Migration is Not Just for Birds: 5 Reasons to Migrate from PeopleSoft to Dynamics 365

It’s hard to believe that it has been 14 years since Oracle acquired PeopleSoft. Since then, PeopleSoft customers made the choice to stay with Oracle or move to a competing cloud alternative – but some companies are still using PeopleSoft. Are you one of them?

Support Until 2020

The support extension provided by Oracle through 2020 cannot hide the fact that PeopleSoft is mainly based on an architecture developed a couple of decades ago. The majority of PeopleSoft customers will have to determine whether they are well served by a product whose data design harks back to the mainframe.

Sticky ERP

Why do companies stick with PeopleSoft or other legacy products? That’s a good question. It may be because enterprise software is particularly sticky. Companies don’t change their ERP systems because the number of enterprise users are in the thousands, requirements are complex, implementation takes longer and costs are much higher. Therefore, expecting hundreds of large global companies to switch overnight to a new ERP system was never realistic. One thing is clear: doing nothing will become increasingly costly and will adversely affect your business.

Oracle Difficult to Implement

PeopleSoft customers can migrate to an Oracle product, and there is a popular misconception that it’s easy for PeopleSoft customers to migrate, but it’s simply not true. PeopleSoft and Oracle are based on radically different architectures and deployment models, and implementation can be costly and time-consuming.

Five Reasons PeopleSoft Customers Should Migrate to Microsoft Dynamics 365

  1. Easy to Use and Maintain

    Microsoft Dynamics 365 for Finance and Operations, Enterprise, (formerly Microsoft Dynamics AX),  offers a rich array of functionality to serve the needs of a wide variety of enterprise companies in a variety of industries. Built using industry-standard tools and database, Microsoft Dynamics 365 is easy to implement and maintain.

  2. Price and Total Cost of Ownership

    PeopleSoft is costly to maintain. Microsoft Dynamics 365 is less expensive for initial licensing, implementation, and on-going maintenance. It is a better value proposition overall, and chances are it integrates with a lot of your other existing systems.

  3. Increased Productivity

    Dynamics 365 is designed to work like Excel and Outlook. With the vast array of open database tools from Microsoft and a host of other sources, Microsoft Dynamics 365 data can be readily queried, mined, extracted and interfaced with analytical applications, trading partner systems, third party applications, and productivity tools.

    The Microsoft Dynamics 365 user interface is role-based, meaning each user has a home screen that is tailored to provide easy access to the activities and functions that they use every day – boosting productivity.

  4. Cloud Services

    Microsoft Dynamics 365 allows you to take advantage of cloud services, scale globally, run agile operations and connect employees by enabling real-time access to insights on any device.

  5. You’ll love the Human Capital Management

    Fans of PeopleSoft love it’s human capital management (HCM) capabilities. Well, I’m here to tell you that the HCM functionality within Dynamics 365 is stellar, and getting better all of the time. Dynamics 365 for Talent enables exceptional experiences across employee attraction, engagement, development, and retention.

The time is now to migrate to a less expensive, easy to use system that will have your users singing its praises. Let me know if you have any questions about a migration to Microsoft Dynamics 365 from PeopleSoft or another legacy product.

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 Robbie-2017products helps SBS Group customers maximize ROI on technology investments.

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.
https://www.linkedin.com/in/robbiemorrison

Stop all of that Typing and Start Connecting

Do you find that your sales and customer service people spend a ton of time typing? Typing contact names, typing notes, typing information. Typing, typing, typing. It’s just not the best use of your people’s time. But with all of the data included in your CRM, email, and team calendars, it can be difficult to keep your customer and prospect records up to date.

What if we told you that your sales and customer service teams no longer need to manually enter data and associated activities with contacts, leads, accounts, or opportunity records? Inbound and outbound interactions and meeting information can be intelligently searched and displayed in an intuitive dashboard.

SalesConnect 365 integrates with Microsoft Dynamics 365

Get Intelligent with SBS Group SalesConnect 365

SBS SalesConnect 365 for Dynamics 365 for Sales searches your company’s email and calendar system to retrieve relevant data about your customers and prospects, and presents that information as actionable insights. SalesConnect365 can create more opportunities, improve close ratios, and drive more revenue.

The SalesConnect 365 Cloud

All documents are searchable on Dynamics 365 records and stored in the SalesConnect Cloud, so you can stay connected from anywhere, at any time. Taking away the burden of (attempting) to enter all prospect and customer data into Dynamics 365 empowers your team to spend more time in front of your customers, actually selling—and with high-potential customers highlighted in your analytics, you can focus your resources on the opportunities most likely to close and create revenue. And servicing the customers who need help the most.

Improve Customer Interactions

SalesConnect 365 identifies customer buying behaviors and measures the strength of your customer relationships, allowing your team to better understand their preferences and create a more engaging experience—therefore improving your relationships and ultimately creating and converting more opportunities.

SalesConnect

Today’s customers are more informed and have higher expectations than ever before. Dynamics 365 for Sales enables you to better understand customer needs, engage more effectively, and win more deals. Dynamics 365 for Customer Service gives your team a  single, unified experience that delivers end-to-end service across every channel—earning customer loyalty and empowering agents. When combined with SalesConnect 365, your CRM experience is enhanced to drive more business.

Learn more about SalesConnect 365 or request a free evaluation today.

Sincerely,

Joe Gulino
Director of Corporate Account Sales, SBS Group

About Joe
Joe Gulino has spent 30 years growing and running mid-sized ERP and CRM consulting organizations. Recently, he has focused his career on helping large and mid-sized services companies select, procure and implement ERP and CRM solutions. He has experience in several industries including manufacturing, distribution and professional services.
joegulino
Today, Joe serves SBS Group customers in his role as Director of Corporate Account Sales where he helps customers solve business problems using Microsoft Dynamics 365 technology. Joe holds a B.A. in Business Administration and Computer Science from Rosary College, and is based in Naperville, Illinois.
https://www.linkedin.com/in/joe-gulino-0a0ba72/

 

Dynamics 365 for Sales/CRM Announcements at Microsoft Summit User Group

At the Microsoft Dynamics 365 User Group Summit 2017 in Nashville, the Dynamics 365 product team walked customers through a range of updates within Dynamics 365 for Sales/CRM.

Connecting CRM data with Office, LinkedIn graphs

Within Dynamics 365 Sales, there is an emphasis on “social selling with context,” meaning more bi-directional flow of data between D365, Office and LinkedIn, to round out visibility of a lead or opportunity, and to make it all about relationship sales. Microsoft is using “fuzzy logic” technology to  surface LinkedIn data from Dynamics, and vice versa. Actions taken in Sales Navigator will also filter back to the field and activities of the Dynamics entity. Dynamics 365 leads can also be sent to LinkedIn if the sales rep believes he or she will be better engaged via communications on that platform. Those interactions will be fed back to Dynamics, too, as part of the integration.

Azure Advancements

Microsoft noted advances in the use of Azure-based analytical tools for the benefit of Dynamics 365 for Sales/CRM customers. The team is updating Customer Insights with segmentation, lead scoring, conflation analysis (duplicate matching), and other machine learning capabilities.

Customer Insights: Engage your customers with intelligent insights
Understand your customers to better engage them through intelligent insights. Using Dynamics 365 with Microsoft Azure, transform your data into timely and relevant information, inferences, and predictions that help your business succeed.

In Customer Insights, segmentation capabilities of the current release are “not just demographic, but psychographic,” said Dynamics 365 general manager, Param Kahlon, speaking at a Summit general session. So while segments can be created based on static attributes like postal code, they can also be created based on predictive logic about the likelihood that the people will respond to a particular message or offer.

Customer Insights is built to support two things, Kahlon explained. First, it can ingest large volumes of data from multiple sources about customers. Second, the system is designed to identify the same person or entity represented across systems and provide an accurate and cohesive profile for use in analysis.

Beyond out-of-the-box algorithms provided with Customer Insights, Microsoft also wants customers to create their own machine learning algorithms. For example, a customer churn score could be developed relatively easily, Kahlon told users, if the organization has lists of known customers that have and have not churned. The machine learning engine can analyze data around those lists and build a model that can be applied to new customers to provide a likelihood-to-churn score. A set of activities or alerts could then be implemented to manage those high-risk customers.

SBS Group SalesConnect 365 Connections that Drive BusinessSBS SalesConnect 365 crawls your company’s email and calendar system, intelligently searches and retrieves all useful data about your customers and prospects, organizes the information in Dynamics 365 for Sales, and presents that information as actionable knowledge you can use to improve close ratios, create more opportunities, and drive more revenue. Click here for more information, or to request a demo.

User experience to be updated to a unified interface

The v9 launch also opens the next chapter in the Dynamics 365 team’s work to optimize the user experience. It is a journey that began over six years ago, Kahlon said, and has now been through several iterations. The new interface, known as the Unified Client Interface (UCI), will be used to update all the existing customer experience apps, as well as the as-yet unreleased lower-tier sales app and marketing app.

The updated look and feel is subtle in some places, but the technology change is significant, and Microsoft representatives say they have tried to find a balance between improving visual borders, information density, and layout. Some seemingly small improvements will make a big impact on customers, like the ability of a long field value to dynamically wrap to a new line rather than being cut off – a feature that drew applause from users.

Let us know if you have any questions about these or other announcements at Microsoft Summit.

Sincerely,

Joe Gulino
Director, Enterprise Sales, SBS Group

About Joe
Joe Gulino has spent 30 years growing and running mid-sized ERP and CRM consulting organizations. Recently, he has focused his career on helping large and mid-sized services companies select, procure and implement ERP and CRM solutions. He has experience in several industries including manufacturing, distribution and professional services.
joegulino
Today, Joe serves SBS Group customers in his role as Director of Corporate Account Sales where he helps customers solve business problems using Microsoft Dynamics 365 technology. Joe holds a B.A. in Business Administration and Computer Science from Rosary College, and is based in Naperville, Illinois.
https://www.linkedin.com/in/joe-gulino-0a0ba72/

 

What the Heck is Microsoft Dynamics 365 for Project Service Automation?

One of the most common questions we’ve heard from professional services companies lately is: What the heck is Microsoft Dynamics 365 for Project Service Automation (PSA)?

Microsoft Dynamics 365 for Project Service Automation is a Microsoft Dynamics 365 for Sales (CRM) solution. It helps professional services companies run their business more productively by bringing people, processes, and automation technology together through a unified experience. PSA is a powerful addition to Dynamics 365 that enables project management capabilities in Dynamics 365.

Simply put, Microsoft Dynamics 365 for PSA unites opportunity management with project planning and management. After the sales and planning stage, Microsoft Dynamics 365 PSA excels at handling resource management, team collaboration, time and expense management, customer billing and service analytics.

Dyn 365 PSA

Microsoft Dynamics 365 Project Service Automation

I guess the first pertinent question might be, why do I need PSA? After all, we already have Microsoft Project which is an advanced project management tool! Microsoft Project is a great tool for project managers and in some circumstances, might be the only tool you need, Microsoft Dynamics 365 PSA won’t be for everyone! But you will find that Microsoft Dynamics 365 PSA has a slightly different focus, it is not “just” about project management. It is more focused on the engagement with the customer. By this I mean it covers the full life cycle of the project right from initial estimate to completion.

SBS Group has partnered with hundreds of professional services clients to help them utilize technology solutions that lower costs, improve visibility and enable efficient allocation of resources. Our solutions for project-driven firms are:

Microsoft Dynamics 365 PSA for companies with Microsoft Dynamics 365 for Sales (CRM)
Progressus for small to medium sized companies
AXIO for enterprise companies

All three products are based upon common data services, and interact seamlessly together, and with Microsoft Dynamics 365. Progressus and AXIO run on the back-office ERP side of the business, while Microsoft Dynamics 365 PSA is on the front-office CRM side of the business.

We cover this in more detail in our webcast, 5 Reasons Project Driven Firms Switch to Dynamics 365. Interested in learning which solution is right for your company? Start a discussion with one of our business technology experts today. Contact us for a free evaluation.

Best Regards

Eric

About Eric Forgo

Eric serves as the Director of Business Intelligence and CRM for SBS Group. He is responsible for developing and driving innovative solutions, overseeing related services and ensuring SBS Group customers derive maximum business value from their technology investments.

Eric has spent more than 20 years in the Microsoft ecosystem, holding executEric Forgo, SBS Group Directors BI and CRMive positions with leading ISVs and consulting firms where he led teams in the deployment of Microsoft ERP and CRM. In addition to his technology background, Eric spent the early part of his career in financial management. He is a CPA with a BS in Accounting from the University of Connecticut and an MBA from Boston University with a concentration in Finance.

 

Young Love, Project ROI and Microsoft Dynamics 365

Do you remember when you first started dating? Young love, holding hands, all of that business. You wanted to make sure that whatever you put into relationships, you would be getting back out of it. Did they make you laugh? Did they have a positive outlook on the world? Were they into the same activities as you? Hey, I did say YOUNG love. Or maybe you have kids who are going through this right now. It’s an investment. The same is true for any investment in life, as well as business.

Businesses are in business to make money. But when it comes to projects, calculating the true value of any project with respect to its impact on margin has always been challenging, mainly due to the ambiguity of turning notions into dollar values.

For instance, training employees will improve expertise and productivity, but how does that translate to bottom-line savings or revenue growth? Spending thousands of dollars on automated systems and software is likely to improve work efficiency, but what’s the dollar-value improvement of that efficiency?

Return on investment (ROI) is a key calculation in answering these questions, as well as showing the project value and its impact on the margin.

In a previous post, we talked about how a project-based environment helps companies better project a return-on-investment (ROI). Why is this important? Your customers want to know what their ROI is going to be if they do business with you. And you want to improve project profitability, as well as determine what ROI you are receiving from your own internal projects (when you implement Microsoft Dynamics 365 for instance 😊).

Project ROI

So what is Project ROI? It’s an indicator used to measure the financial savings/gain (or loss) of a project in relation to its cost. Typically, it is used in determining whether a project will yield positive financial benefits, and in turn giving approval to proceed. In six sigma, the formula is:

Project ROI = ((project’s financial gain or loss – project’s cost) / project’s cost)) X 100.

SBS Group has two products for companies who need project management, both based on Microsoft Dynamics 365: AXIO for larger, enterprise companies, and Progressus for small and medium sized businesses. Both products help you predict, manage, and track ROI.

axio-for-professional-services

AXIO helps you run your business and projects more effectively with enhanced resource management, invoicing, accounting, revenue recognition, collections, contract management, project budgeting and beyond.

Progressus monitors ROI every step of the way from project setup, budgeting, resource management, cost tracking, and time and expenses.

Let us know how we can help you measure ROI, and if you have any questions.

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 Robbie-2017products helps SBS Group customers maximize ROI on technology investments.

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.
https://www.linkedin.com/in/robbiemorrison

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