamics NAV 2013 to take control of importing their own data and refining their data in-house.

Attend this webinar and take charge of your system and get the knowledge you need to get started with RapidStart Services for Dynamics NAV.

Please join us:

Date: Thursday, July 3
Time: 9:00 – 10:00 am MST
Register Now