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Project Accounting – What Solution Meets Your Needs?

Project Accounting – What Solution Meets Your Needs?. Lead by Mark Richards InterDyn LANAC Technology. Agenda. Objectives Introductions What is Dynamics GP Project Accounting What it is NOT You have Great Choices – lets find the one that best fit your needs Q & A. Featured Solutions.

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Project Accounting – What Solution Meets Your Needs?

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  1. Project Accounting – What Solution Meets Your Needs? Lead by Mark Richards InterDyn LANAC Technology

  2. Agenda • Objectives • Introductions • What is Dynamics GP Project Accounting • What it is NOT • You have Great Choices – lets find the one that best fit your needs • Q & A

  3. Featured Solutions

  4. Today’s Presenters Foy Mainor - Paramount Carl Beaushesne - Jovaco Sandy Bergman – Encore Chris Craig - Unanet All of these ISV’s have a booth at the Expo – Please stop by!

  5. Mark RichardsDynamics GP Experience 19 years in the channel, own firm and worked at 3 inner circle firms – Collins Computing, RSM McGladrey, InterDynLanac Named top Dynamics Salesperson in the US three times by GP Worked with firms of all sizes and types Delivered Match Data (predecessor to GP PA) Dynamics GP Project Accounting and Dynamics SL Project

  6. Objectives • Solution Selection – meet YOUR needs • What is Project Accounting • Reviews – Methodology • When an ISV solution is a better fit • Q &A

  7. Methodology • Understand/document your needs • Users/Operational • Reporting/Inquiry/Business Intelligence • Billing, if applicable • Accounting • Knowledgeable VAR Team • Whiteboard – how to meet requirements • Prototype and test before deployment

  8. What is Project Accounting • Track time & expense against a project • Track source entry • Independent of General Ledger • User data entry & approval process • Structure • Billing • Revenue/cost recognition • Single point of data entry

  9. Project Accounting is NOT • Detailed project planning/management • Project estimating • Manufacturing job cost

  10. ISV Solutions • Product Name – Product Summary • Year brought to market • Installed base • _______ • Industries using today • Sweet Spots / Less Likely to Fit • Top 5 unique features • _______ • What is does not do • Technology used • _______ • How is it implemented and supported • Why you should review

  11. Success vs. failure • Needs fully addressed • Proof of concept • Is it cost effective – where is the savings • Implementer experience is CRITICAL • Going live is only the beginning – support!

  12. Q & A

  13. Contact Info • Foy Mainor, Paramount Technologies, foy@paramounttechnologies.com • Carl Beauchesne, Jovaco, carlb@jovaco.com • Sandy Bergman, Encore, Sherry.Bettencourt@encorebusiness.com • Chris Craig, Unanet, ccraig@unanet.com • Mark Richards, InterDyn LANAC Technology, mrichards@lanactech.com 312.506.3521

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