From New Year's Resolutions to Year-End Goals with Microsoft Dynamics and Altico Advisors

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By Marcia Nita Doron, Altico Advisors

It's a white paper. No, it's a calendar. Actually it's both! Altico Advisors' inaugural white paper takes you month by month through 2014 with a featured Microsoft Dynamics GP and CRM success story from one of our clients, and colorful graphics to go with each. Every one describes the challenges a company faced and the solution they selected and why. The 12 Altico clients we chose to feature represent a sample of the industries we serve: wholesale distribution, discrete manufacturing, process manufacturing, finance, software development, professional services, medical device, and multiple listing service (MLS).

Perhaps you'll love February's story as much as I do. Of course, it's aptly named: "Managing Core Relationships." And it's the true tale of New England's largest Multiple Listing Service (MLS) in search of a system capable of managing complex relationships with members and vendors, flexible subscription options, and tracking licenses. These challenges were met with Altico Relationship Management, a Microsoft Dynamics CRM-based application built for the MLS industry. The full details can be found on page 5.

Did you tie the knot in June, the most popular of all months for weddings? Then perhaps you'll be swept away by the case study appropriately named: "All Those Bells and Whistles." This one is about a software development company needing to set up an overseas branch ASAP. They deployed Microsoft Dynamics GP for multi-company and established the UK business as a separate operating entity, with financial reports designed by Altico to support the new business model. Why did they choose Microsoft Dynamics GP? You guessed it. Because GP had all the bells and whistles they needed! Details on page 9.

And what about December? A company moves from Intuit QuickBooks to Microsoft Dynamics GP and lives happily ever after. Details on page 15.

Please be our guest and download the white paper cum calendar: "From New Year's Resolutions to Year-End Goals with Microsoft Dynamics and Altico Advisors." You'll be tickled to know that no registration is required.

Submitted by Altico Advisors, Your Microsoft Dynamics ERP and CRM Partner serving New Hampshire (NH) and beyond.


2 thoughts on “From New Year's Resolutions to Year-End Goals with Microsoft Dynamics and Altico Advisors”

  1. Hi Molly. Thanks so much for your feedback. Feel free to share! We have also created an actual calendar out of the white paper. It's a 5x7 format that stands up on your desk. The graphics ported beautifully to the smaller size. If you'd like one, or you know anyone who would, just let me know and I'll send them out. You can reach me directly at [email protected].

  2. Very well done! This format is informative and the style reads more like a story than a traditional whitepaper. Thanks for posting, Marcia. I hope you don't mind if we share this with others!

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