Articles By: Catapult

Draft Your Month End Close Checklist with Dynamics NAV

Like most ERP systems, Dynamics NAV has its own unique way of helping businesses perform their regular month end duties. Leveraging what is unique to NAV, I’ve put together a series of 4 posts that outline how to perform a period-end close in NAV with the goal of helping to make it easy for you to draft your …

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The Benefits of NAV on Azure for Small and Mid-Size Businesses

Infrastructure as a Service offers significant cost and efficiency advantages to small and mid-size businesses when compared with on-premises datacenters. Provisioning tools first introduced in NAV 2013 R2 allow you to easily deploy your system on Microsoft’s cloud, Azure. While the points below relate to the benefits of hosting NAV on Azure more generally, the …

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Insights from NAV Azure Migrations

Microsoft Azure infrastructure as a service (IaaS) is an ideal platform to host your Dynamics NAV solution. Here are a few practical insights from recent on-premise to Azure migrations that will benefit anyone considering making the transition. 1. Before proceeding, consider the way your users should access NAV.   Azure enables a broader range of accessibility for NAV, more easily than on-premise deployments with options including: …

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Planning an Upgrade to NAV 2015? Here's Your Guide!

Do you want a complete picture of what it will take to plan a successful upgrade to Dynamics NAV 2015?  "Planning Your Upgrade to NAV 2015: The Definitive Guide"  is designed to help businesses develop a vision for their upgraded system complete with a plan for how to get there.   What can you expect to learn?  …

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Beyond Waterfall: A New Take on ERP Deployment

I’d like to add a Project Manager’s perspective to Elliot’s post, “Losing Site of the Shore: Moving Forward with ERP and CRM.”   The process traditionally chosen to manage an ERP project, a “waterfall” deployment model, has caused many projects to fail . This is not just in the “over budget / behind schedule” sense, but …

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3 Keys to ERP and CRM Success After Go-Live

I recently wrote a post commenting on data which demonstrates that Dynamics NAV represents the majority share of the Dynamics pie, with 45% of the total installed license base globally. While I think it’s easy to explain NAV’s success because of the many great features and functions, I believe that successfully getting the benefits from an …

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Why NAV Has the Largest Slice of the Microsoft Dynamics Pie

Are you considering making an investment in Dynamics NAV or have you already done so? A recent article by Partner Power International highlighted some particularly insightful stats about the Microsoft Dynamics customer landscape:  now is a great time to be a Dynamics NAV user with NAV representing 45% of the total installed license base globally …

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The Importance of Assumptions in Effective Project Management

We all know the old saying about assumptions… “They make an ?!? out of you and me”.  As a PM I think assumptions are actually good, and an important part of my job.  They key point is that assumptions must be written down, and reviewed with key stakeholders. In the early stages of projects there …

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How to Simplify the Non-Profit Budget Process

Each year I teach a course at Belmont University on financial management for future non-profit leaders— people who never thought they would have to deal with finance. Between arcane accounting rules, the pronouncements of standards boards, and the names of governing agencies, they have a lot of ground to cover. When we get to the section on …

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NPO Deep Dive Part III: Managing Overheads

Who among us wouldn’t like the majority of our donated dollars to go directly to “the cause” or people being served? Indeed - donors and funders are sometimes so focused on the concept of “limiting overhead”, that one of the most commonly used measures of an NPO’s organizational efficiency   is the “percentage of total expense …

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