Posts Tagged ‘Microsoft Dynamics GP’

The Evolution of CRM And Why You Need Community Managers

Monday, March 21st, 2011
moving forward

Image by leslie feinberg via Flickr

Last year I worked for a payroll software solutions company, primarily on their integration between their flagship product, which is based on Microsoft Dynamics GP, and Microsoft Dynamics CRM.  I enjoyed the experience immensely because it gave me a “behind the scenes” look at how businesses in the Professional Employer Organization (PEO) industry can create and manage customer interactions.

Of course I came from years of experience with social technologies and community management, and I was intrigued at the potential to bring some of that into my work. In my learning, the question of ROI would often come up as businesses and organizations were considering entering the social media space.

“Rushing into social computing initiatives without clearly defined benefits for both the company and the customer will be the biggest cause of failure.” — Gartner.com

What I love about CRM is (more…)

Pain, memory, and great service

Monday, June 14th, 2010

No one ever gets admitted to the hospital because everything is going alright with them.  Similarly, most people don’t call technical support when the computer system is behaving superbly. Behavioral economists Daniel Kahneman and Dan Ariely have some interesting insights into how we can provide better service. (more…)

Microsoft Great Plains – Integration Manager in action

Monday, June 18th, 2007

The company uses a version of Microsoft Great Plains (GP) that’s been customized for the PEO industry. One piece of that is Integration Manager (IM). I’ve talked about the bridge application a number of times before. With an Excel file from a client and, with some sophisticated programming, we create a tab-delimited text transaction file for Integration Manager. We’ve set up some profiles in Integration Manager to upload payroll transactions into a batch in the Great Plains system, saving a lot of time and money. In some cases we’ve seen a 91% drop in the amount of time it takes to run a payroll.

Over the next few weeks or so, I’ll be running Integration Manager for the Payroll department. Here are some numbers for today:

Industry Transactions Emps
Trucking 149 51
Trucking 168 90
Restaurant 86 43
Restaurant 94 48
Restaurant 72 39
Restaurant 82 34
Restaurant 94 40
Restaurant 97 40
Restaurant 87 47
Manufacturing 173 98


1002 transactions, for 530 employees of 10 clients.

 

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