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microsoft dynamics 365 implementation

Ditch Multiple User Experience and Connect Your Business to Boost Productivity and ROI 

dynamics 365 business central /

Having organized disconnected data demands more attention and resources. It eventually deteriorates your productivity. It is better to opt for a Unified Software Solution like Microsoft Business Central, hence enabling a unified platform and centralized control. Having disconnected systems is most likely to disbalance your budget. Lack of needed data at the right time fosters profit compromises, poor strategies, and even loss of customers.  In multiple User Experience/ User Interfaces, the employees are bound to learn different security and administration models.   Needs a larger IT budget and having employees manage names and passwords.   Disconnected systems foster redundancy issues, errors, wasted time, missed steps, and so on.   Communication complexities due to relying on emails to share data and versioning issues with shared documents.   Does not support mobility.   Possesses hidden costs of staff training and onboarding to different UX/UI systems.   May provide poor business insights leading to poor strategies.   Microsoft Business Central is one of the most renowned and reliable Unified Business Management Platforms across the globe. It connects your business and enables a sole source of truth. It is cost-effective as Microsoft Business Central Licensing is very flexible and convenient. You do not have to pay a huge upfront cost, instead, you can pay per user on a monthly subscription. It is easy to use, and you do not even have to spend a fortune on staff training. Instead, it is free of cost.   Why Microsoft Business Central?  Business Central Implementation enables a plethora of benefits that help boost your productivity and Return on Investment (ROI). Moreover, with Microsoft Dynamics Business Central, you no longer have to worry about software upgrades as your D365 Implementation Partner is responsible for major as well as minor upgrades.   Helps Cutting Costs  One of the greatest benefits of a unified ERP (Enterprise Resource Planning) software is its increased ROI. With Business Centrally, you never have to worry about spending too much on maintenance and upgrades, as everything is already taken care of by your service provider. Leaving no space for latent costs on staff training. Additionally, it follows a flexible Microsoft Business Central Licensing approach where you can pay per user on monthly subscriptions.   Automatic Upgrades and Maintenance   Unlike traditional methods, where upgrades disturb your business functioning and become more of a headache, Microsoft itself enables major as well as minor Business Central Upgrade. Minor upgrades happen frequently without disturbing your business’s ecosystem whereas major upgrades are done twice a year, for which you are pre-notified.   Easier Staff Management   The user can see its employees and roles assigned to them also, Microsoft Business Central eliminates guesswork and allows your employees to access relevant data using a simple interface. It also reduces the training period while preventing unnecessary HR requirements.  Delivers Insightful Reports   Microsoft uses Power BI (Business Intelligence), which extracts data from different touchpoints, filters it, and turns it into visually appealing insightful reports. These deep-rooted reports allow to form better decisions to increase sales and maximize profit. Moreover, you also get insights into what is going on within your business and what your KPIs (Key Performance Indicators) are. You will be notified about the areas that demand your immediate attention, hence improving your productivity.   24/7 Support   Despite being invincible, Microsoft Business Central may too face downtime, just like any other software. However, the user can immediately contact Business Central Support and get the issue resolved. The support is available 24/7 by your Microsoft Dynamics 365 Implementation Partner.   Optimized Supply Chain   The supply chain is massive and one of the most complex aspects to manage overall. Dynamics 365 Business Central Features allow a single platform designed to manage such complex aspects. From raw material sourcing to warehousing to product delivery, it manages everything gracefully with real-time inventory tracking and updates.   Enables Remote Access and Scales with Your Business   Being a cloud-based software solution, you can access it from any device, anytime and anywhere. Supporting remote work is especially useful during this pandemic era where uncountable lockdowns have already been imposed. It ensures your productivity stays intact no matter what the outside situation is.   Microsoft Business Central is a leading ERP throughout the globe for a reason. Its flexible features help boost profit and productivity simultaneously. Being scalable software, it adjusts itself as your business grows. However, make sure you choose the right D365 Implementation Partner with a robust track record like Trident Information Systems, a Gold Implementation Partner. If you are looking for Microsoft Business Central Support or Business Central Implementation, contact us. 

Ditch Multiple User Experience and Connect Your Business to Boost Productivity and ROI  Read More »

Use Microsoft Power BI to Drive More Customer into Your Restaurant  

Restaurant Management ERP /

Restaurants these days are looking for the perfect Restaurant ERP Software Solution that fulfils their business needs such as LS Retail ERP. An ideal Restaurant Management Software is reinforced with insightful tools like Microsoft Power BI. Power BI is a robust tool used to extract insightful reports on customers or the overall business. It helps integrate distinct data sets, cleans data, and transforms it into a data model, and generates graphs and charts to provide data visually. The set of information can also be shared among other Power BI users in the business.   Overall, to boost and drive existing and new customers into your restaurant needs concrete data. Based on this, restaurants then make appropriate strategies like loyalty programs, offers, deals, discounts, rewards, and so on.   Microsoft Power BI collects data from almost all the touch-points, turns them into actionable reports, and helps restaurants achieve their target. Restaurants trying to understand their customers traditionally are left behind. Having outdated Software for Restaurant Management is another factor adding to it. Due to a lack of customer insight businesses might face issues such as:   Inability to meet shifting customers’ preferences.   Poor brand management.  Lack of clarity on creating loyalty programs.   Poor meal planning.  Detachment with valuable customers.  How does Power BI help restaurants drive More Customers in?  Using Microsoft Power BI, restaurants can track every transactional action taken by the customer, understand it, and based on it, help create relevant strategies to drive more business in.   Creates Effective Loyalty Programs  You can create effective loyalty programs based on your customers’ actions. You can segment customers according to their preferences and spending patterns. Segmentation enables the right program allocation to the right group. You can also create separate programs for individuals. For instance, giving away coupons and loyalty points drives more sales of services or meals.   Deals Based on Geography  You can also establish loyalty programs geographically. According to customer preferences in a certain area, you can create relevant offers. Also, you can offer suitable meal deals when the traffic is generally the highest. It can be on a certain day of the week or at a certain time of the day.  Connecting with Customers on an Emotional Level   Often People tend to purchase certain meals that are driven by their emotions. Being delivered personalized services, customers feel cared for and connect with a business emotionally. Once a business successfully connects with a customer, he will consciously or subconsciously come back to the same business.    Encourages Spreading Word of Mouth  Word of mouth is one of the strongest and most cost-effective promotional methods. People consider references from the people they know and trust. Having customers connected with your business emotionally drives them to bring their family, friends, and acquaintances to your business.  Sometimes, restaurants pay social media influencers to promote them. However, if pleased, they will recommend your business to their followers for free, hence providing free promotion.   What Makes Microsoft Power BI So Special? Earlier, operating a business based on guesses was normal. However, now, this is the riskiest thing a restaurant can do. Where every other business is leveraging the latest technology to get valuable insights, a lack of knowledge can thrust your restaurant back.  Microsoft Power BI helps deal with lack of clarity which is the root of other challenges.  Interactive Power BI Desktop   With the interactive Power BI desktop tool, the user can generate reports simply by accessing the data quickly. You do not need to develop advanced skills to work on this tool. It is non-tech friendly. It is easy to learn and even easier to use and the best thing is, it is free to download.    Tailored Visualization   Since every business runs on different terms, they might need data customization. Certain information may not be as useful to them. Power BI is designed to tackle such complex situations. The user can access the custom library of visualizations and design themselves a concept that fulfills your business needs.   Visibility  One of the biggest challenges that industries are facing is manipulating the existing data to drive essential information. Microsoft Power BI does the job for you. It collects data and turns it into insightful reports while enabling complete visibility throughout your business. It abolishes confusion and directs a straightforward way through efficient planning.    Strong Security   Power BI optimizes the active directory in order to set up access to the control panel. Via this panel only, the business will utilize different Microsoft solutions. Thus, apart from generating a traditional security layer, Power BI can also develop security allowing the team to grant controlled access.    Easy Implementation Process   It is very easy to implement Power BI. It demands low IT resources and engineering skills. Whereas in some instances no technical knowledge was required. All they have to do is create an API key and plug it into the software.    Help Managing Costs   With Business Intelligence analysis, businesses can recognize peak times, peak seasons, and even the efficiency of their labor. With accurate data, restaurants can opt for better strategies allowing them to manage costs. They can apply the right strategy according to location and customer demands.   Microsoft Power BI is a boon to customer-specific industries like hospitality, where direct consumer satisfaction makes or breaks a business. You can leverage Power BI with LS Retail. Contact Trident Information Systems, LS Retail Gold Partner to implement the solution. 

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5 Questions to Ask Yourself Before Getting a Restaurant POS Vendor  

Retail POS Solution /

Have you decided to get a new Retail POS Solution for your business already? Congratulations, you can now experience the seamless services that will positively impact your business. It ensures smooth services, transactions, and operations.   With the right technology at hand, you can see tremendous changes in your business processing. If you decide to have a cloud Retail POS Solution like the one LS Retail offers, you can get real-time stock visibility and availability, get real-time generated reports, product information, and much more. If running a restaurant, you can access the best meal deals you can suggest to your clients, tell them about current offers or redeem their coupons. Your staff can take orders from one table and bill another table from the same device.  However, be cautious when you decide to get a POS for your business. In the market where every vendor seems to be better than the other, you have to pick the most suitable one carefully, as it will impact your next 5-6 years.  The first step is to answer the following questions before moving ahead:   Q1- What are Your Functionality Requirements?  These days POS systems are more than just billing software. They have transformed into something greater. They cover a whole range of operations in your business. However, sometimes having to choose between so many functionalities can become an overwhelming task. Retail POS Solution can ensure employee time clock, biometrics login, customer database, online ordering, table tracking, mobile POS as well as recipe and ingredient management.  They all seem good to have for your restaurant, don’t they? But is this the case? Having too many features can hamper your staff efficiency. They might get confused, overwhelmed, and perform tasks slowly.  You must map your business requirements and segment them into must-haves, nice to haves, and extras. An ideal Retail POS Solution will be one that checks all your urgent requirements. Furthermore, having a system that responds to all your needs will save you a fortune as well as effort during its implementation phase.  Q2- Is the POS Designed for Your Restaurant?   Point of Sales does not follow “one size fits all” restaurants have requirements when it comes to selecting a Retail POS Solution. Sure, a retail system might cover some functionalities such as employee scheduling or customer loyalty. However, a POS system has diverse needs, from the front office to the back, it has different needs.   A Restaurant POS Solution is specifically designed for a restaurant will help the user manage their daily tasks such as tracking ingredient use, managing recipes, adding, or removing an ingredient, sending orders straight to the kitchen, keeping tabs on the available inventory and required inventory, selling deals, and combos, and a lot more.  Do not settle for just any POS that comes your way. Put your time and effort into conducting research and then go for the one that checks all your required boxes.   Q3- What are its Methods to Consistently Deliver Quick Services?  Make sure the Retail POS Solution you choose follows a straightforward algorithm that ensures quick and consistent deliveries. Saturday nights are already hard, imagine adding a slow POS system to it. Ask yourself these questions before proceeding any further:   Is the POS interface intuitive? Can it segment your employees according to their job roles at that time? Or show the functionalities that are currently relevant?  Does it accept different payment methods? Or does it support split billing?  Can it run on handheld devices like tablets or mobile phones?   Can it still manage to perform if the internet connection goes down?   Q4- What will be the ROI (Return on Investment) of this Retail POS Solution?   It is a big commitment to have a Retail POS Solution, and having the right one will pay in the long run. Compare all the POS and check which offers the highest ROI. We suggest you ignore the upfront investment cost and consider how each of them is going to hit your bottom line.   Make sure the POS you are looking forward could perform the following tasks:   Spending less time training employees: In the industry with high employee turnover, you need technology that does not eat too much time training recruits. You can save a lot of money and time with an intuitive POS solution.   Helps reduce waste: Make sure your POS system helps manage inventory while tracking ingredient use. It must help you order the right amount of food and help reduce waste.   Manage Loyalty: Your system must segment and target your loyal customers. It must use technology to track each customer and identify the loyal customers. It should support loyalty programs.   Align data: Having different systems for different segments while collecting and comparing data demands a lot of time and effort. Having an end-to-end POS solution integrates different segments and brings all the data under the same platform.     Q5- Is your Vendor Trustworthy?  The market is full of vendors posing to be authentic and the best. However, do not fall into the trap. You do not want to select and install a random POS from a startup just because it is cheap. Make sure you opt for an authentic vendor, such as LS Retail.   You may regret having a random POS even more when you run into problems and find out that your vendor does not provide any support. Always take references and see their previous record, this way you can find out if the POS is even worth or just a waste of money.  It is important to wisely pick your POS system as it will impact your business for the next few years. Make sure you go through at least 5 references after checking their customers’ testimonies. LS Retail is one of the best Restaurant POS Software Vendors with an impactful record of accomplishment. If you are looking for an LS Retail implementation partner, contact us. 

5 Questions to Ask Yourself Before Getting a Restaurant POS Vendor   Read More »

How to Choose the Right Software Solution for Your Business?  

dynamics 365 business central /

As a business owner, you must take care of every aspect of your organization. You have to carefully decide on the countenances that will have a long-term impact overall. Deciding the right software solution is one of them. Many business owners these days prefer to use unified software solutions like the one Microsoft offers i.e., Business Central. With the right D365 Implementation Partner, they could successfully integrate their current system with the application and meet their business objectives. If your current system does not comply with your requirements, it is time to make a switch.   Implementing a software solution is a great commitment. As it is going to tie up with your business for at the latest five-eight years. Besides, choosing an appropriate vendor who ensures robust after-implement support is a must.   It is up to you what you prefer according to your business, be it on-premises or cloud based. But most businesses prefer cloud-based solutions which scale with your business and provide exponent functionalities to complement every aspect of your business – like Microsoft Business Central. It also provides a robust Microsoft Business Central Support, 24/7 which comes to your rescue whenever you are about to face a downtime in your business.   We have rolled out a few factors you should take care of before choosing the ideal software solution for your business.   #1 Check Its Flexibility Along with Its Credibility   Whatever software you pick, make sure it has strong credibility and is flexible enough to handle your business operations. Also, make sure you select the right implementation partner to gain maximum benefits. A D365 implementation Partner with a good record of accomplishment can be recognized with its title, e.g., gold partners have a strong record of accomplishments, and silvers are below them.  Many businesspeople fall for cheaper solutions and face a hard time adjusting to them in the long run. This should never be the case. Make sure you thoroughly research your preferred software and consider its past records. Also do take industrial references if necessary. Software like Microsoft Business Central has strong credibility and is known for its flexibility throughout the world.   #2 Make Sure It Unifies Your Data and Does Not Cause Complications   You do not want a system that demands you to run different systems for different jobs. It is always wiser to look for a solution that ensures your every business need is being fulfilled under the same roof, and you do not have to rely on different systems to get your job done. Disparate systems demand a lot of time and technical attention. Additionally, it becomes even costlier if you pick an on-premises solution. A cloud ERP (Enterprise Resource Planning) solution is always better.   #3 Find the Right Vendor   Besides suitable software, it is also very crucial to look for an appropriate vendor. Make sure the implementation partner you are looking forward to ensures timely services and has a robust record of accomplishment. Again, check their record of accomplishment and look through some industrial references, compare your requirements with them and consider how they can be relevant to you, how likely you are to face the same problems, and so on. Consider what position they are in. For example: if you decide to contact a D365 implementation Partner, you can easily check a partner’s credibility or position with their title, they are one of the best partners if they come under the gold category.   #4 Check Up on the Post-Implementation Support Policies     Make sure your vendor provides post-implementation support. Check what their post-go-live policy is all about, do how well they provide their support. This is one of the most important aspects because no matter how advanced your solution is, at some point, it will face some downtime and you will need support for that. Apart from this, make sure they also provide necessary training to your teams and co-ordinate with them smoothly, as their collaboration will define the fluency of your organization.   #5 Make Sure It Provides a Better ROI (Return on Investment) While Cutting Unnecessary Costs    Make sure your next system does not allow you to spend too much on itself. If you are going for an on-premises solution, you are bound to pay great attention, engagement, and money to its implementation, hardware, maintenance, and upgrade. If you have a cloud-based solution like Business Central, you only have to pay once, and the rest is going to be handled by the D365 Implementation Partner himself. He is responsible for its maintenance and upgrades, and the best part is, you do not have to spend too much on its hardware.   Overall, it is better to choose a cloud-based solution, rather than an on-premises as multiple benefits are attached to it. There are various options to consider out there in the market, but you have to do thorough research and then choose the most appropriate one for you. One such option is Microsoft Business Central, which is one of the most renowned ERPs (Enterprise Resource Planning) throughout the world. If you are looking forward to its implementation, contact Trident Information Systems, a gold D365 Implementation Partner.  

How to Choose the Right Software Solution for Your Business?   Read More »

Cloud ERP Vs. On-Premise ERP: Which One is Cheaper? 

Uncategorized /

Cloud ERP is way cheaper than on-premise, credit to its low-cost ownership and easy updates. ERP solutions have always been one of the most important assets of a business. Most businesses earlier preferred on-premise ERP like Dynamics NAV Implementation. However, as soon as cloud ERP like Microsoft Business Central debuted, it stole all the spotlight throughout the ERP industry. Businesses that previously implemented Dynamics NAV are now shifting to the Microsoft Business Central Upgrade.  Thanks to the convenience of cloud ERP, businesses can operate their business in a much more secure and efficient environment. Furthermore, according to research conducted by Gartner, about 60% of large-scale businesses globally considering replacement of their ERP are projected to migrate to cloud deployment from the on-premise solution.  The major factor that drives businesses for the on-prime to cloud ERP shift is its cost-efficiency. Cloud ERP costs make the business environment more affordable as compared to the on-premise ERP, owing to its influential factors.   Factors Impacting Cloud ERP Costs  Many factors may influence the net income of a business after computing the total cost of ownership of a prospect cloud ERP system. Given below are some of the crucial factors that supposedly cut cloud ERP costs.   Hardware and Server Cost   When you have a cloud-based solution like Microsoft Business Central, you do not have to spend extra to purchase a server and host your solution, nor do you have to engage your IT team for hardware and software maintenance. The way you can keep your operating and power (electricity) costs low. Whereas, if you opt for an on-premise system, you are bound to purchase a server and involve your IT team in its hardware and software maintenance. Not to mention, you have to replace or upgrade every 5 years  Licensing Fees  When it comes to the cloud-based ERP (Enterprise Resource Planning) system, businesses do not have to pay a huge upfront cost. Generally, these systems are priced under a monthly, quarterly, or annual subscription, depending upon the number of users. In contrast, on-premise systems operate on a one-time perpetual licensing model, thus making a company pay higher upfront costs to buy the software. Therefore, we can say cloud solutions make financial management way easier for small businesses looking for a lower initial acquisition price.   Customization   A business needs customization as soon as it starts growing to manage complex processes more efficiently. On-premise solutions are customizable but are directly associated with your existing system. Therefore, as you upgrade your system, it is most likely to wipe out all the previous modifications and you will have to engage your IT resources to remodify everything. On the other hand, cloud ERP systems may not be customizable but flexible enough to keep your customizations intact during the software upgrade.  Maintenance and Upgrades  In the case of cloud ERP, the service provider takes charge of the routine maintenance and upgrade, leaving you no job to fulfill at your end. The updates are automatic, painless, quicker and a lot easier. It allows you to stay on the latest version, for example, Microsoft keeps updating Microsoft Business Central frequency and ensures major updates twice a year hence letting the business owner optimize the latest technology.   However, in the case of on-premise solutions, you are responsible for the system update and daily maintenance.   Scalability   Cloud ERP can support a massive number of users and be flexible at the same time, allowing a business to scale up or down according to their requirements easily. Therefore, reducing costs in the long run as you only pay for the functionalities and according to the volume of users. You cannot expect the same from an on-premise solution. Scaling your business with an on-premise solution would demand additional investment in infrastructure and hardware.   Integrations   You can easily integrate third-party applications with Cloud ERP solutions while complementing your business evolution. However, it is not that easy for an on-premise solution to do the same. For instance, a cloud ERP solution such as Microsoft Dynamics Business Central seamlessly integrates with Microsoft Office 365 and other Microsoft applications such as Power Platform. You can always extend the functionality with Microsoft Appsource.   Cloud ERP Ensures some of the most robust benefits like better security, agility, flexibility, and most importantly lower costs. They replace the hard maintaining and updating systems and allow businesses to go further and invest their resources in something more crucial. Microsoft Business Central is one of the most efficient cloud-based systems. If you have been using Dynamics NAV and looking for a NAV to BC Upgrade, contact Trident, the Gold Microsoft Dynamics 365 Implementation Partner. Contact us for more information.  

Cloud ERP Vs. On-Premise ERP: Which One is Cheaper?  Read More »

How to Choose the Right Dynamics 365 Implementation Partner?

Microsoft Dynamics Partner /

As soon as a business starts searching for an ERP, choosing the right software seems to be the hardest task of all. However, this is never the case with Microsoft Dynamics 365, it is choosing the right Microsoft D365 Partners that can be tricky. Instead, choosing Microsoft Dynamics is the wisest choice you can make. There are still certain upgrades the user might have to make such as NAV to BC Upgrade, and AX to D365 Upgrade as Microsoft completely focuses on the development of those upgrades while leading a business to a more flexible, scalable, and ROI oriented platform.   For more than four decades, Microsoft Dynamics has been an Industry pioneer for CRM, ERP, and sales solutions. It has become the top choice of every senior-level executive including CFOs and IT Directors, who choose a trustworthy and suitable system and for a good reason. Microsoft ensures a rich set of features, seamless integration with other applications, and a unified user experience.   Despite all this, choosing the right Microsoft D365 Partners can be the hardest as it is critical to the project’s success and substantially impacts the rollouts. Every partner provides a different level of support even though the end game seems to be the same.   An ideal implementation partner ensures your project stays on budget, on track and consists of all the key aspects to help you achieve your organizational goals. The right will play a major role in providing your operational excellence while also letting you leverage perks of extensive training, seamless execution, and excellent support.   We have prepared a checklist of factors every business should evaluate while choosing an implementation partner.   Partner’s Competency   Microsoft categorizes its partners according to their competency in the Microsoft Certification Program. They are segmented into three groups – Gold, Silver, and Member. The segmentation is determined by the number and size of deals they have successfully annually implemented by the service providers. When you are choosing a partner make sure you consider its competency.   Industry Experience   One of the most important factors that play a massive role in the decision-making process is your preferred partner’s industry experience. Make sure the partner has enough experience in your industry because it facilitates rapid implementation.   Look for a partner who is enthusiastic enough to evaluate your unique requirements, pain points, and industry as a whole. Ask for a client’s testimonials and references. A partner who has enjoyed a long-term association with satisfied customers is the one you need to look out for.   Previous Record and Project Implementation   Look for the number of projects a Microsoft Dynamics365 service provider has successfully deployed and examine their competency. Also, ask them to share the relevant information on their figures and statistics demonstrating their success rates. Try to calculate the project scope and scale undertaken by your partner.   If your enterprise is established in multiple countries, it can be highly beneficial to have a partner dealing with customers globally, dealing with multiple countries, and global rollouts.   Clear and Transparent Communication   Open and transparent communication is the key to any successful business. Quick responsiveness and clarity are important aspects to take care of while choosing an implementation partner. Stakeholders need to be honest about their deadlines, expectations, and requirements.   Deep Insights into the Ecosystem and Integrations  Even though Dynamics365 ensures rich CRM and ERP functionalities, these features are required to be integrated with an upward and downward IT system. Having a service provider with in-depth knowledge about these components can deploy solutions better than those having limited knowledge about the same.   Support Structure   Implementation is just the beginning. What about the training, before, during, and after deployment? Do they deliver support to keep your process optimization on track while ensuring your software stays sufficient? Ask yourself such questions before finalizing an implementation partner.    For various organizations post-go-live support is crucial. CRM and ERP solutions need constant support, upgrades, and user training. Also, make sure you take time to understand the tools your service provider is offering to provide support.   Many service providers might not have ticketing tools, or may only provide support during limited hours. It is good to have a partner that ensures 24/7 support.   Scalability Approach   Lastly, consider if your service provider can scale your D365 system according to your increasing business needs? Does your partner have a forward-thinking and scalable approach to responding to your growing business requirements? These are some critical questions you need to ask yourself before selecting a partner.    Conclusion  There are various reasons to pick Dynamics 365 over any other platform, and if you have a partner that checks all the boxes mentioned above, you have tipped the scales in your favor of an impactful partnership. Streamline your business operations with the right Microsoft D365 Partners. Trident Information Systems is Best Microsoft Gold Partner and has served various ventures so far. We serve customers in India and beyond. Contact us for further information. 

How to Choose the Right Dynamics 365 Implementation Partner? Read More »

How to Select the Right ERP/CRM Implementation Partner for Your Business?

Microsoft Dynamics Partner /

When you are looking for an ERP implementation partner for your business, you need to be very careful as everyone poses to be the best. It can become a long and tedious project since there are hundreds of partners in the market. Choosing the wrong implementation partner can cause ERP implementation to fail.   Look for a partner with extensive knowledge and a stellar reputation in the market. Also, they must have relevant experience with companies of your kind.  How to Choose an Implementation Partner?  Before choosing a suitable implementation partner, there are a few things you need to take care of. Since this is expected to be a long-term business relation, a thorough research is a must. Follow the steps given below before considering a partner.    Identify a Suitable Software    Analyze your business requirements and decide what software would suit you best. Spot your business’s weak points and keep a list ready for the software offering solutions for the same. It is recommended to pick a unified solution such as Microsoft Dynamics 365. There are many Microsoft Dynamics 365 Implementation partners but we suggest picking someone with one of the oldest bases such as the Trident Information Systems.   Define the selection Criteria   With the system stakeholders, you may want to define the selection criteria. Ask yourself questions like:  If you need to customize development abilities   What is the support turnaround you are looking for?  What are the other capabilities your service provider can offer?  What is the financial viability of your service provider?   At last, identify which one of these requirements is a must-have or nice-to-have.   Discuss with your IT Decision Makers   Sit with your IT head and discuss the best possible option you could have for your business, according to the budget. Your IT team can best elaborate on the issues they face with the current technology and the most appropriate options you could pick from. Make sure your team   can create an effective and open communication channel with the service provider since this is expected to be a long-lasting relationship.   Be Open and Receptive While Taking Demos  Many employees resent changes; your team might react the same. However, while you take the demo, be open about the process. Even if it seems a bit different than how you operate. It might completely shock you how you can make things even better and easier. Additionally, if it has already been included in the software you may save customization, maintenance, and support costs.   Stay Within Budget   Once you are satisfied with the demo, the next step is to identify your ERP Project costs. There are many stories about how ERP implementation costs go out of hand and set a bill up to threefold of the original costs. Unfortunately, these scenarios happen in real life but don’t have to be. You can ask for a phased approach. You can break down the costs over a longer period and make it easier for your staff as well.  Post Implementation Support and Training   Identify if the implementation partner offers post-implementation support and training. Once you go live, there will be technicalities that need further implementation assistance. Make sure the service provider is available at that time to handle your issues. Additionally, your staff needs to get familiar with the new technology and hence, require training.     Importance Of a Good CRM/ ERP Implementation Partner  It is important to have a good implementation partner since ERP/ CRM implementation services play a huge role in how your business is going to operate in the next five years. Following are the reasons why you need a good implementation partner for your business.  Expert Resources  Once you associate with an ERP Implementation Partner your business gets progressively robotized and executes a better synchronization among multiple business divisions. Data can steam more easily throughout the organization. And the best part is it eliminated postponements of data and miscommunication.   Creates Better Strategies  The vendor can help you understand your clients better with real-time data analysis. Understand your clients in-depth and identify their purchasing habits. With this data, you can make better strategies to retain current customers and lure new ones to the business.   Effective Business Operations   Once you join hands with the technology partner, you tap into the abundant expertise services. It is more time-consuming to switch your in-house experts to a new CRM/ ERP tool. You no longer have to pull your people off their current projects instead, it is time to train on your new completely implemented system.    Greater ROI   When you outsource CRM/ERP implementation you are bound to get a higher ROI, training a partner cut you the time on getting your system up and running your team. Instead, now your team gets enough time to carry out the tasks they are best at in the meantime. This ends up boosting your business productivity and profit.    Automatic updates    You no longer have to worry about the upgrades, your Implementation partner is now responsible for it. You will never fall back since you will always be on the latest technological version. Optimize the latest ERP and CRM tools to boost business productivity.    Why Trident?  Being Microsoft Dynamics Gold Partner and D365 Implementation Partner, we offer strategic business and technology services, such as integration, implementation, migration, support to D365(AX), Business Central (NAV), LS Retail (LS Central), IoT, Mobility & Visual Quality Inspection.  Armed with 150+ certified technical resources and experience of over two decades, we have set solid ground services for retail, hospitality, eCommerce, logistics, manufacturing, oil, and energy, duty-free, and education industries. We won several awards and are recognized as Microsoft and LS retail gold partners. For further enquiries or a demo contact us.  

How to Select the Right ERP/CRM Implementation Partner for Your Business? Read More »