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Issue 20 – April 2015
WHAT IS A COFFEE BREAK WEBINAR?
SVA’s coffee break webinars are typically about 20 minutes in length and are intended to
provide a short, high-level review of hot topics and current trends that are top of mind for today’s
business leaders, finance and IT managers, and how they relate to your own workplace. Some
of the topics in our series may have longer, product-focused follow-up webinars scheduled
within a week or two after the initial coffee break.
For a complete listing of all SVA events, please click here.
April Webinars
April 23: Maximize the Investment in your ERP Technology
Getting the most out of your ERP system requires you to continuously evaluate it and the
processes it supports. If you have any number of manual processes, it is likely a good time for
a process review. If you enter the same data in more than a single system, it might be a good
time to do a process review. Mike Sowinski, SVA’s ERP Practice Manager, will share how SVA
can help you bridge the gap between process and technology!
April 24: Affordable Care Act Reporting in Dynamics GP
Before the end of 2015, employers must make adjustments to how they record employee payroll
and health benefits to meet the ACA’s requirements. The groundwork has been laid for the
mandatory reporting, which will give users the ability to generate the required 1094-C
Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
and 1095-C Employer-Provided Health Insurance Offer and Coverage forms. Tera McCulloch,
Senior Business Solutions Consultant at SVA, will walk you through what you need to know!
April 28: Overview of Microsoft Dynamics SL 2015
Join Cheryl Mortvedt, SVA Senior Business Solutions Consultant, for a brief tour of long-awaited
functionality now available in Microsoft Dynamics SL. We hope you can join us to see what
others are raving about!
May Webinars
May 19: Streamline Business Form and Report Distribution
Is your organization spending hours distributing invoices to your clients? Would you like to
automatically attach supporting documentation to an invoice or statement? Liaison Messenger
EDD by Liaison Software helps streamline business form and report distribution. Just print
through your normal print procedures in Dynamics GP, NAV or SL, and Messenger EDD
distributes your forms and reports based on unique rules you set up at initial configuration.
May 21: Getting a Handle on Your Procurement Spending
Automate, manage, and control your purchasing cycles with an easy-to-use 100% browser
interface that allows you to view, review and approve on the move. ReQlogic makes the entire
requisition process easy to follow, manage, and complete. Add items to your requisition by
accessing your suppliers’ website or connecting to a soft copy of your vendor catalog. Once the
user has completed their requisition, the requisition is routed through the approval processes
you’ve determined before creating a purchase orderhelping you to eliminate maverick
spending!
June Webinars
June 18: Financial Information at Your Fingertips
Renovofyi is an innovative web-based financial report writer that securely generates and
delivers presentation quality reports quickly and easily, anytime and anywhereincreasing
productivity and improving delivery speed of the financial intelligence your company’s
stakeholders need. Join Marc Morrow, Sales Engineer at Renovo Corp, for a brief
demonstration and learn how Renovofyi provides:
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Secured access to financials from anywhere
Intuitive drill-down from summary to detail
Automated distribution
June 25: Make Expense Reporting Simple and Efficient
See for yourself how using ReQlogic to streamline your employee expense reporting process
makes it easier for everyone involved. With an electronic approach to information gathering,
employees can leverage a number of sources (images, emails, etc.) to enter and track their
expense reports.
July Webinars
July 14: Cut Budget Season in Half this Year
Broken links, bad formulas and incompatible formats mean lots of wasted time and inaccurate
results. Budget Maestro budgeting and planning software significantly shortens the budget
cycle by standardizing and guiding users through the data collection process, then automating
all the calculations and allocations needed to produce the budget. Join Centage’s Michael
Rybacki for a demonstration of Budget Maestro, an incredibly powerful and easy to use
budgeting, forecasting and planning solution that you still have time to implement for the current
budget cycle.
July 23: AP AutomationThe Future is Yours
Gain complete visibility into your invoicing transactions by enabling your employees to enter and
monitor the status of vendor invoices and check requests. By leveraging ReQlogic’s advanced
and flexible routing options, invoices can be routed to any number of reviewers based on
dynamic routing policies. Once invoices and check requests are approved, ReQlogic can create
corresponding AP transactions in your backend system.
Dynamics User Groups
ANNOUNCING OUR SPRING MEETING
WHEN:
TIME:
WHERE:
TOPIC:
Tuesday, May 12, 2015
8:30 a.m. – 12:00 p.m.
SVA Headquarters, Madison, Wisconsin
Exploring Microsoft Dynamics CRM 2015
We will look at the latest release of Microsoft Dynamics CRM 2015, including lots of cool, new
features and functionality! We’ll be covering the following topics:
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Review of CRM 2015 new functionality
Sneak peek into future releases
Customer Spotlight – OPEN
Tech Spotlight – RESCO mobility
Open lab/Q&A session. Bring your laptops and tablets!
Click here for more information and to register for this event. In addition, we invite you to join
the CRM User Group on LINKEDIN.
ANNOUNCING OUR SPRING MEETING
WHEN:
TIME:
WHERE:
COST:
TOPIC:
Thursday, April 16, 2015
8:30 a.m. – 11:15 a.m.
Comfort Suites, Johnson Creek, Wisconsin
$20 per attendee includes beverages, continental breakfast and facility rental
What’s New in Microsoft Dynamics GP 2015
We will review the latest enhancements introduced with Dynamics GP 2015, including the new
employee self-service web apps, which complete the functionality found in Business Portal
today. With the release of GP 2013 and 2015, new licensing changes were made, and we will
break down how these changes affect those companies upgrading from version 2010. Stay with
us as we wrap up with an open forum, where you can ask questions and share tips and tricks
with other Dynamics GP users.
Click here for more information and to register for this event (registration closes on April 6th). In
addition, we invite you to join the CRM User Group on LINKEDIN.
SPRING MEETING ANNOUNCEMENT
WHEN:
TIME:
HOST:
ADDRESS
LUNCH:
Thursday, May 21, 2015
8:30 a.m. check-in; 9:00 a.m. – 12:00 p.m. training/program
Nancy Ludin / Oconomowoc Residential Programs (ORP)
1746 Executive Drive, Oconomowoc, Wisconsin
Optional lunch to follow
Program topics are currently being developed and may include purchase card processing,
budgeting and SL upgrades. Members may contact Carol Fisher ([email protected] or 608729-6828) with training topics or to present.
SAVE THE DATE: Our One-Day Annual meeting is planned for Wednesday, October 21, 2015.
This full-day meeting will be held at WPPI Energy, 1425 Corporate Center Drive, Sun Prairie,
Wisconsin. Hosted by member Kalban Singh.
To join the Wisconsin-Based SL User Group and be added to their contact list, click here. In
addition, join the SL User Group on LINKEDIN.
Did You Know?
ShredFest 2015 – April 25th and May 2nd
One person’s trash is another person’s identity. Every 3 seconds someone is a victim of identity
theft. One way to protect yourself is to shred documents that have your name on them if they
are no longer needed. SVA has teamed up with the Better Business Bureau (BBB), Pellitteri
Data Destruction Division and WISC-TV 3 to host a spring Shredding Event on Saturday,
April 25, 2015, from 8:30-11:00 a.m. at our Madison corporate office. Additional events are
being held at our offices in Appleton and Milwaukee on Saturday, May 2, 2015. More
information on the ShredFest events can be found on our website.
Reduce Your Risk and Loss to Fraud
Don't become another story in the news. Fraud is a persistent threat to every organization and
yet not enough pay the appropriate attention. iSuspectFraud puts mechanisms in place for
reporting fraud anonymously in your organization. To learn more, please visit
https://www.isuspectfraud.com/.
“The Napkin Guys”
SVA Consulting has launched a video program featuring two really smart IT guys: Tim Hanson,
Principal and Bryan Bechtoldt, Chief Technology Officer and Principal. They have over four
decades of combined expertise in information technology and are ready to cut through the noise
of the business technology chatter (ERP, CRM, Cloud, SaaS, RMGRC, xRP, BI, etc.). And,
believe it or not, they do it all on a napkin with bullet points on what you really need to know
through a simple conversation.
The role technology plays in a business can be a huge win for the organization, but it needs to
be done right. These two experts have short, straight-forward conversations that any C-level
executive or business owner would benefit from. Prepare to be entertained and educated with
the antics of these two at The Napkin Guys.
SVA’s Insights Technology Blog
SVA Consulting’s INSIGHTS Technology Blog provides executives with the latest news and
trends. Click here to learn more and subscribe via RSS.
Technology Updates
Stay up-to-date on the latest technology news. Click here to learn more and subscribe via RSS.
Support End Dates
Check here for updates on the Microsoft Dynamics support lifecycle policy and software
retirement dates.
If you have questions on any of the above, or need to schedule your Microsoft Dynamics
upgrade, please contact Tanya Kratzer at 608-826-2092 or [email protected].
Microsoft Dynamics® Promotions
Microsoft Dynamics GP Employee Self-Serve User Licenses
If you have already upgraded to Dynamics GP 2013 or 2015 and you are using Dynamics GP
for payroll processing, there has never been a better time to take advantage of the new web
client-based Employee Self-Serve License. This low-cost license gives employees the ability to
enter payroll time cards, look up paycheck stubs and W-2s, and more.
What makes this even more exciting is the ability to procure these licenses for 50% less than
the system list price. That means a Named User License can now be had for a mere purchase
of $30!
Please contact Tanya Kratzer at 608-826-2092 or [email protected] for specifics and
hurry as this offer ends in June 2015!
SVA Team Profile
Ray Colonero, SVA’s Project Manager, just celebrated his
13-year anniversary in January. Hailing from Boston, Ray
finds it ironic that his now adult children have all moved to
the East Coast leaving Ray and his wife to be true emptynesters. To help fill the void at home, they recently became
the proud parents of Rocky, a Siberian Husky. When he’s
not busy playing with the puppy, Ray enjoys watching and
coaching sports. Much to the chagrin of his co-workers, he
is an avid Patriots and Red Sox fan. He does, however, join
them in cheering for the Badgers!