Sunday, March 2, 2008

Microsoft Dynamics ERP Selection: GP, AX, NAV, SL, CRM ? notes for consultant

Microsoft recently (in September 2005) renamed its ERP product: Great Plains ? Microsoft Dynamics GP, Navision ? Microsoft Dynamics NAV, Axapta ? Microsoft Dynamics AX, Solomon ? Microsoft Dynamics SL, Microsoft CRM ? Microsoft Dynamics CRM. 

Microsoft recently (in September 2005) renamed its ERP product: Great Plains ? Microsoft Dynamics GP, Navision ? Microsoft Dynamics NAV, Axapta ? Microsoft Dynamics AX, Solomon ? Microsoft Dynamics SL, Microsoft CRM ? Microsoft Dynamics CRM.  The idea is probably nice ? to unify future concordance product under Microsoft Dynamics name.  There are multiple possibilities, however in getting all MRP systems merged into one Microsoft Dynamics and what should be taken as base and what should be phased out.  We can not be judges ? we will give you some facts for you to take into consideration.  This article is planned as a first entry point to look ?under the hood? of Microsoft ERP applications and probably compare the facts with the competition: SAP (especially SAP Business One if you are small or mid-size company or international branch of multinational corporation), Oracle E-Business Suite/Oracle Financials, also referred as Oracle Applications.

  • Microsoft Dynamics GP 9.0/Microsoft Great Plains.  This ERP was initially architectured by Great Plains Software ? Great Plains Dynamics and Great eEnterprise hit the market in earlier and middle 1990th.  If you remember those old-good-days of IT boom ? nobody knew which operating system will win: Unix/Solaris, Microsoft Windows, Apple MAC OS.  This is why ? the traditional (and pioneering way) for those days was to create a shell, written in C language to abstract you from Graphical platform.  Great Plains Dexterity was this shell, programming language (sanscript).  The second fundamental idea was to abstract Great Plains Dynamics from database platform, however the abstraction was done on the level of ?budget? database platforms: Ctree/Faircomm, and Btrive, later on Pervasive SQL 2000, for Microsoft SQL Server 6.5/7.0/2000 Great Plains used atomic stored procs approach to speed up database access.  Nowadays Microsoft Dynamics GP/Great Plains versions 5.5, 6.0, 7.0, 7.5 are available for Ctree and Pervasive, however since version 8.0 Microsoft Great Plains is available on MS SQL Server/MSDE platform only.  Currently Microsoft Great Plains 9.0 is offered in USA, Latin America, Canada (including French Canadian version for Quebec), UK, Australia, New Zealand, South Africa and other countries where official language is English ? such as South East Asia, for instance.
  • Microsoft Navision/Navision Attain/Microsoft Dynamics NAV.  Some ERP analytics believe that Microsoft Great Plains Business Solutions (later renamed into Microsoft Business Solutions) bought Navision Software (est. in 1984).  The fundamental ideas of Navision come to its own shell ? C/SIDE, database proprietary platform: C/SIDE, etc. Navision was designed to be flexible and grow with your business ? from small to upper mid-market.  Navision Software had its own marketing plans prior to be purchased by Microsoft and expanded in continental Europe, UK, USA (competing with Great Plains Software and Solomon Software).  When Navision was bought by Microsoft ? Microsoft Business Solutions offered and promoted Navision in East Europe: Russia, Romania, Bulgaria, Hungary, etc.  Plus it tried Navision in Brazil (over 100 implementations - 2005).  Navision is more flexible to localization challenge (than Microsoft Great Plains)
  • Microsoft Axapta/Microsoft Dynamics AX ? it seems to be rising star for Microsoft and it can compete with upper ERP/MRP mid-market. Axapta has modern design and its ability to expand is still in its architecture modern model (versus Great Plains or Navision ? where we see integrations with MS Office, Web Fronts/Business Portal/eConnect/eCommerce type of improvements).  In late 2005 we see US and UK MBS VAR activity to sign for Axapta and consultants training.
  • Microsoft Dynamics SL/Microsoft Solomon ? this ERP is for project-driven organizations.
  • Microsoft Dynamics CRM 3.0/Microsoft CRM 3.0.  This CRM solution from Microsoft is abreast of the majority of Microsoft recent ideas and innovations: Microsoft Exchange, Active Directory, XML Web Services driven MS CRM SDK with C# and VB.Net sample code.  Currently MS CRM 1.2 and 3.0 has integration to Microsoft Dynamics GP 7.5, 8.0 (with service patch) and 9.0 (coming?)

Please do not hesitate to call or email us: USA 1-866-528-0577, 1-630-961-5918 help@albaspectrum.com

Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( http://www.albaspectrum.com http://www.greatplains.com.mx http://www.enterlogix.com.br ) - Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving corporate customers in the following industries: Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising & Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates, Apparels, Durables, Manufacturing and having locations in multiple states and internationally

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Tuesday, February 26, 2008

CRM Budget: How To Bring Your CRM Project In On-Budget

It seems that having a project come in On-Budget is the and holy-grail of project management, especially when it comes to CRM projects. With their 70% failure rate, CRM projects represent a significant risk to a small business' financial health and warrants more "measure twice, cut once" consideration before beginning.

Coming in On-Budget does not mean you managed to squeeze your project into whatever arbitrary budget you came up with when you first started. It also doesn't mean that you started with an overly generous budget.

It does mean that you develop a budget that takes into account an analysis of 4 critical areas:

1. PAYOFF. You need to know exactly how your CRM system is going to generate ROI. This will help you focus your project on the right areas. By knowing how you expect payoff to be achieved, you can plan to achieve it.

2 RISK. You need to figure out where the risk is in your project because "risk=expense". By figuring out what can go wrong, you can take measures to minimize and contain that risk.

3. SERVICES. Be sure to fully account for the variety of services that will be required. A few often overlooked areas that can increase your services bill significantly include: meetings, testing time, debugging time and "while you're here..." time.

4. TECHNOLOGY. Choosing the wrong technology is can be a huge waste of money. From the worst case scenario of a totally failed project to having to spend extra money to make the wrong software do things it wasn't intended to do.

What makes putting together a realistic budget so difficult for small businesses is that it's not what they do and they don't have the experience of having done several before. It's not what they do. So, they rely on the Sellers of CRM who have their own vested interest in not scaring off their customers with numbers that are perceived to be too expensive.

By putting together a realistic budget, you may very well find that the project is going to cost much more than you were intitally prepared to spend. It's best to find this out now and before you "sign on any dotted lines".

If you do find out the project is going to cost more, here are a few ideas of what to do:

- WAIT & SAVE. Perhaps you need to wait 6 months until you have a bigger budget. Use this time to get prepared for the project: learn more about the software choices, make sure you're business processes are as fine tuned as they can be, and focus on how CRM software will generate ROI.

- GO AHEAD. It may be more money than you were expecting, but may still be within your budget. If you're clear on how the CRM system is going to generate ROI and you're otherwise ready, go for it!

- SCALE DOWN. If you have a very clear idea of how the CRM software is going to achieve ROI and you can't afford the full project, focus in a smaller area to begin with that will have a payback. Use this payback to help fund future projects. It's always a good idea to start with smaller, high-payoff projects first.

- FIND MORE ROI. If you have a really clear and compelling business case for how a CRM system is going to improve your bottom-line, it's much easier to find the necessary funds to implement it.

- DOUBLE CHECK. Make sure you're choosing the right technology. Cheap software can often be expensive to implement. Double check to make sure you're basing your budget on the right CRM software. You may find that a software that costs more in licensing, ends up being an overall more affordable solution.

Coming in On-Budget means you started with a realistic budget. The Insider's CRM Success System goes into great detail on how to develop a realistic budget and provides the control forms and worksheets you'll need.

Scott Gingrich is the creator of The Insider's CRM Success Toolkit, the world's most complete and only guaranteed approach to successful CRM projects.www.thecrmcoach.com.

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Sunday, December 2, 2007

Microsoft CRM USA Nationwide Remote Support

 

Remember old good days when your company probably had Great Plains Dynamics? If you are in San Francisco Bay Area you had local Great Plains Software partner consulting company, who served you basically coming onsite and charging you four hours minimum, even if the problem deserved 5-min fix? This was at the end of 20th century and remote support technologies were not very advanced Citrix was making good progress and taking market over from Symantec PCAnywhere. Today, when Microsoft Terminal Server and Citrix are remote support standards and IT department uses them to host application server for nation-wide and world-wide users, you should probably be thinking of getting remote support for your ERP and CRM systems. In this small article well take a look at Microsoft CRM remote support, customization, reporting, implementation and integration.

  • Why Microsoft CRM Remote Support? Microsoft CRM market niche is still narrow and MS CRM consulting companies do not have enough clientele in their respected locals markets: Houston, Los Angeles, Chicago, New York even in these hypermarkets. In order to survive Microsoft CRM VAR went to nationwide and even international markets to get clients base.

  • Technology-driven consulting companies. Microsoft CRM has web and MS Outlook clients and so by its nature it is web application. When you are considering hosting your web site you typically do not care where hosting company is located you consider price and quality. Microsoft CRM could be hosted with .Net hosting companies and implementation could be done remotely with web-session-based training.

  • Customization. Today, even if Microsoft Business Solutions has open technology Microsoft CRM SDK the complexity of the specific tasks (messaging through Lotus Notes Domino, generic MAPI, advanced MS CRM Exchange connector) requires precision programming, which should be outsourced to nationwide development centers. As our experience indicates clients are demanding the expertise, not just cheap generic developers. Whoever comes for the cheap price they usually get poor results.

  • Large Business ERP. Microsoft CRM proved its market strength and ability to automate large publicly traded corporation. It sits in Microsoft SQL Server and uses all the spectrum of Microsoft technologies: .Net, Active Directories, MS Exchange, Full-Text Search, Crystal Reports Enterprise. We are confident in Microsoft CRM ability to automate Aerospace & Defense, Pharmaceutical, Supply Chain Management, Medical & Hospitals, Distribution & Logistics, Oil & Gas, Wholesale & Retail, Education, Non-for-profit

  • Integration. Microsoft CRM has standard integration tool with Microsoft Great Plains, Navision and Axapta integrations are on the way. However you can integrate Microsoft CRM with heterogeneous databases, such as Oracle, DB2, Lotus Notes Domino, Sybase, Pervasive SQL or Ctree/Faircomm.

  • Web-Sessions and Skype training. Web Seminars are normal these days and you should be OK with the idea of remote web training. This will allow you to get the best expertise with moderate price.

You can always have us help you, give us a call: 1-630-961-5918 or 1-866-528-0577, help@albaspectrum.com

Andrew Karasev is consultant and CTO in Alba Spectrum Technologies ( http://www.albaspectrum.com ) Microsoft Business Solutions partner, serving clients in Illinois, New York, California, Florida, Georgia, Texas, Arizona, Virginia, Minnesota, Canada, UK, Europe, Australia, Asia, Russia. He is Microsoft Great Plains certified master, Great Plains Dexterity, Microsoft CRM SDK C#.Net, Crystal Repots developer.

help@albaspectrum.com

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