GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Profiles in Successful EDI Integration to Dynamics GP by Data Masons Presenters: Glenn McPeak & Dennis Bruce

GPUG Summit 2011– Las Vegas Your Presenters  Glenn McPeak – Senior EDI Specialist 25 Years of ERP/EDI Integration & Compliance Experience 8 Years of GP Experience Participated on Several Microsoft Dynamics Product Planning Committees  Dennis Bruce - Director of Business Development 13 Years of Experience in the Microsoft Dynamics Channel Solution Expert for EDI & ERP Integration for Dynamics

GPUG Summit 2011– Las Vegas 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)

GPUG Summit 2011– Las Vegas 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

GPUG Summit 2011– Las Vegas 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

GPUG Summit 2011– Las Vegas 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

GPUG Summit 2011– Las Vegas 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

GPUG Summit 2011– Las Vegas 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

GPUG Summit 2011– Las Vegas 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

GPUG Summit 2011– Las Vegas EDI Inbound Documents GP Tables Custom Tables / Fields Maps Maintained By Data Masons or User/Partner FTP, AS2, VAN, ETC. Dynamics GP eConnect Vantage Point EDI™

GPUG Summit 2011– Las Vegas EDI Outbound Documents SQL View Vantage Point EDI™ Custom Fields FTP, AS2, VAN, ETC. Or eConnect GP Tables Maps Maintained By Data Masons or User/ Partner

GPUG Summit 2011– Las Vegas 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

GPUG Summit 2011– Las Vegas Contact Information Glenn McPeak Tel: x Dennis Bruce Tel: x951