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Crestwood Associates

Success Story: Investment Firm Combines Two Versions and Upgrades to Microsoft Dynamics GP 2010

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    A Chicago-area investment firm has successfully upgraded their Microsoft Dynamics GP 9.0 system to Dynamics GP 2010 while combining and upgrading a subsidiary’s Dynamics GP 10 system.  The firm was eager to take advantage of the license model transition from Microsoft that offers existing customers the chance to gain tons of additional functionality for a flat fee per user. 

    Because version Dynamics GP 9.0 mainstream support will end 1/11/2011, Crestwood is working closely with all of our customers to determine and schedule the best time for the GP2010 upgrade.  Crestwood recommended a test upgrade due to the integral role Dynamics GP plays in the firm’s operations, as well as the need to manage against SOX compliance.  Thus, a weekend upgrade was scheduled, and a go-forward decision was made on Wednesday with a late week scheduled live upgrade.  This upgrade affected a large, 25-user base and required working closely with the four ISVs whose solutions are used daily by the client.  Status meetings were held every two days during the process to ensure tight orchestration of efforts.  VMWare virtual servers were used for the test environment and new Microsoft virtual desktops were set up to facilitate remote access by the subsidiary.

    What’s new in Dynamics GP 2010 training was performed by Crestwood’s Client Education Manager before testing so that the users would have the confidence that the system would work the way they expected.  As always, Crestwood shared our wealth of experience gained across our extensive client base and deep product knowledge to advance daily operations and access to information, ultimately enabling sound decision-making.

    Crestwood worked on a very condensed timeframe to deliver the solution over two weekends and a down time of approximately 12 hours.  Being on time and under budget was the goal of the two firms and the project was a wonderful success for everyone.

    By Mary Lenehan, Client Education Manager, at your Chicago area Microsoft Gold Certified Dynamics Partner, Crestwood Associates.

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