BMI Microsoft Dynamics NAV Blog

Addicted to Holding On to Old ERP Technology?  Consider This an Intervention.

Posted by Craig Greitzer on Nov 28, 2017 10:56:18 AM

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Day-to-day demands will often distract Distributors from realizing how inefficient their outdated ERP has become. Every time you are forced to create a process outside your ERP solution, you may be losing the battle to gain more customers and prospects.

The pain of operating on old technology and unconnected data systems may be hurting you more than you know. It is not only creating manual workarounds that are error-prone; it is also affecting how your customers perceive you, and getting in the way of acquiring new business.

I recently looked at a customer's ERP system that should have been retired a long time ago. The navigation was not intuitive, and multiple screens were confusing. There was no easy way to get orders into the back office accounting from the ecommerce site.  If I wanted to look closer at a transaction, I had to jump to different modules instead of just clicking a button and seeing all the data behind the numbers.

Sometimes you are so used to doing things the hard way, that you don't even know there is an easier way. For example, when tracking down the shipping costs for an inventory item. With a modern system, you could just click on the total, and see all the landed costs that were incurred to get the item into your inventory. For a distributor with tight margins, knowing your true real-time costs is critical to offering a pricing strategy that makes a profit. In an older system without this capability, you lose sight of just how much your items cost - and don't even see it until after month-end, when it is too late.

A picture is worth a thousand words; we've all heard this adage. That's why graphical representations of your most important key performance indicators should alert you so you can take action. Exception-based data management in a modern ERP solutions  means let's just look at what needs attention so you don't waste time on what's already working.

I toured a distributor's warehouse recently and noticed that there were big screen displays scattered throughout the building so everyone, from the warehouse pickers, to the receivers and purchasers knew what was happening in real-time. Their goals were clearly visible, and alerts were flashing if a sales order triggered an Out-of-Stock  notification. Managers knew when to intervene to keep operations running smoothly.

As in any addiction, the first step to recovery from old technology is admitting you have a problem. The next step is to evaluate how you can add the technology elements that are most important and drive more business into your ecommerce carts and ultimately, your bottom line. 

Please join the conversation by commenting below.

 Business Management International (BMI) is dedicated to bringing business technology to independent distributors to help them compete. We're not afraid to offer radically great customer service and proudly offer Microsoft Dynamics NAV to solve real-world business problems. www.bmiusa.com. 

Topics: distribution software, Dynamics NAV, Business Software, Microsoft Dynamics NAV, BMI Software, Dynamics NAV, Distribution Software

What to Do with a Hopping Mad Customer?  Listen....

Posted by Craig Greitzer on Aug 4, 2017 9:58:43 AM

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Think back to an experience you had with a vendor that frustrated, angered and made you shake your head in dismay. I admit it, unexpected surprises drive me bananas. I don’t mean to pick on the cable company, but this particular experience is top-of-mind.

One of my co-workers recently told me about an infuriating experience she had with an install order at the cable company. She emphasized during the sales process that she was moving and HAD to be connected to the internet on the date scheduled, so remote working was possible. She made an appointment three weeks in advance to be sure the work would get done in time. The cable technician came two hours early, while she was doing a run to the old house. He left a note on the door saying “Sorry I missed you. Call the office to reschedule.” HUH? She had an appointment! The office let her know the next appointment would be two weeks away. Unacceptable!

She was angry and kept calling up the chain, retelling her story, getting rejected until she got a supervisor to listen to her and do something about it. The supervisor empathized with her problem, asked clarifying questions, and determined that she had done everything right to try and get service when she needed it. Then he did something that made her happy. The Supervisor said he would come out HIMSELF the next day on Sunday and install her internet and cable. That kind of demonstration of personal responsibility changed her anger into admiration.

No one likes to deal with unhappy customers. Customers, happy or not, have the power of social media to make or break your business. Here are some tips on handling unhappy customers.

  1. Let them Rant - It is important for customers who perceive that they have been treated unjustly to talk about their issue. Ask clarifying questions to let them know your are listening to them, and want to get details. Say things like; I hear your frustration. Let's find out what we can do to fix this.
  2. Tell them what you can do, not what you can’t do. For example, I can schedule you for the very next available technician. Not, I don’t have any techs available for a week.
  3. Look past the anger - find out what caused the issue. Was it unclear copy? Did we drop the ball? It is common to dismiss customers as unreasonable, or cranky, but you may be dismissing genuine feedback.
  4. Don’t defer blame - Nothing infuriates a customer more than being told what they did wrong when they have a complaint. Your tone, if dismissive can start a firestorm right where you don’t want it - on social media. Just apologize without any caveats. Even if the customer is off-the-wall unreasonable, just say you are sorry and ask how you might help resolve the issue.
  5. How you ask questions either feeds the anger or diffuses it. If you ask a customer a negative question, you’re asking for a negative response.

For example,

Is there anything else wrong? (Negative)

Is there anything else I can help you with? (Positive)

  1. Complaints need a speedy response. Don’t think you can wait a day or two until they “settle down.” They won’t. Don’t let them feel powerless and drive them to feel social media is the only way to get your attention.

No one enjoys dealing with angry customers. Better communication can create opportunities to earn respect and turn them into fans. The key is the customer is not always right, but you have the power to make your response right.

How do you handle angry customers? Please join the conversation and comment below.

Business Management International (BMI) sells, implements and supports Microsoft Dynamics NAV ERP solutions for growing businesses. We specialize in keeping customers happy and productive with modern technology. www.bmiusa.com

Topics: Dynamics NAV, Business Software, Microsoft Dynamics NAV, microsoft ERP, BMI Software

Garvey's Office Products Anniversary

Posted by Craig Greitzer on May 12, 2016 5:17:50 PM

Ninety Years and Counting for IL Dealer Garvey’s Office Products

(Reprinted with permission from the Independent Dealer e-zine)

 

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The Garvey family (from left to right): Kevin Garvey, Bernie Garvey Jr., Sheila Gartland, Ken Garvey, Bernie Garvey Sr. and Dan Garvey.

 

It was champagne time in Niles, Illinois last month, as Bernie Garvey and his team at Garvey’s Office Products celebrated their 90th year of service to the Chicago-area business community.

 

The dealership was founded in 1926 as Schiller & Schmidt by two printing sales reps. In 1954, Bernard Garvey, Sr. came on board as a sales rep and 12 years later, he bought the company.

 

Fast forward to today and Garvey’s is a thriving $40 million business, with some 90 employees operating out of an 85,000 sq. ft. distribution center in Niles and a product mix that covers the full spectrum of office needs from office supplies and furniture to breakroom supplies, document finishing, promotional products and more.

 

The company today is in the safe hands of the second generation of the Garvey family, with Bernie serving as president; one brother, Ken, running inside sales and larger accounts; two other brothers, Kevin and Dan, in outside sales, and sister, Sheila Gartland, handling marketing and IT.

 

The dealership has been enjoying a good year so far, Bernie reports, with furniture sales particularly strong and new business coming from a number of larger accounts that had previously been in the hands of big box competitors.

 

Our congratulations to the Garvey family and the entire Garvey team. Here’s to the next 90 years!

 

Garvey's uses BMI OP Revelation Software to run their dealership.  Click here to learn more about BMI Software.

 

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Topics: Navision, Dynamics NAV, OP Revelation, Microsoft Dynamics NAV, E-Commerce, BMI Software, BMI OP Revelation, Office Products

Partner Power Becomes Pipol

Posted by Craig Greitzer on Dec 23, 2015 2:48:52 PM

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For the past 10  years, BMI has had a partnership with Partner Power to deliver international Microsoft Dynamics NAV ERP projects. Partner Power has recently been through a major transformation to provide better and broader services to international customers. To support the new direction of the company Partner Power has changed names to Pipol. Pipol is providing all the same services as in the past, plus a lot more. By adding business and technology consulting to their international ERP implementation capabilities, Pipol has added an important people dimension to their profile and offerings, and the new name “Pipol” is the symbol of that. Pipol has restructured their global partner channel into a committed partnership alliance with more specialized partners to extend their services to their customers with the best resources and solutions available on the market. Pipol has created new implementation models, which makes it much more flexible for customers to choose the implementation model that is providing most value to them. The news and announcements around Pipol will not have any practical impact on our partnership. We will continue working as a local representative of Pipol in our country and keep collaborating with Pipol on international opportunities. What’s more, we are very excited about the enhanced capabilities, new offerings and future cooperation opportunities with Pipol.

Please invest a few minutes of your time to check out the new Pipol website, and get in touch with us at info@bmiusa.com if you have any questions.

 

Topics: Dynamics NAV, Microsoft Dynamics NAV

BMI Names John Greene Vice President Of Professional Services

Posted by Craig Greitzer on Aug 3, 2015 10:00:00 AM

 

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Business Management International
529 W. 42nd Street
Floor 4, Suite L
New York, NY 10036
Phone 888-580-8382
Info@bmiusa.com

Press Release

BMI Names John Greene Vice President Of Professional Services

New York, NY August 3, 2015

Today, Business Management International (BMI) announced that John Greene has been appointed Vice President of Professional Services, He will be responsible for deployment / implementation, product customizations, project management, and technical support while ensuring client success.

With over 30 years of consulting and implementation experience involving several Enterprise Resource Planning software packages, Mr. Greene has helped develop and refine BMI's implementation methodology to ensure that systems are delivered on-time and on-budget.  

Larry Schiff, BMI President said “John has been an integral part of our success since he started with our company in 2000 as a Consultant / Implementer, quickly rising to the position of Director of Operations. I’m extremely pleased to elevate him to this position and have him as part of our top level management, with all of the decision making power and responsibilities that go along with it”.

About BMI

Business Management International, Inc. (BMI) was founded in 1987 as an Information Technology provider specializing in emerging business software technology. Today, BMI has taken the lead in delivering solutions for businesses by providing industry specific knowledge and related consulting and development services to clients. Solutions from BMI use the latest business management software and leading technologies to create enterprise-wide solutions that increase profitability aend guarantee maximum return on investment.

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Topics: Navision, Microsoft Dynamics NAV

Signs You've Outgrown Quickbooks #2

Posted by Craig Greitzer on Apr 11, 2014 12:44:00 PM

In this continuing blog series, we will address some of those common pains that will help you identify whether it’s time for a change.

You’ve Outgrown QuickBooks When… Your business insight isn’t very insightful.

Companies used to track and update general ledgers by hand in notebooks or in rudimentary spreadsheets on the computer.  Basic accounting software soon followed, and QuickBooks
was amongst the leaders to capture the accounting software marketplace.  While QuickBooks is great entry-level accounting software, it has its limitations and these limitations may now be hindering your overall business efficiency, profitability and growth.

Growing Pain #2: Limited Financial Insight

Financial data and cash flow is the lifeblood of your business and if you’re not sure it’s on track, then running everything else can get quite difficult. Although QuickBooks helps businesses move from manual calculations to automatic reconciliations, growing businesses need to know more
about their finances than what QuickBooks can provide.  You know you’ve outgrown QuickBooks when you have to manually combine cross-department or multiple business units’ financial
reports to figure out cash flow, budget and forecasting projections, and profitability. 

There comes a point when basic accounting software can’t provide the financial insight you need to support a growing business.  A business solution from BMI and Microsoft Dynamics NAV provides a complete solution for your business operations without the complexity of traditional enterprise resource planning (ERP) software. 

An end-to-end view of your business in a solution will make it easier to track cash flow and expenses, create realistic forecasts, and make the swift, confident decisions that drive business growth.  In-depth financial insight, such as real-time access to expected costs, cash flow, and accurate revenue reports, are essential when determining the profitability of the products or services you offer.  You simply can’t get 360 degree insight from basic accounting software. 

Join us next week when we explore the next growing pain:  Weak Audit Trails.

Check out Dynamics NAV / Navision customer testimonial videos here.

Navision

 

Topics: Navision, Dynamics NAV, Microsoft, Quickbooks, Microsoft Dynamics NAV 2013, Microsoft Dynamics NAV, Microsoft Dynamics Training

Top Reasons To Purchase Microsoft Dynamics NAV

Posted by Craig Greitzer on Apr 7, 2014 5:17:00 PM

A business solution from Microsoft and BMI—It’s more than just ERP

You’ve worked hard to build your small or midsize business, and when it comes to the
technology that helps you run it, there’s no reason to compromise. Whether you are outgrowing entry-level accounting software, rubber-banding a legacy solution, or simply tired of paying annual maintenance fees to a vendor that provides little to no value for your money—now is the time to take the next step and give your people the tools to propel your business forward.

If you’re on a journey to find the solution that is the best fit for your company, you will likely encounter multiple vendors to consider along the way. So, for the next severral weeks, we will be posting a series of blogs that cover why you should consider a business solution from Microsoft and BMI as your top choice.

Top Reasons to Purchase a Business Solution from Microsoft and BMI: 

  • Helps You Work Better, Faster and Smarter    
  • Looks Forward, Not Backward   
  • Gets You Up and Running Quickly
  • Provides a Flexible Deployment Model    
  • Works the Way You Do   
  • Transforms the Way You Work and Connect   
  • Drives and Supports Your Business Growth   
  • Reduces Your Risk and Propels Your Business

It’s More Than Just ERP

As you go through the process of evaluating technology vendors and solutions, you’ll probably find a long list of options, many of which can help you balance your books, manage your inventory, create a budget— all the things you’d expect a software package to do. As you
evaluate these options, it might be hard to tell the difference between many of them, but it will soon become clear that a business solution from Microsoft is more than just ERP.

That’s because the Microsoft vision for business applications goes beyond what a simple stand-alone ERP solution can do. The vision starts with a unique combination of business intelligence, collaboration, and communication tools embedded across your business processes. That combination creates a proactive, productive workforce, and it provides your business with a solution that connects your people and your company. This connected experience also blurs the lines between personal and professional applications, helping to transform the way you and
your people work. The results: a greater level of control over your business, increased profitability, higher employee and customer satisfaction, and new opportunities to grow your business. 

Take the Next Steps to Learn More

Visit us at www.bmiusa.com or call 888-580-8382 to learn more about Microsoft Dynamics NAV ERP for small and midsize businesses, chat with a BMI representative, take a product test drive, or view our on-line library of video demos and video testimonials.Navision

Topics: Navision, Dynamics NAV, Microsoft, Dynamics NAV 2013, Microsoft Dynamics NAV

Navision / Dynamics NAV - Cannot View Data In Balance by Dimension

Posted by Amy Valenzano on Mar 19, 2014 12:00:00 PM

I've had a few support calls from clients where their Navision executables have just been upgraded and now the Balance by Dimension form does not show any data.  The entire form is uneditable. 

This is a fairly common issue when the Navision executables are upgraded to NAV 2009 or higher. 

The code in form 408-G/L Balance by Dimension needs to be modified to the following (bold is the fix)

DimCodeToOption(DimCode :
Code[20]) : Integer

CASE DimCode OF

  '' :

    EXIT(-1);

  UPPERCASE(GLAcc.TABLECAPTION) :

    EXIT(0);

  UPPERCASE(Text001) :

    EXIT(1);

  UPPERCASE(BusUnit.TABLECAPTION) :

    EXIT(2);

  UPPERCASE(GLSetup."Global Dimension 1 Code") :

    EXIT(3);

  UPPERCASE(GLSetup."Global Dimension 2 Code") :

    EXIT(4);

  ELSE

    EXIT(-1);

END;

Topics: Navision, Dynamics NAV, Microsoft, MS Dynamics, Dynamics NAV 2013, Microsoft Dynamics NAV

Microsoft Convergence 2014 / Dynamics NAV

Posted by Craig Greitzer on Mar 6, 2014 12:45:00 PM

Very exciting Convergence conference featuring Microsoft Dynamics products. Over 12,000 people in attendance made up of Customers, Partners and Prospects. There were keynote speeches from Arianna Huffington (Owner/Editor-in-Chief Huffington Post), Biz Stone (Co-Founder Twitter) and Kirill Tartarinov (Executive VP Microsoft Business Solutions). They focused on doing business in a more digitally connected world. I thought Arianna was the best speaker, smart and funny. The big announcement was that Dynamics NAV / Navision has passed 100,000 implementations. Not many ERP packages can make that claim. Lots of focus and deep dives on NAV 2013 and the interaction with Excel and Office 365. All in all, great show with lots of happy and tired attendees. Tonight, they are closing the show with a concert from the group FUN at Philips Arena.

Topics: Navision, Dynamics NAV, MS Dynamics, Microsoft Dynamics NAV, Convergence

Dynamics NAV / Navision / MS Dynamics Data Entry Tips

Posted by Amy Valenzano on Mar 4, 2014 5:44:00 PM

Data entry can be time consuming work.  Navision allows some shortcut data entry keys that can speed up the data entry process.    

       Date Entry

  • type t to enter today's date in a date field.
  • type mon (or equivalent) to populate the date field with the day of the week
  • type y to enter the date range of the year when entering a date filter
  • set the Work Date in Nav by clicking Tools, Work Date and entering the date you wish to use.  Now siply enter w to populate the date field with that date.

       Other shortcut keys

  • F8 will copy the data into one cell with the data in the cell above
  • Crtl+F8 will open the Zoom window and show each field in that table and the value for the record you are working on
  • Shift+F8 will open the Sort window which will allow you to resort the data you are working on
  • Ctrl + W allows you to automatically send the data you are viewing on the Navision screen to Microsoft Word
  • Ctrl + E allows you to automatically send the data you are viewing on the Navision screen to Microsoft Excel

Topics: Navision, Dynamics NAV, Microsoft, Navision Training, Microsoft Dynamics NAV, NAV Training, Microsoft Dynamics Training