[webcast] Five Reasons Project-Driven Firms Switch to Dynamics 365

I’ve been asked this question a hundred times in many different ways, but it all comes down to “Why should a project-driven company switch to Dynamics 365?”.  It sounds like a simple question, but the answer can be a little overwhelming.  Of course, that never stops me from venturing an answer.

How is it overwhelming? 

At the risk of sounding like a software sales guy (which I’m not), I’d have to say that the answer is dependent on who’s asking.  The overall value to a traditional professional services firm is different than other project-driven companies, like machinery manufacturers or specialty contractors.  Research companies, government contractors and communications providers all gain massive value in different ways, but all have one thing in common:  Their business success is directly tied to large projects.


A picture is worth a thousand words.

If a picture is worth a thousand words, then a 45-minute webcast should be more than enough to get the point across.  Join me on August 25th, 2017 at 11:00 a.m. EST and I’ll do my best to provide an answer to this question.  I’ll be….

  • Sharing the top five reasons we see project-driven companies switching to Dynamics 365.
  • Introducing you to the products our clients utilize to enhance Dynamics 365 for project-driven companies
  • Drilling into contracts management, project management, revenue recognition and other topics critical to project-driven companies.

Who should attend?

This webcast isn’t for everyone, but it will be of value to just about anyone interested in learning what modern business management systems look like for project-driven companies.   IT leadership, services directors, sales directors and certainly owners and executives will all benefit.

Does size matter?  Yes, but we will be outlining multiple options for large or global enterprise firms as well as SMB firms with less than 250 employees.  Although the implementations for each are distinctly different, the core value and challenges are quite similar.

If your company is planning to upgrade any of their core systems – like ERP, PSA, CRM or even office productivity, you may find that this event holds value.  If you want to know more about the value of “the cloud” or mobile access, then definitely join.

I hope to see you online.  Registration is easy, just click here to RSVP then login to join me on August 25th at 11:00 am Eastern.


Best regards,

Robbie Morrison
Chief Solution Strategist, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem and products helps SBS Group customers maximize ROI on technology investRobbie-2017ments.

Today, Robbie serves SBS Group customers in his role as Chief Solution Strategist where he provides thought leadership and manages the development of B2B solutions.  Robbie received his MBA from the University of Georgia, Terry College of Business.

With Microsoft Dynamics NAV, You’ll Get Quality Results in Less Time at Less Cost

Microsoft Dynamics NAV for Warehouse ManagementAs warehousing and distribution channels grow increasingly complex, efficient management of the supply chain becomes even more critical to profitability and customer satisfaction. Manufacturers and distributors need an integrated business management solution that can connect information from across the organization and increase visibility throughout the supply chain.

Microsoft Dynamics NAV for warehouse management is an integrated business solution that empowers companies to increase supply chain transparency and improve execution. With Microsoft Dynamics NAV, you get the tools you need to respond quickly to customers, rapidly pursue new market opportunities and improve profitability by working efficiently with supply chain partners. Microsoft Dynamics NAV also helps you manage a broad range of other business areas according to your particular needs.

Key Warehouse Management Functionalities:

  1. Automated Data Capture System–Capture data automatically. Keep data accurate, even in a hectic environment. ADCS supports some of the workflows in the Warehouse Management Systems that enables warehouse automation.
  2. Bin Setup—Easily set up and maintain your bins by defining both the layout of your warehouse and dimensions of your racks, columns, and shelves; set up and maintain your planning parameters by defining the limitations and characteristics of each bin.
  3. Internal Picks and Put-Aways—Create pick and put-away orders for internal purposes, without using a source document (such as a purchase order or a sales order).
  4. Warehouse Management Systems—Manage items on a bin level. Receive and put away items on a bin; pick up items based on the zone and bin ranking, and more.

Warehouse management ensures that accurate, up-to-date information is accessible to people who need it throughout the organization and among supply chain partners.

Download our whitepaper, Microsoft Dynamics NAV for Warehouse Management, to learn how Microsoft Dynamics NAV harnesses the power of an integrated value chain to increase your customer satisfaction, improve your profitability throughout the supply chain, optimize your warehouse space, improve your order fulfillment and provide flexibility for you company’s growth and a competitive advantage.

Transportation Management Systems Can Reduce Costs By Up to 30%

transportation managementRegardless of industry, a smart business owner or operations manager is always looking for ways to increase efficiency and reduce overhead. In today’s ultra-competitive economic climate, finding ways to increase margins without negatively affecting quality are invaluable. Fortunately, developments in transportation management software (TMS) systems have made it possible to increase margins while simultaneously improving efficiency and quality of service.

A transportation management system (TMS) helps companies move freight from origin to destination efficiently, reliably, and cost effectively. There are many benefits that a robust TMS can provide, but the main reason most companies implement a TMS is to reduce freight spend. A good transportation management system will include analytics and data to help reduce expenses such as driver overtime, fuel, and inefficient routes.

While reduced transportation spend is generally the largest benefit of a TMS solution, benefits such as service level improvements, increased market share due to customer service improvements and inventory reduction processes should not be overlooked. Some additional benefits include:

  1. Increased visibility—Today’s supply chain managers need to make quicker decisions based on real-time data. With increased visibility, companies become more agile and more responsive to changes. An integrated TMS can provide end-to-end supply chain visibility; enabling better inventory forecasting and better accuracy and streamlining throughout the entire process.
  2. Improved customer service—TMS reporting and analytics enable you to monitor on time performance, track shipments, and identify service failures. This information can be used to upgrade and improve your service and support efforts, resulting in overall increases in customer satisfaction.
  3. Efficiency and productivity in operations—TMS systems enable companies to centralize the logistics function, providing support across the entire organization by synchronizing processes and eliminating bottlenecks in the system.
  4. Real-time tracking of drivers—One of the biggest benefits is the ability to gather data about how much time specific routes take in order to build a more efficient schedule.
  5. Streamlined billing processes—A good transportation management system will allow you to automate most, if not all, processes. The amount of time you’ll save on paperwork alone could make transportation management software worth the investment.
  6. Greater collaboration—A critical piece of the TMS solution is its capacity to connect the many partners that have input on the freight movement process. With increased collaboration, supply chain partners are able to identify opportunities not just for their business own units, but opportunities that affect the entire supply chain.

Transportation needs change with time, as do a company’s requirements for its logistics and supply chain management. It’s tough to be competitive with pen-and-paper operations, which means it’s becoming increasingly important to adapt to and incorporate the technologies that are making the difference between lackluster and industry leading operations.

Download our whitepaper, Take the Next Step to Optimize Your Supply Chain with a Transportation Management System, to learn how a TMS can save your organization time, improve accuracy, increase customer service levels, and provide real-time tracking and instant data to better manage your supply chain.

Is Your ERP Holding You Back?

ERP ChecklistGrowing companies have a laser focus on managing growth while maximizing profits. Key metrics tend to revolve around boosting productivity, reducing costs, and achieving greater competitive advantage. With these objectives in mind, key ERP system requirements help growing companies realize a significant impact on the bottom line.

Does your company have the right ERP system which can help you address challenges by helping your organization streamline business processes and proactively manage performance?

Download our whitepaper, How Does Your ERP System Measure Up?, which includes a checklist to help you analyze your current system’s capabilities and diagnose where you can make improvements that will have a positive effect on the bottom line.

December PMI Results Round out 2013

After an unexpectedly strong push in November, the Purchasing Managers Index (PMI) fell slightly in December, down to 57 from 57.3. This ends the 6 month growth streak in the manufacturing sector, although it does mark the 55th consecutive month of growth for the overall economy.

As expected, Exports (-4.5%), Inventories (-3.5), and Backlog of Orders (-2.5) dropped heavily with the holiday season ending. Exports and Backlogs are still growing, but at a lesser rate, while Inventories are now contracting. Production (-0.6) was the only other factor to decrease, but still maintains the second strongest index ranking of 62.2.

The highest ranking on the index belongs to New Orders (+0.6) which hit 64.2 and fell behind Customers’ Inventories (+2.5), Supplier Deliveries (+1.5), and Prices (+1.0) for strongest growth rate. However, Customers’ Inventories are still quite low, registering only 47.5 on the index which marks the 25th consecutive month trending below the 50.0 line. Employment continues to rise (+0.4) while Imports reflected no change, remaining at the 55.0 level.

In December, only 13 of the 18 manufacturing industries reported growth. This was down from the 15 in November. However, November was the strongest month for 2013 with the 57.3 mark. The 2013 average was 53.9, with the first half of the year averaging 51.5 and the second half jumping remarkably to average 56.3 on the index. The 2013 PMI rose 2.7% over the 2012 rating of 51.2%.

The last 6 months of 2013 produced incredibly strong results for the manufacturing and distribution industries. SBS Group has a dedicated team of industry experts and ERP solutions that can help your organization capitalize on the strong growth. Contact us for more information.

December PMI

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