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Profiles in Successful EDI Integration to Dynamics GP by Data Masons

Profiles in Successful EDI Integration to Dynamics GP by Data Masons. Presenters: Glenn McPeak & Dennis Bruce. Your Presenters.

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Profiles in Successful EDI Integration to Dynamics GP by Data Masons

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  1. Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn McPeak & Dennis Bruce

  2. Your Presenters • Glenn McPeak – Senior EDI Specialist25 Years of ERP/EDI Integration & Compliance Experience8 Years of GP ExperienceParticipated on Several Microsoft Dynamics Product Planning Committees • Dennis Bruce - Director of Business Development13 Years of Experience in the Microsoft Dynamics Channel Solution Expert for EDI & ERP Integration for Dynamics

  3. Agenda • Introductions • Overview of the Challenges and Opportunities of EDI Integrations • Types of EDI Partner Relationships with GP – What is Possible? • Industry Specific Challenges • Customer Success Profile: Boundtree Medical (Partner: Socius 1)Tescom (Partner: Rich Solutions)Burgaflex (Partner: Summit Stream)National Geographic (Partner: Straight Arrow Consulting)

  4. Overview of the Challenges and Opportunities of EDI Integrations • EDI Integration is Challenging. Why? • Inconsistencies in the Use of “standards” • Business Models are changing faster than software • Performance can make or break • It Might require invasive changes to GP or Expensive… But…. • You can more easily change your business model • Business Document Integration can offer huge savings • Errors can be reduced dramatically • Processing can happen 24/7

  5. Types of EDI Partner Relationships with GP – What is Possible? • Customers • Suppliers • Banks • Public Warehouses • Freight Companies • Documents – PO’s, Invoices, PO Acks, Product Catalogs, Address changes, messages, errors, all sorts of freight documents, inventory planning data and much more.. • The beauty is it can all be checked and you can manage your process flow by exception

  6. Boundtree Medical (Partner: Socius 1) • Large provider of medical products and controlled substances to hospitals and healthcare distributors • Migration from a legacy system to GP and Vantage Point EDI enabled them to redirect activities of 5 FTE’s • Thousands of transactions per day – Inbound and Outbound PO, Invoices, ASN’s, PO Acknowledgements • Manage by Exception • Able to manage their “authorized customer” management in Vantage Point before orders can be created for unauthorized products

  7. Tescom (Partner: Rich Solutions) • Repairs Electronic Equipment for major Telecommunication Companies like Verizon and AT&T • Dynamics GP 2010 • Integration of PO’s to RMA’s In GP • Outbound ASN’s and Invoices

  8. Burgaflex (Partner: Summit Stream) • Tier One Automotive Supplier – manufactures air conditioning and hydraulic hoses • Planning Schedules and Forecasts Inbound • PO’s Inbound • Outbound ASN’s with AIAG Labeling • Outbound Inventory Stock Information • Kanban driven replenishment

  9. National Geographic Learning(Straight Arrow Consulting) • Produces Books for Education Market • Completely Outsourced Logistics – EDI enabled • Customer and Supplier Facing EDI • EDI with GP so successful corporate parent is considering adoption of GP for other divisions

  10. EDI Inbound Documents FTP, AS2, VAN, ETC. GP Tables Dynamics GP eConnect Vantage Point EDI™ CustomTables / Fields Maps Maintained By Data Masons or User/Partner

  11. EDI Outbound Documents SQL View FTP, AS2, VAN,ETC. GP Tables Vantage Point EDI™ Maps Maintained By Data Masons or User/ Partner Or eConnect CustomFields

  12. Data Masons Software • Produces Books for Education Market • Completely Outsourced Logistics – EDI enabled • Customer and Supplier Facing EDI • EDI with GP so successful corporate parent is considering adoption of GP for other divisions

  13. Contact Information Glenn McPeak Tel: 866-575-1631 x902 Email: glenn.mcpeak@datamasons.com Dennis Bruce Tel: 866-575-1631 x951 Email: dennis.bruce@datamasons.com

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