How to Find the Best Software that Fits Your Requirements and Integrates with Dynamics GP

The current process of finding software is broken. Organizations utilize search engines, high-level catalogs, reviews, sit through countless demos & at the end of their vetting process, jump into an agreement where stones (requirements) may still be left unturned and the agreement may end up feeling like a leap of faith.

Let’s examine further…

  • Search Engines. Talk about information overload. If you search ‘Top Budgeting Solution’, you’re left with websites that do nothing but gather outdated reviews from paid customers (or from the vendors themselves, YIKES) or you’re left with the software companies themselves and their well-funded and clever advertisements selling to you. After looking a software site for awhile, you then jump into the next step…

  • Countless Demos. It could be the first demo or it could be the tenth demo that you ultimately move to the next step with. The point is that time is wasted on all fronts with unnecessary “canned” demos from sales teams that don’t know your business, your challenges or your actual requirements. Great.

  • There Are So Many to Choose From. In each category, there are dozens and dozens of solutions and they all have different approaches, different targets, different features & fit different types of customers. You can ‘t possibly vet them all to find the best fit and can’t afford to end up selecting the wrong solution. Purchasing software isn’t like buying a new laptop; you can’t just take it back or trade it in for another if you’re unhappy. The costs to switch after you’ve started a project (even when you do find there’s a better solution for you) are simply too great.

  • Referrals. Referrals are great and should always be utilized when the right one is found. However, what does a referral typically look like? You’ve requested one from a vendor and they provide you with the contact information of one of their biggest fans OR you find a referral from a more trusted source but that referral still ultimately doesn’t have the same requirements as you do…

  • Half-Vetted Solutions Turned Agreements. How often do you have every single process and requirement hashed out with the vendor to ensure there’s a fit EVERYWHERE before you ink the dotted line? There isn’t a large enough sales force in the world that has time to sit with all prospects in the pre-sales process to go through every fine detail. What typically happens is that the agreement is signed & then these requirements are hashed out (or found to be misses) as the implementation / go-live proceeds. Not good.

Let’s take a look at finding software using a smarter approach. Let’s take a look at Solugence.

Solugence is a software matching platform where you build a “software profile” that entails what your business requirements are for a particular software category (let’s say a Budgeting/Forecasting & Financial reporting tool) and then Solugence’s software matching algorithm identifies the best solutions that FIT YOU and provides you with a detailed breakdown on why the match. The days of countless demos, endless Google searches, spending weeks—>months trying to vet out software are finished! Oh and Solugence is 100% free!

The best part about Solugence is that its originating roots come from the Dynamics GP world so many of the categories deployed, the solutions that are being matched against, and even the profiles themselves have the specific requirements of a typical GP customer in mind.

Simply put, if you’re looking for software in any of the following live categories, you HAVE to consider using Solugence to help you find the best fit. Solugence will save you time, money and is the smartest way to finding the right software that fits you.

“Live” Categories on Solugence

  • Budgeting, Forecasting & Financial Reporting (which Management Reporter replacement is the best fit for you?)

  • Lease Accounting (ASC 842 is upon us and it’s crystal clear that this is not something we’ll find in GP or any ERP system for that matter)

  • Expense Reporting (Did you know that there are over 50 EXPENSE REPORTING SOLUTIONS in the marketplace? Solugence will help you find what fits you best and integrates with GP)

  • A/P Automation (GP has made some strides in this category with their workflows and document attachments, however, full A/P Automation solutions are incredibly beneficial to organizations running GP).

  • Fixed Assets (GP has a simple fixed assets solution that will suit some with some patience and oversight; there are dozens of other great solutions that focus solely on Fixed Assets available)

Learn more & get to finding smarter @ https://solugence.com.

GP Security: Identifying Security Roles, Tasks, & Operations

A common request we receive is: "We want to tie down security of our users but have no clue as to who has access to what".  To be frank, the reporting for this in GP is not exactly easy to come by.  While there are a number of ISVs available that will provide you with tools and analytics for this information, we have a quick fan-favorite solution via SQL to gather this data.

This information can also be found on the Microsoft Developer Blog here.  

First thing's first, in order to get the following script to populate data, the Clear Data Procedure on the Security Resource Descriptions table within GP.  This can be done from Microsoft Dynamics GP>>Maintenance>>Clear Data

Select 'Display' in the toolbar change to 'Physical', Series = 'System' & Table = Security Resource Descriptions.

After inserting the table and running the clear data procedure, the SQL query will now populate the users>>roles>>tasks>>operations which can be used as a starting point to identify and cleanup security/internal control concerns.

SELECT DISTINCT

    S.USERID UserID, S.CMPANYID CompanyID,

    C.CMPNYNAM CompanyName, S.SecurityRoleID,

    coalesce(T.SECURITYTASKID,'') SecurityTaskID,

    coalesce(TM.SECURITYTASKNAME,'') SecurityTaskName,

    coalesce(TM.SECURITYTASKDESC,'') SecurityTaskDescription,

    coalesce(R.DICTID,'') DictionaryID,

    coalesce(R.PRODNAME,'') ProductName,

    coalesce(R.TYPESTR,'') ResourceType,

    coalesce(R.DSPLNAME,'') ResourceDisplayName,

    coalesce(R.RESTECHNAME,'') ResourceTechnicalName,

    coalesce(R.Series_Name,'') ResourceSeries

FROM    SY10500 S   -- security assignment user role

LEFT OUTER JOIN

    SY01500 C   -- company master

    ON S.CMPANYID = C.CMPANYID

LEFT OUTER JOIN

    SY10600 T  -- tasks in roles

    ON S.SECURITYROLEID = T.SECURITYROLEID 

LEFT OUTER JOIN

    SY09000 TM  -- tasks master

    ON T.SECURITYTASKID = TM.SECURITYTASKID 

LEFT OUTER JOIN

    SY10700 O  -- operations in tasks

    ON T.SECURITYTASKID = O.SECURITYTASKID 

LEFT OUTER JOIN

    SY09400 R  -- resource descriptions 

    ON R.DICTID = O.DICTID AND O.SECRESTYPE = R.SECRESTYPE

    AND O.SECURITYID = R.SECURITYID

Without the Clear Data procedure ahead of time, the resource descriptions table would be empty and provide no detail on the security operations.

Security is never fun and sometimes hard to grasp your arms around.  We hope this report helps.  Please leave us any questions or feedback below & be sure to our out website @ ALaCarteGP.com.

Until Next Time!