Ensure Your ERP System is Reducing Friction Along Your Customer’s Journey

Where your vital human resources meet the customer is the very nexus of business success.  Customer-facing employees are given a great opportunity to build client relationships with the superior service an ERP system can facilitate.

But before that can happen, you need to understand the customer journey, track it and use the information to ensure your ERP is providing the ideal environment to foster healthy client relationships.

Let’s explore how to ensure your ERP system is reducing friction along your customer’s journey.

Friction irritates

Friction doesn’t just slow things done, it irritates.  Customers in today’s technological setting aren’t content with “just a minute”.  For the most part, they want it now (or yesterday).

Friction gets in the way of the contemporary demand for instant gratification and rapid-fire fulfilment.  Being put on hold.  Being told by an employee that they’ll find out and get back to them and other types of friction on the customer journey, are irritants that can damage client relationships and cost you valuable sales.

So, reducing friction is all about maintaining your position in the market, due to intentionally fostering a customer journey which is as smooth and supple as possible.

The roadmap

Customer journey with toucpoints

Part of the work involved in ERP system implementation is knowing where your customers have been and where they’re going.  There’s no better way to do that than to poll existing customers on existing areas of friction and how they believe they might be reduced.

The integration of front office and back office are also critical to success in this regard, as that’s where communication can break down, leading to client frustration.

A good ERP system should be able to tell employees what’s in the warehouse from their work stations.  They shouldn’t have to call to find that out.  ERP should also be able to provide customers with pricing in real time, without needing to ask the customer who’s inquiring to wait on hold.

An important question to ask in the implementation process is whether ERP is going to be able to streamline client-facing functions like questions, returned goods and issues.

You customers are served by integration which eliminates silos, detaching them from their individual functions and placing them all in a customer-friendly, accessible system that builds confidence in you and your goods and services.

Integration serves you and the client

Breaking down information silos between departments and functions is one of the greatest benefits of ERP and this serves both you and the client.

With ERP in place, the use of systems which serve only one sector of the customer journey is no longer necessary.  All end users will have access to all the information they need without picking up a phone or sending an email.  There’s global access which saves time on both ends, reducing friction and lending greater fluidity to all aspects of your customer relationships.

CEM Business Solutions

For more than a decade, CEM Business Solutions has been serving almost 300 clients in 19 industries.  Contact us to discuss how we can serve you.

ERP System Implementation Success: Why You Should Prep Your Team

On the cusp of ERP system implementation?  Then we don’t need to tell you how amazing enterprise resource planning is.  Every facet of your business can be aligned and integrated with ERP, from inventory to payroll to business process management and financial matters.

But one crucial aspect of ERP system implementation is preparation.  Specifically, you need to prep your team.  No last-minute training sessions.  No unveiling of the finished product before eyes who’ve never seen any of the systems components until it’s in place.

Your team needs to be brought into the process at the ground level, to gain critical understanding of ERP and how it relates to their job functions.  Getting them engaged and keeping them on board from inception is the key to ERP system implementation success.

ERP modules

A new language.  A new landscape

Implementing ERP demands that your employees learn a new language in a new landscape.  Layouts are different.  Organizational functions are different.

Imagine being plunked down in a foreign country.  You don’t know where you are.  You’re miles from home and you don’t speak the language.  Quite an alienating experience, right?

And alienation isn’t your organization’s best look.

Onboarding employees as you build allows familiarity to be established.  People fear what they don’t know, so allow them to get to know ERP and to make friends with it.

The big picture

Going beyond the system’s functions for specific roles is entirely necessary to ERP system implementation success, as this allows your team to get a look at how processes relate elsewhere in the system.

Let them see where data is coming from to understand the chain of events that leads it to their role.  Also, familiarizing them with the fullness of the process lets them understand how their output is viewed by others, as it moves forward.

Seeing the big picture is the best way for end users to experience their location in that picture in its context.

Your company will be re-visioning familiar processes to align with the new reality.  Those processes should be familiar to your employees well before rollout.

A clear picture

Being clear about ERP implementation and how it will improve overall operations is another key facet of preparing your team.  From day one, if you’ve made the decision to implement, then your rationale for doing so must be shared succinctly and clearly with those who are going to be using the system.

Whether you’re implementing ERP to gain a firmer grasp of financial functions, or compel greater organizational transparency, your team needs to know that.  They need this information so team members can re-position themselves professionally and psychologically within the incoming system.

We say it often, but we can’t say it often enough – businesses are people, because people are the driving force in making technological change successful.  Prepping your team is a process which should run parallel to ERP implementation, for that reason.

If you’re on the cusp of ERP system implementation, then you’re ready CEM Business Solutions, your partners in seamless implementation.  Contact us.

Understanding Dynamics 365: What You Need to Know and How It Affects Your Business

By now, those of you reading will understand that Microsoft Dynamics 365 is a transformative tool that’s AI-capable and promises to revolutionize the way work is done.

But this post is about understanding Dynamic 365, what you need to know and how it affects your business.  And your business is about the people who drive its performance and success.  That’s why the first thing you’ll need, to derive maximum benefit from the technology under discussion, is employees are aren’t just along for the ride, but genuinely engaged.

Microsoft Dynamics 365 logo

A seismic shift

Technological change is a challenging reality.  Companies struggle to keep ahead of it, because it’s clear that the changes being wrought in this rapid-fire crucible are positive.  To remain competitive, participation is mandatory and resistance?  Futile.

While the cloud and artificial intelligence are relatively new realities, they’re the core of contemporary technological change at its most transformative.  The application of these new tools promises to make processes more integrated, coherent and accessible, by breaking down barriers in every area of doing business.

People matter

A key component in the seismic technological shift that’s occurring are your people.  In recent decades, companies have focused heavily on employee safety and wellness.  But how does that play out in this new reality?

Your employees and their comfort with system implementation is crucial to the success of implementing new technologies.  If they’re threatened by the transformation, it may be because they haven’t been adequately prepared.

In this respect, communication is fundamental to the success of Microsoft Dynamics 365.

Focused on success

In an increasingly challenging technological sector, employees everywhere are feeling less of a personal engagement with employers.  They’re less likely to stay on long-term, in a gig economy.

Being forthright with employees about enhanced efficiencies and increased opportunities to work within teams with Dynamics 365, assists them in walking through the door to change and a new, less compartmentalized work style.

Focusing your employees on their significant role in digital transformation boosts engagement, provokes buy-in and ultimately, helps you keep your best people in place.  When your people are focused on success, transformation not only has a chance – it’s assured.

In this new reality, your employees can work and collaborate anywhere.  With Microsoft Dynamics 365’s cloud-based solutions, your people are free to roam, while staying connected to the projects they’re working on and they people they’re working on them with.

CEM Business Solutions

CEM is one of the fastest growing IT companies.  We offer our customers solutions that transition them successfully to implementation, particularly in Microsoft Dynamics environments.

With a partner like CEM, deriving knowledge from over a decade in the business, we create technological transformation that takes your business to the next level, keeping you competitive in a challenging market.

We drive change by advising you on every aspect of implementation, ensuring that your people get and stay engaged, creating the conditions required for transforming your business with technology.

Your company is poised for greatness.  Contact CEM.  We’ll take you there.

Don’t Get Sidetracked by These ERP Implementation Misconceptions

ERP and business intelligence

ERP is an amazing way to update the way you do business.  That said, implementation of ERP alone isn’t going to solve your process woes on its own.

You need to come to the party with ideas in hand.

That’s the human element extant in any technological change and ERP is no different.  If your operations are lumbering under the weight of inefficiencies, bad communication across silos and a general sense of complacency about the status quo, then your input about that is required for successful implementation.

In this post, we’ll be talking about some common misconceptions around ERP implementation and how some get sidetracked by them.

ERP isn’t about software.  It’s about making your processes more efficient, enhancing the experience of your customers and changing the way you do business.

If it’s broken, ERP won’t necessarily fix it

Don’t derail ERP’s benefits by clinging to your old way of doing things.  When you’re implementing ERP, you’re opening the door to institutional change on every level.

Automation is a crucial factor in ERP and it can help you retire processes that are hindering efficiency and productivity.  Look at what you have now and ask yourself where automation can be applied.

Then ask yourself if the processes you’re thinking about automating can be either eliminated or integrated to be more effective.

Policy matters

There’s sometimes a tendency to opt for the devil you know.  That’s not going to cut it when you’re implementing ERP.  While employees may cling to that devil, it’s a psychological roadblock that can be transcended with thoughtful messaging about the change and how it’s going to make things better.

But policy can get in the way of that.  We’ve all seen policy work against change.  Examine your company’s policy framework and pare down policies which may have been hindering your employees from doing their best work – and potentially derailing effective implementation.

Contingencies happen

Prepare for contingencies, because they happen.  They can gum up the works, where implementation is concerned.  Managing variances in expectations and an executive tier which has moved on to other battles goes with the territory.

Your IT implementation team should be prepared for bumps in the road, enabling them to proactively address issues arising with appropriate and timely responses.

ERP is nothing without them

A sweeping and revolutionary change like implementing ERP is a process.  Onboarding employees and training them in competencies to address the change are part of that.  It doesn’t happen overnight.

Employees need time to adapt and develop their interface and understanding of the new normal.  The upside of the journey involved is that ERP’s value only becomes more evident with time and developing expertise.

And it’s at the level of your people that ERP has its most potent ally.  They’re the ones on which the fortunes of ERP implementation are balanced and in them, you will realize the fullness of its benefits.

Without them, ERP is nothing.

Contact CEM Business Solutions for ERP implementation expertise that opens the door to a new way of doing business.

Migrating from Microsoft Dynamics SL to Dynamics 365: What You Need to Know

Microsoft Dynamics 365

Microsoft Dynamics 365 is here and it’s making waves.  If you’re working with Dynamics SL, what does it mean for you?

It means a lot of things, especially if you’re contemplating migrating from Microsoft Dynamics SL to Dynamics 365.  What you need to know, first and foremost, is that migration is well worth the effort, as 365 is a game changer.

Dynamics 365 goes well beyond the functions most commonly associated with it – ERP and accounting.  It’s a whole new way of working.  And that brings with it an experience that’s true across multiple platforms, including mobile.

With customer insights accessible at the touch of a button, you’ll be a more nimble, responsive organization, once you’ve made the leap.

A worthwhile leap

Trading up to Microsoft Dynamics 365 is an opportunity.  It’s an opportunity for you to drill down through your operations to the germ of why you’re in business in the first place.

Simplifying your processes to serve that “why” is a good place to start and one which will reveal numerous processes that have become unwieldy and bolt on solutions that are bogging you down and not serving your goals.

Working through the cloud, the Dynamics 365 environment allows you to dispense with expensive hardware upgrades, because its scalable, offering you tremendous flexibility.  You’ll get better data security and lower maintenance, without investing in costly hardware.

Summing it up in 3 bullet points

If you’re still mulling it over, these 3 benefits should help make up your mind.

  1. Processes are optimized. With information integration, you become nimbler and communication increases.  Bottlenecks end.
  2. Security is enhanced. Security is a huge concern for almost everyone these days.  With Dynamics 365, your security measures can be tailored to your needs and brought into compliance, for those processing credit card payments and other information protected by privacy legislation.
  3. Every function of your operation becomes more manageable in the Dynamics 365 environment, from client-facing concerns, to data to IT costs.

And if you’re still not ready, you can remain in the Dynamics SL environment until you are, with incrementally rolled out solutions that test the waters.  It’s one way to convince you of the superior value of Dynamics 365!

Migrating from Microsoft Dynamics SL to Dynamics 365 is a move you’re ripe to make.  With the right communications strategy and a clear idea of how you’re going to optimize your current processes, you’ll be amazed by the revolution this latest offering can create in your business.

CEM Business Solutions

If you’re nervous about making the shift with the support of only your IT people, you’re not alone.  CEM Business Solutions has been serving businesses like yours since 2003, with solutions tailored to their needs. Our expertise in Microsoft Dynamics 365 makes us the smart choice for making the leap.

We apply critical business process areas for customers all over the world, across multiple industries.  Ready to make the leap?  Contact us to find out how CEMBS can help you do it.

Establishing a Successful Communication Strategy for Your ERP Implementation

young professionals looking at the computer

One of the most enduring truths about human nature is that most of us don’t relish change.  There’s an implicit existential threat which causes some to react negatively when change is proposed – even if the change is positive and constructive.

Just add office politics!

Establishing a successful communication strategy for your ERP implementation is crucial, for this very reason.  You are “romancing” your people with the promise of systems integration that they may not have a strong conceptual grasp of.

You need their buy-in for ERP to be rolled out successfully and that’s why a strong communication strategy must be in place from ground zero of the implementation process.

Branded communications

If your ERP implementation had a texture, a flavor, and a mission, how would you express it?  This is one of the key elements of effectively communicating its value to your staff.

Creating a project brand means crafting your belief in ERP into something people can easily wrap their heads around.  Emphasize the opportunities offered by ERP to create processes which offer global accessibility and eliminate the silo effect that too often bogs operations down.

How would you succinctly describe the power of ERP?  “Better. Faster. Stronger”?  “Getting our ducks in a row”?  Use your imagination to create a project brand that speaks to people where they stand and emphasizes the central benefits of implementation.

Fanfare

Generate excitement and buy-in with one common portal to disseminate information about the project.  Here, you can post information about training, details on roll out and events along the way.

The more your staff knows about the project and its importance to the organization’s future success, the more likely they are to come onboard willingly and with a positive attitude.

A project website makes ERP Implementation the star of the show and a topic of conversation among your people.  Include an FAQ that answers some of the more common questions about what ERP means, organizationally.  People will have a lot of questions and you can anticipate at least some of them.

Town halls

An important element of managing organizational change is creating a sense of community.  You can build that with regular town hall-style meetings that bring your employees together in common purpose.

Celebrate milestones in the process with question and answer sessions, attended by the executive tier and technical team.  You’re instigating buy-in by inviting your people to participate.

Seal the deal by concluding these meetings with something fun, like pizza or a BBQ.  Social time gives your employees an opportunity to talk about what’s going on with the project.

Establishing a Successful Communication Strategy for Your ERP Implementation is as easy as inviting CEM Business Solutions to your implementation party.

CEM Business Solutions

A successful implementation of ERP with the proven professional support of CEM Business Solutions is a call away.  We’ve been providing critical support to a host of sectors since 2003.

We’re one of today’s fastest growing IT companies.  Let us craft a winning communications strategy for your ERP implementation project.

Assess Business Processes with ERP

ERP process

ERP implementation isn’t just an exciting advent in the life of your company.  It’s an opportunity to assess business practices with ERP.  Because you’re integrating and automating, this is your chance to shed processes implemented in the past that spoke to technology which no longer serves you.

In this post, we’re going to examine how to select processes ripe for an update and assess them under the ERP umbrella.

Standardization and change

One of ERP’s most attractive features is that it provides streamlining standardization across inter-departmental workflows, processes and documentation.

With ERP, you’ll enjoy enhanced transparency and speed for activities like purchase orders and requisitions, scheduling production and accounts payable.  Workflow becomes seamless and integrated, making the common goal everyone’s working toward the guiding light of your operations.

With ERP, you can also move closer to your goal of a paperless office, due to its exceptional ability to link a scanned document with purchase orders, invoices or proofs of delivery.  This streamlines workflow and increases accessibility to document.

And you get to reduce paper in the workplace.

Every department in your company, when deploying ERP, report and measure on the same accounts, creating expedited reporting speed and more consistency.

What and where to assess

Giving your procurement processes the once over is your first order of business.  Include every link in the chain, from requisitions to inventory to accounts payable, prepaids and fixed assets.

Sales is another key area your ERP can help you modernize.  From quotes to orders to invoicing, accounts receivable and banking, you’ll find a friend in ERP’s superior system integration model.

Your financial tracking systems, including core financials, budgeting and reporting will greatly benefit from the implementation of ERP and its ability to push old processes into the 21st Century.

ERP can also help in Human Resources and managing your workforce, with fine analytical data readily available to gauge performance indicators and infrastructural data like employees per square foot.

The ERP advantage

Enterprise Resources Planning is the door to greater efficiencies throughout your organization.  With one integrated system, your company is one step closer to deploying data to improve communication, expedite deliverables and create the conditions necessary to move your operation to the next level.

ERP is a 360° solution that integrates every vital function you can envision.  Cash flow is optimized when you assess business processes with ERP, integrating and streamlining them to more effectively monitor profitability and expenses.

Once your processes are brought under the ERP umbrella, you’ll immediately see a shift in the way your company does business.  Taking care to onboard employees mindfully, your finely-tuned machine is as simple as assessing the key areas mentioned above to take full advantage of ERP’s many benefits.

CEM Business Solutions

A successful assessment of your business processes with ERP is as accessible as a call to CEM Business Solutions.  We’ve been providing critical IT support to a host of sectors since 2003.

As one of today’s fastest growing IT companies, CEM enjoys a 98% client satisfaction level.  We clear the way to success.

How to fix payroll posting issue, if ledger dimension missing in AD(Accounting Distribution)

When you try to post the payroll financial posting you might get an error that ledger dimension is invalid or missing for accounting distribution.

Go to accounting distribution table and verify ledger dimension field is updated.

If not make sure to update from Worker Default dimension and Corresponding Earning Code Ledger Dimension i.e MainAccount

To combine Default Dimension and Ledger Dimension you will need DimensionDefaultingService Class and Method ServiceCreateLedgerDimension

SourceDocumentHeader Recid can be found in accounting distribution table.

Sample script to update dimensions.

static void UpdateLedgerDimension(Args _args)
{
PayrollPayStatement payrollpaystatement;
PayrollpaystatementLine payrollpaystatementLine;
PayrollPayStatementEarningLine payrollPayStatementEarningLine;
AccountingDistribution accountingDistribution;
SourceDocumentHeader recid can be found in the accounting distribution table.

ttsBegin;
while select forUpdate * from accountingDistribution
where accountingDistribution.SourceDocumentHeader == ‘AccDistSourceDocRecID’
&& accountingDistribution.LedgerDimension == 0
join PayrollPayStatement
where PayrollPayStatement.SourceDocumentHeader == accountingDistribution.SourceDocumentHeader
&& PayrollPayStatement.Worker == HcmWorker::findByPersonnelNumber(‘yourempid’).RecId
join payrollPayStatementEarningLine
where payrollPayStatementEarningLine.SourceDocumentLine == accountingDistribution.SourceDocumentLine
&& payrollPayStatementEarningLine.PayStatement == PayrollPayStatement.RecId
{
if(payrollPayStatementEarningLine.EarningCode)
{
accountingDistribution.LedgerDimension = PayrollEarningCodeAccountingRule::getEarningCodeLedgerDimension( CompanyInfo::current(),payrollPayStatementEarningLine.EarningCode);

accountingDistribution.LedgerDimension = DimensionDefaultingService::serviceCreateLedgerDimension( accountingDistribution.LedgerDimension,HcmEmployment::findByWorkerLegalEntity
(PayrollPayStatement.Worker,CompanyInfo::current()).DefaultDimension);
}
accountingDistribution.update();
}
ttsCommit;
}

For further details, visit www.cembs.com or write to info@cembs.com. We will be glad to talk to you about our services and happy customers.

Employee Self-Service (ESS)

Employee Self-Service (ESS) is a part of the Enterprise Portal in Dynamics AX. ESS is a very convenient tool for both the employee and the human resources department, as it allows the employee to take control over his personal information, his benefits, time sheet, payroll, skills and education, etc.

Allows the employee to keep his information up to date without having to physically visit the HR department. This also saves a lot of time for the HR department and allows them to focus on more important HR functions instead of administrative tasks and paper work.

CEM ESS add-ons complemented Microsoft AX2012 ESS, and made it more interactive between the employees, their managers and the company.

CEM ESS add-ons key features are the following:

  • Employees can view and manage their benefits: they can enroll in a benefit, wave a benefit, add/or remove a dependent.
  • Employees can apply for leaves, keep track of their PTO, and even request a PTO cash out through ESS.
  • The complete performance management cycle is done through ESS, employees and managers both interact through the portal and complete the process from planning to appraisal electronically.
  • Employees can fill their timesheets, managers can review it and approve it on ESS.
  • Employees can always access their paystubs, request verification letters anytime, request travel expenses refund, attach their relocation receipts or fitness benefits receipts, etc.
  • Employees can view and apply to open jobs through ESS without having to go through the company’s career portal or any other job forum used by the company to advertise for their open positions.
  • Employees can also keep track of their training courses, their licenses, enroll in a training or a course, and track their onboarding activities, all through ESS.
  • Employees can also apply for a grievance request, for a recognition request, they can submit their resignation and keep track of their off boarding activities if any.
  • Managers can view and manage their team through ESS, review their leave requests, manage their performance, approve their timesheets, etc.
  • Managers can complete their manpower planning through ESS, apply for budgeted or unbudgeted staffing requests, and start new recruitment projects.
  • Companies can engage with their employees through surveys and questionnaires through ESS.
  • In a nutshell, Employee self-service is a very time saving and cost saving tool for both the organization and employees, that allows them to interact together from anywhere in the world and at any time.

For further details, visit www.cembs.com or write to info@cembs.com. We will be glad to talk to you about our services and happy customers.

Grievance request in Dynamics AX

Employers know that employee dissatisfaction is a potential source of trouble, whether it is expressed or not. Hidden dissatisfaction grows and creates reactions that may be completely out of proportion to the original concerns. Therefore, it is important that dissatisfaction be given an outlet. Grievance request helps employees to escalate their dissatisfaction/complaints against someone.

To ease this process, CEM has developed a grievance request process. This process allows workers to file grievances and for the management it facilitates to review and approve them. Grievance request can also be raised through the Enterprise portal.

Features of the Grievance Module in Dynamics AX

This module seamlessly integrates grievance requests into AX giving an abundance of flexibility to both the employees and managers. Any employee can capitulate a grievance request against any other employee. It permits the employee to air their grumble without any hesitant.

Typical process

Employers can classify and maintain the different types of grievances that may occur in the organization. Typically, these parameters are set before the company starts to manage the grievances. These parameters can be changed at any point of time.

Next setup to maintain is the Final actions. The Final Action refers to the culminating decision of the HR Manager in response to an employee’s misconduct.

Warning letters can be issued to employees if a grievance request is approved. This warning letter will be generated in MS Word format using pre-defined templates. These templates can be set up in the HCM add-on parameters.

Submitting a grievance request is quick and easy.

To submit a request, an employee simply has to click Grievance. The employee must select the employee’s name against whom the request should be raised and the required request or comments. Once this is done the employee can submit the request.

Once the request has been submitted, it will go through a workflow and a notification will be sent to the approver. An approver can easily review and approve the requests from an email or the Employee Portal.

With this module, it is also easy for management to keep track of the all grievance requests.

It is important to be able to track the grievance request to see if there is a problem with an employee. This is possible with the grievance request history function. This function will show the history of a particular employee.

A pop up window will show the entire history of that employee and if any grievances are raised against them.

And that is all there is to it! A simple function in Microsoft Dynamics AX that could bring a huge impact in your company.

For further details visit www.cembs.com or write to info@cembs.com.