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Intellitec User Group June 24, 2014

Intellitec User Group June 24, 2014. WELCOME. Intellitec Update. Dynamics GP Practice continues to grow CRM – Integrations with ERP Microsoft Gold Certification Partner Advisory Council & RAMP Product Advisory Council – Management Reporter Transition Planning – upgrade/licensing/MR

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Intellitec User Group June 24, 2014

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  1. Intellitec User GroupJune 24, 2014 WELCOME

  2. Intellitec Update • Dynamics GP Practice continues to grow • CRM – Integrations with ERP • Microsoft • Gold Certification • Partner Advisory Council & RAMP • Product Advisory Council – Management Reporter • Transition Planning – upgrade/licensing/MR • Case Studies/Pinpoint/References/Referrals • New Products • Solver – “BI360” • Salespad • Vertex • Experlogix

  3. How we can help • Evaluation of Business Processes/Systems to improve efficiency • Enhance access to and type of information provided from systems (Dashboards, Metrics, Trend Analysis) • Extending Dynamics data to non-Dynamics users • Cloud Initiatives • Webinars • Tailored Training • Integration with other systems • Third Party Products to Extend Dynamics Functionality

  4. GP versions and Licensing • G10 Extended support • GP 2010 (SP3) Mainstream support Ends 10/13/15 • http://support.microsoft.com/lifecycle/?c2=641 • Plan your upgrade with us to minimize possible $$ • User licensing • Annual Maintenance

  5. Extended vs Mainstream

  6. Revenue and Expense Deferrals • National Accounts • Analytical Accounting • Cash Flow Management • Lockbox Processing • Refund Checks • Advanced Analysis Cubes • PO Generator • Extended Pricing • Grant management • Account level Security • Time and Expense (project) • Customer Vendor Consolidations • Refund Checks

  7. Unlimited Payroll Employees • Unlimited HR Employees • Unlimited BP users • Unlimited Viewer MR users • Unlimited Designer MR users • Unlimited Excel users • Unlimited SSRS users • Still need SQL CALS

  8. Current Maintenance Plans • Enhancement 16% of list • Advantage Plan 18% of list • Advantage Plus 25 % of list

  9. GP upgrade planning • Perpetual Licensing $3000/user • Light User 600/user • Previous Versions before 6/30 July1 • BRL Essential * $2,250 $2,600 • BRL Advanced 3,980 no change • Module Professional* 2,100 2,600 • Module Standard * 750 750 * BUY Before you upgrade

  10. Web Client

  11. Agenda 

  12. General Comments • Networking • Breakfast • Breaks • Lunch • Structured Networking • Take back what you learn and apply it • Please turn in your Evaluation Forms • Content will be provided via web link post event

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