Lunch and Learn: Customer Solutions Shootout VS Lunch and Learn: Customer Solutions Shootout Featuring: Amber Bell and Rod O’Connor

Amber J. Bell Training Dynamo, LLC Experience: 2016 GPUG All Star!! 18 Years as a GP Consultant Published 1st book: Microsoft Dynamics GP: Year-End Closing Workbook

Client #1: Pharmaceutical Research Company Streamline Purchasing of Lab Supplies

Client Background and Request Purchasing Manager was tracking supply orders and receipts in Excel and entering AP Invoices. Needed a solution that would increase visibility of lab supplies being ordered. Solution needed to be easy to use for busy scientists and doctors in the lab Most Items are “Non-Inventory” but they use specific GL Accounts for supply type, projects and Departments. Needed Automate population of GL Account used

Original Suggested Solution Customized Cloud-Hosted Requisition Solution Pro’s: Easy to use for multiple users. Awesome Interface Integrates with GP Con’s: Would need customization to allow population of GL Accounts per line item, per PO. Super Expensive Relies on update and maintenance of items in GP. Most would be non-inventory so it was more than they needed at the this phase.

The Solution TitaniumGP allows users to create templates in Excel to upload Master Records and Transactions TitaniumGP has the ability to upload Inventory and Purchase Orders TitaniumGP was about 75% less than the initial cost of the other solution. (And the other solution would have required Customization and Monthly Fees per user)!

Using TitaniumGP

Basic Templates

Custom Template for PO Entry

Client #2: Specialty Women’s Apparel Create New Inventory Items

Creating Items

Final Thoughts Test, Test, Test!! Does not import automatically. Client 2 ended up adding another solution when the web orders grew to beyond the number they wanted to copy/paste Client 2 still uses the product to update Items and Price Lists

Q&A

Email: amber@trainingdynamo.com Twitter: @TrainingDynamo Website: www.trainingdynamo.com

Rod O’Connor Briware solutions Inc. Experience: Started career in accounting, then programming. ERP Consultant since 2000. Microsoft MVP and Dynamics Pro Advanced Credentialed Professional Specialties: Translating business language into geek speak, streamlining business processes with technology. @GPUG

The business problem More than 5,100 items in inventory and 400+ customers Each item has a list price in both US and Canadian Dollars There are 9 price levels, reflecting various discounts off of list Approximately 30 customers have a fixed pricelist Some items do not get discounted

The Pinto, Pathfinder, and Porsche Custom Solution using Excel & SmartConnect Dynamics GP Extended Pricing OmniPrice by Rockton Software

Custom solution Could be cheaper to build (could be done internally) Less secure (Nobody should have all of their customer pricing in a workbook) High risk of unforeseen complications

Dynamics GP Extended Pricing Able to set up list price and standard discount levels in multiple currencies Able to establish fixed prices and exceptions Discounts/special pricing could be established for a timefence It’s free Maintenance was a concern Set up was very time intensive Troubleshooting was difficult Price updates could affect hundreds of items at a time

Omni-Price by Rockton Software Able to set up list price and standard discount levels in multiple currencies Able to establish fixed prices and exceptions “Over a dozen modes to determine item pricing” Discounts/special pricing could be established for a timefence Cost is US$350 per user + 20% Annual Maintenance Very easy to configure and maintain

And the customer chose…

Questions, Comments, applause & accolades? Rod O’Connor rod@briwaresolutions.com 844-BRIWARE, ext 3159 289-259-2279 (cell) @Briware_Rod www.briwaresolutions.com http://BrewItForward.ca

Time to vote!