Software Answers

Are you invoicing electronically?

Technology Management, in partnership with Equisys, has introduced an electronic document management solution, Zetadocs, which integrates seamlessly with Microsoft Dynamics NAV. We can provide advice on how adopting a secure, sustainable approach to invoicing can benefit your company.

With seamless integration to NAV, Zetadocs allows invoices to be delivered via email and/or fax, providing the following benefits:

· Reduced costs - no postage, reduced stationery and less time spent by staff preparing invoices

· Improved cash flow – delivering documents in real-time encourages faster payment

· Increased efficiency – time spent preparing and sending invoices can be spent on other tasks

· Improved customer service – automatic archiving of documents allows quick retrieval for quicker query resolution.

· Reduced carbon footprint – eliminating paper from your invoicing process can help your organisation meet sustainability targets.

Electronic Invoicing for Microsoft Dynamics NAV Web Event

Our software partners Equisys are running a series of free webinars. The upcoming event on “Electronic Invoicing” focuses on how Zetadocs can help you improve business efficiency and save you money:

Date: Wednesday 22^nd February 2012

Time: 3.30pm

Cost: FREE

To register for the event follow the link: http://www.equisys.com/products/zetadocs_for_nav/einvoicingwebinar.html

For more information on how Technology Management can help your business, contact Jason Tromans at Jason.Tromans@tecman.co.uk or call 01902 578300

New Schedule of Free NAV workshops at TecMan announced

The popular free monthly workshops that have run for several years, are now scheduled for the 1st quarter of 2012.

We are covering VAT settlement returns and reconciliation, Jet Reports and Fixed Assets.  These run at our offices in Wolverhampton and hosted by our support team which means its a guaranteed sales person free event! 

If you have a support contract or are interested in moving your support across to Technology Management, book on, meet the team and maximise your investment in Dynamics NAV by finding out what's possible with the software.

Book on at www.tecman.co.uk/events

Liam

Microsoft Certification Gold in CRM and ERP for 2012

Pleased to confirm that we continue to hold Gold Certification with Microsoft for Dynamics ERP and CRM for the next 12 months.

This certification is the highest available from Microsoft, and requires a minimum of 6 certified employees in each competency. A number of case studies plus the completion of a customer satisfaction survey was also required to be successful.

The CRM team now stands at 10 dedicated people while our Dynamics ERP teams number 16. The investment in quality people all trained and certified to the highest level in implementation, consultancy, development. training and dedicated support is recognised by this certification.

CRM 2011 Role Tailored Forms

I have come across many CRM implementations where the fields on various forms can start to get cluttered and confusing. The fields always tend to be required by someone within the business but without proper management the sheer number of fields can start to take up un-necessary real estate on the form. Take for example a sales manager, when they open an account record they probably want to see key information such as year to date revenue, sales forecasts and turnover. This is fine, we can add that information to the form and the sales manager will be happy, but what about the poor support technician? When they open the account form they want to be able to see support contract details and case history, without having to scroll past a boat load of sales information first. Thankfully CRM 2011 has a great feature that means you can tailor forms based on the role of the user, so the form for a sales manager can now have completely different content and layout to what a support technician may see. All we need to do is create a relevant form, with the desired layout, and then assign a security role to that form.

So here’s what a sales manager will see when they open up an account record:

And here is what a support technician will see when they open up an account record:

As you can see, they are two totally different sets of fields, but very relevant to the user accessing it. The forms are clean and un-cluttered, which makes the user experience a whole lot better as they don’t need to search through a maze of fields to get to the information they need.

This feature doesn’t stop there though, not only can you customise the form layout on a role by role basis; you can also specify the code driven business logic too! This means you can add different sets of validation and actions to a form, depending on the role of the user accessing it. The combination of these features makes quickly implementing a UI, which fits all users’ requirements, a lot more achievable then previous versions of the product. Feel free to contact Technology Management should you require more information about Microsoft Dynamics CRM 2011, email crm@tecman.co.uk or visit our website http://www.tecman.co.uk/Products/Microsoft-Dynamics-CRM

Nathan.hawkins@tecman.co.uk

Do things differently – automatically file supplier invoices

Streamlining your document management system can help you improve business efficiency, reduce costs and build better relationships with your customers.

Technology Management, in partnership with Equisys, has introduced an electronic document management solution, Zetadocs, which integrates seamlessly with Microsoft Dynamics NAV. We can provide advice on how adopting a secure, sustainable approach to invoicing can benefit your company.

Zetadocs uses pre-printed or sticky label barcodes to automatically scan, split and file batches of documents via an office scanner:

· Reducing the time and cost of filing documents

· Speeding dispute resolution with instant, on-screen retrieval

· Minimising the risk of documents being lost or misfiled

· Easing audit processes, and strengthens compliance with legal regulations and process management standards

Supplier Invoice Processing for Microsoft Dynamics NAV Web Event

Our software partners Equisys are running a series of free webinars. The upcoming event on “Supplier Invoice Processing” focuses on how Zetadocs can help you improve business efficiency and save you money:

Supplier Invoice Processing for Microsoft Dynamics NAV

Date: Thursday 26^th January 2012

Time: 3.30pm
Duration: 30 minutes

Cost: FREE

Register for the event here:

http://www.equisys.com/products/zetadocs_for_nav/supplierinvoicewebinar.html

For more information on how Technology Management can help your business, contact Jason Tromans at Jason.Tromans@tecman.co.uk or call 01902 578300

Pension Auto-Enrolment………What's it all about? & How does it effect you?

Although new duties come in from 1 October 2012, individual employers' own duties will be introduced gradually over the following years and will be based on the size of the employer, typically by PAYE size.

The following is a table showing the staging dates for employers with 3,000 or more employees.  The Government is revising the staging dates for employers with less than 3,000 employees and further information will appear here early in 2012.

Employer (by PAYE  scheme size)	Staging Date
120,000 or more	1 October 2012
50,000 to 119,999	1 November 2012
30,000 to 49,999	1 January 2013
20,000 to 29,999	1 February 2013
10,000 to 19,999	1 March 2013
6,000 to 9,999	1 April 2013
4,100 to 5,999	1 May 2013
4,000 to 4,099	1 June 2013
3,000 to 3,999	1 July 2013

 

There will be a three month waiting period before employers are required to enrol workers into their designated scheme. During this period, workers can choose to opt in to start saving straight away.

The largest employers who are due to auto-enrol between 1 October 2012 and 1 November 2012 will be allowed to start auto-enrolment from as early as July 2012 to avoid the Christmas period.

Employers will be given the flexibility to re-enrol workers three months either side of their automatic re-enrolment date.

Process Documentation Tool

Technology Management provides software that controls and drives business processes. Whether its from the basics of enquiry through sales order to delivery and then payment or a much more industry or even customer specific getting all the steps right and clearly understood can be the key to rapidly and reliably implementing changes.

Documenting how it will work before you do the development in a way that’s clear and easy to understand but no the less comprehensive has always proved a challenge. When you write a specification in word its too open to interpretation but trying to diagram anything but the most basic flowchart in Visio can take an immense and lead to frustration the first time an amendment is needed and all those lines have to be reconnected.

So we are delighted to have recently found and trained up in a new tool called Engage Modeller. Engage is a cloud based tool that easy and rapid enough to be be able to ‘build while you talk’ negating the need to take copious notes and then try to understand them later. As you identify the actions and questions you can drop them into the schematic there and then complete with as many notes about each stage as you need. The connections are created automatically or by drag and drop and you can drill through to sub-processes.

Putting responsibilities and probabilities against each stage and you can calculate your capacity and reliability for each process as well. 

So next time your talking to one of our consultants about a process change don’t be surprised if they fire up Engage. We believe its going to serious improve our quality by not just enabling us to create solutions ‘right first time’ but by shorter solution delivery times via easier communication and making handover to support and understanding of how it works in years to come much easier.

Improve business efficiency with electronic invoicing

Streamlining your document management system can help you improve business efficiency, reduce costs and build better relationships with your customers.

Technology Management, in partnership with Equisys, has introduced an electronic document management solution, Zetadocs, which integrates seamlessly with Microsoft Dynamics NAV. We can provide advice on how adopting a secure, sustainable approach to invoicing can benefit your company.

Zetadocs allows invoices to be delivered via email and/or fax, providing the following benefits:

· Reduced costs - no postage, reduced stationery

· Improved cash flow – delivering documents in real-time encourages faster payment

· Increased efficiency – streamlined processes, increased productivity

· Improved customer service – automatic archiving of documents allows quick retrieval for quicker query resolution

· Reduced carbon footprint – eliminating paper from your invoicing process can help your organisation meet sustainability targets.

Electronic Invoicing for Microsoft Dynamics NAV Web Event

Our software partners Equisys are running a series of free webinars. The upcoming event Electronic Invoicing for Microsoft Dynamics NAV focuses on how Zetadocs can help you improve business efficiency and save you money:

Electronic Invoicing for Microsoft Dynamics NAV

Date: Thursday 15^th December 2011

Time: 3pm
Duration: 30 minutes

Cost: FREE

Register for the event here:

http://www.equisys.com/products/zetadocs_for_nav/einvoicingwebinar.html

For more information on how Technology Management can help your business, contact Jason Tromans at Jason.Tromans@tecman.co.uk or call 01902 578300

DO MORE WITH LESS with Dynamics AX2012

For those of you who haven't yet had the chance to see Microsoft Dynamics AX2012 in action, we're holding a "Do more with Less" event at our offices on Wednesday 14th December.

The session will cover the most significant new features in Dynamics AX2012 that will help you simplify your processes, manage compliance and boost your profits.

We'll squeeze in the following topics for this half-day event, but you'll also have the opportunity to ask us anything relating to Dynamics AX:

• AX2012 - what's new?
• Order processing
• Suply chain management
• Business intelligence & Reporting
• Discussion topics:
  •  Upgrading to AX2012
  •  The new AX2012 licensing model

To register for the event, click here to be taken to our events website.

Another Successful Microsoft Dynamics NAV Event

On November 23^rd Technology Management ran yet another successful Microsoft Dynamics NAV event.

Throughout the morning the functionality of the system was explored; topics covered included how NAV can work with CRM, EDI and E-commerce.

In particular the event highlighted how NAV can provide greater efficiency and productivity to an organisation which in turn can empower employees for business improvement and growth.

If you were unable to make the event but would like to learn more about Microsoft Dynamics NAV then Technology Management would be more than happy to come across to your offices and discuss the solution in more detail. To arrange this please contact Jason Tromans on 01902 578300 or email jason.tromans@tecman.co.uk.

Technology Management are in the process of putting together more events for the New Year; to keep updated with the events schedule keep checking back on http://www.tecman.co.uk/Events.