Do I Need More than Dynamics GP’s Built-In BI Functionality?

Do I Need More than Dynamics GP’s Built-In BI Functionality?

In terms of managing and analyzing your company data in Dynamics GP there are basically two options:  go it alone with the built-in KPIs and reports that come with Dynamics GP or work through the integration and implementation process for a third-party Business Intelligence (BI) solution.  Here at SMBSuite we know that the most valuable tools are all about flexibility and mobility for your Microsoft Dynamics GP experience.  As you catch flights and work on the go to serve your global customer base, flexibility is key.  You should be able to access your company’s financials wherever you are, so that you can make the best decisions quickly for the future of your organization.  

But the other piece of this puzzle is getting a system that works for you without needing an in-house expert to master a complex and crucial business process.  In the next few minutes, let us show you how our pre-configured, role-based dashboards and excel-based graphical report builder can give you the best of both worlds:  seamless GP integration and powerful, drag-and-drop customizable business intelligence tools that offer deep insights into your company data.



Third party products are offering best-of-breed solutions for Microsoft Dynamics GP customers who are charged with producing financial reports, budgets, dashboards, consolidations, etc.  And true cloud deployments mean flexible access for your busy professionals.  Whether in the back of a cab, in a client’s office, or on a flight, their involvement in making key decisions about the future of the company does not pause, so neither can access to crucial operational data.  Lots of corporations still depend on on-premises data analysis software, which then limits their interaction and interpretation of financials to being in the office – or generally entails clunkier remote access tools, such as Citrix, Terminal Server, or VPN.  If these are not offering you the true solution of flexible access that you seek, what can?

While there are plenty of aspects to consider when shopping for a solution that can give you the flexibility you need as a modern professional, data integration options might be the best place to start.  Do you and your team need to integrate live from Dynamics GP for a real-time analysis, can you rely on a BI data store, like an online analytical processing (OLAP) cube or a data warehouse, or do you need both?  And if you’ve traditionally been managing your company data in Excel, how important is it to keep using that tool to build new reports?  An Excel add-in with the aim of user friendliness, familiarity of coding and formatting, plus accelerated reporting and budgeting design could be a game-changer in terms of productivity for an already-taxed workforce.

With SMB Intelligence, powered by Solver, you’ll get the most powerful, customizable BI tool for Dynamics GP with deep ISV integration for nearly any industry vertical.  And we’ve gone ahead and built custom, role-based dashboards with all of the key metrics each of your team members need front-and-center from sales, financials and support staff, to warehousing, manufacturing, field services and distribution.  Add to that the easy customization and new report building functionality and it starts to make you wonder:  why keep choosing between ease of use and the tools you need?


Your Cloud Dynamics GP solution really can be easy to afford, easy to use and easy to love.  We’ve got plenty of free BI resources on our website and you can learn more here.


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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.