ERP Software Logo1

Microsoft Dynamics vendors provide comparisons and opinions to professionals in the ERP/Accounting software selection process

 
 

Ken Jacobsen, The TM Group Inc.

Microsoft Dynamics GP Delivers the Perfect Remedy


Email | Print

I had the opportunity to speak with Christopher Tepper, senior sales consultant for The TM Group, about an interesting project one of his clients completed recently. Chris was asked to provide a cohesive solution for a physician’s network that boasts more than 1,500 Michigan-based members. This fully accredited organization for physicians offers assistance with validated worth and strict compliance through accountability and sound medical management practices. The organization keeps track of the physicians’ levels of membership along with eligibility for increased reimbursement, incentives, and other value-based programs.

The client had a few very important business requirements. The organization was looking for a seamless integration with Microsoft Dynamics GP and its own credentialing software system. With the utilization of SmartConnect, the Microsoft Dynamics GP accounting solution was integrated and deployed in conjunction with the organization’s internally developed membership management solution. A variety of rebates, payments, and dividends that are accepted then must be disbursed and paid to the members efficiently.

Before the installation of Microsoft Dynamics GP, the organization had been entering all these items manually. The process was tedious and labor-intensive. Microsoft Dynamics GP was implemented as the perfect solution to streamline and automate all these processes.

The organization also has a myriad of reports that need to be generated quickly and easily. Utilizing Microsoft Dynamics GP Management Reporter, the financial reports were tailored to meet its specific needs. The report wizard made it easy for users to design, store, and generate reports.
Another important requirement was secure payment options. The TM Group has a great independent software vendor partner, SalesPad CardControl, that offers a terrific and efficient solution for credit card processing. This was implemented, and now this physician network can accept credit cards with a safe and secure online payment solution.

Their 1099s were also a tedious and time-consuming project for the company, due to the large number of 1099s that needed to be processed. The client also implemented electronic 1099s and 1099 fulfillment through another reputable TM Group and GP partner, Greenshades. With the Greenshades solution the client was able to automatically upload the 1099s electronically to the government as well as have Greenshades print, stuff, and mail the 1099s to the vendors for a nominal fee. This saved hours of exporting files and uploading to the government and also printing, stuffing, and mailing thousands of 1099s.

By solving the dilemma of integration with its current software utilizing Microsoft Dynamics GP, this members-only organization now has streamlined its accounting practices, enjoys easy report generation and management, has peace of mind with secure credit card processing options, and streamlined the year-end 1099 process.

Finding the right solutions for a company’s business challenges is what The TM Group does best! If you’re struggling with a predicament involving your ERP, GP, or CRM needs, please contact The TM Group today at 888.482.2864 or visit our website at www.tmgroupinc.com for more information. We’ll be delighted to design and implement a technology plan to suit your needs and budget.

By Jennifer Swiderski (Marketing Manager), Christopher Tepper (Senior Account Elective), and Ken Jacobsen (Director Sales & Marketing)

Comments are closed.