Crestwood Associates
GP Migrations Made Easy

Make the move to a Cloud ERP — minus the headaches

Switching to a new ERP system can bring up a lot of concerns, from the time and resources involved in the migration to the integrity and security of data as it’s moved. Crestwood’s GP Migration Program is designed to help you get there quicker with better results. We combine innovative product capabilities with the support of certified experts to accelerate migration from Microsoft Dynamics GP to Acumatica or Business Central. The faster you can get up and running on these fully functional ERPs that are built for the cloud, the faster you can enhance collaboration, improve efficiency, and save costs.

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✓ Seamless Integrations
  • API-driven integrations
  • Shared data and cross-team workflows
  • Single source of truth
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✓ Greater Flexibility
  • Flexible deployment options
  • More customization opportunities
  • Run your business from nearly anywhere
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✓ Fewer Costs
  • Flexible licensing plans
  • Only pay for the features you need
  • Only pay for the data you need
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✓ Foundation to Scale
  • Software that grows with you
  • Agility to evolve and innovate
  • Make upgrades to meet requirements
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✓ Superior ROI
  • Dynamic features right out of the box
  • Built-in support for third-party software
  • Built-in support for individual industries

We’re Experienced in Microsoft Dynamics GP Migrations to the Cloud

There are a number of reasons why an ERP system can become unsustainable for a business. For Edward Lowe Financial (ELF) — a Microsoft Dynamics GP user — it was a matter of large server hardware costs and limited technical resources to oversee and maintain their ERP.

 

By enlisting the help of Crestwood Associates, ELF was able to make a smooth switch to a multi-tenant cloud-based platform. With implementation completed months before the COVID-19 pandemic hit, the company had a comprehensive ERP, a robust cloud hosting service, and an experienced partner at their side to enable the continuation of smooth operations.

Read the full case study.

GP Migration Frequently Asked Questions

What is the difference between Microsoft Dynamics GP and Cloud Based ERP
  1. is the difference between Microsoft Dynamics GP and Cloud Based ERP
    Microsoft Dynamics GP is a traditional on-premises Enterprise Resource Planning (ERP) software solution that is installed and run on servers and computers located within an organization’s premises. It offers various features like accounting, inventory management, supply chain management, human resources management, and financial management, among others. Users can access this software via their local networks or remotely through a Virtual Private Network (VPN).
  2. On the other hand, a cloud-based ERP is a software solution that is hosted on the cloud and accessed over the internet. Cloud-based ERP offers the same functionality as on-premises software but has the added benefits of being easily scalable, flexible, and accessible from anywhere with an internet connection. With a cloud-based ERP, users can access their data and applications on the go, from anywhere, using any device.
  3. In summary, the main difference between Microsoft Dynamics GP and Cloud-based ERP is the method of deployment. While Dynamics GP is installed and runs on a local network, Cloud-based ERP is hosted on the cloud and accessed over the internet. Cloud-based ERP also provides added benefits of scalability, flexibility, and accessibility from anywhere with an internet connection.
What are the advantages of migrating from Microsoft Dynamics GP to Cloud Based ERP
  1. Migrating from Microsoft Dynamics GP to a cloud-based ERP (Enterprise Resource Planning) system can offer several advantages, including:
  2. Accessibility: Cloud-based ERP systems can be accessed from anywhere with an internet connection, allowing employees to work remotely and enabling faster decision-making.
  3. Scalability: Cloud-based ERP systems can easily scale up or down depending on business needs, allowing companies to add or remove resources as required, without the need for additional hardware or software.
  4. Lower IT costs: With a cloud-based ERP system, companies can avoid upfront investments in hardware and software, as well as the ongoing costs of maintenance and upgrades, which are typically handled by the ERP vendor.
  5. Security: Cloud-based ERP systems are typically more secure than on-premise systems, as they offer encryption, firewalls, and other security measures to protect against cyber threats.
  6. Real-time data: Cloud-based ERP systems provide real-time access to data, enabling businesses to make informed decisions based on up-to-date information.
  7. Customization: Cloud-based ERP systems often allow for more customization than on-premise systems, allowing businesses to tailor the system to their specific needs.
  8. Integration: Cloud-based ERP systems can easily integrate with other cloud-based applications, such as customer relationship management (CRM) and supply chain management (SCM) systems, providing a seamless workflow across the entire business.
  9. Overall, migrating from Microsoft Dynamics GP to a cloud-based ERP system can provide businesses with greater flexibility, scalability, and accessibility, while also reducing IT costs and improving data security.
Can all my data from Microsoft Dynamics GP be migrated to Cloud Based ERP?
  1. In most cases, it is possible to migrate all data from Microsoft Dynamics GP to a cloud-based ERP system. However, the specific process of migrating the data will depend on a number of factors, such as the size and complexity of the data, the structure of the databases, and the capabilities of the cloud-based ERP system.
  2. GP Common Questions and Pain Points for Chatbot and Blog Planning.It is important to note that data migration is a complex process that requires careful planning and execution to ensure that the data is transferred accurately and securely. In some cases, data may need to be transformed or cleansed before it can be migrated to the new system.
  3. To ensure a successful data migration from Microsoft Dynamics GP to a cloud-based ERP system, it is recommended to work with a qualified and experienced ERP vendor, like Crestwood Associates, who has expertise in both systems. We can provide guidance and support throughout the migration process, including data mapping, data extraction, data cleansing, and data validation.
  4. It is also important to perform thorough testing and validation of the migrated data to ensure that it is accurate and complete, and that all business processes are functioning as expected. With proper planning and execution, all data from Microsoft Dynamics GP can be migrated to a cloud-based ERP system, providing a seamless transition to a modern and scalable ERP solution.
How long does the migration process take?
  1. Firstly, it’s important to note that the exact duration of an ERP migration can vary widely depending on a number of factors, including the size and complexity of the data being migrated, the number of users involved, and the extent of customization required.
  2. With that said, a typical ERP migration from Microsoft GP to a cloud-based system can take anywhere from several weeks to several months, depending on the specifics of the project. Here are some of the main stages involved in the migration process and a rough estimate of how long they might take:
    1. Planning and preparation – This stage involves assessing your current system, identifying the data and processes that need to be migrated, selecting a new cloud-based ERP system, and creating a project plan. Depending on the scope of the project, this stage could take anywhere from a few weeks to a few months.
    2. Data migration – This stage involves extracting data from your current system and transferring it to the new cloud-based ERP system. The length of time this stage takes will depend on the amount of data being migrated and the complexity of the data structures involved. For a medium-sized business, data migration might take several weeks.
    3. Configuration and customization – This stage involves configuring the new cloud-based system to meet your specific business needs. Depending on the extent of customization required, this stage could take anywhere from a few weeks to several months.
    4. User training and testing – Once the new system is configured, it’s important to train your users on how to use it effectively and conduct testing to ensure that everything is working as expected. This stage could take several weeks.
    5. Go-live – Finally, you’ll need to switch over to the new cloud-based ERP system and make sure everything is running smoothly. Depending on the complexity of your business processes, this stage could take a few days to a few weeks.
What is the cost of migrating from Microsoft Dynamics GP to Cloud Based ERP?
  1. Migrating from Microsoft Dynamics GP to a cloud-based ERP system can have a range of costs associated with it, depending on various factors. Some of the key factors that can impact the cost of the migration include the size of the company, the complexity of the data and business processes, the level of customization required, and the specific cloud-based ERP system being adopted.
  2. Here are some potential costs to consider:
    1. Licensing Costs: Moving to a cloud-based ERP system often requires new licenses, which can come with a significant cost. These costs can vary depending on the size of the company, the number of users, and the specific features required.
    2. Implementation Costs: The process of migrating to a cloud-based ERP system requires significant planning and implementation. This process can be costly and time-consuming, especially if the company has complex business processes and requires customization.
    3. Training Costs: Once the new ERP system is in place, employees will need to be trained on how to use it. This can add to the overall cost of the migration, especially if the new system is significantly different from the old one.
    4. Data Migration Costs: Moving data from one system to another can be a complex and time-consuming process. The cost of this process will depend on the amount and complexity of data that needs to be migrated.
    5. Integration Costs: If the company relies on other software systems that need to be integrated with the new ERP system, there may be additional integration costs.
    6. Ongoing Maintenance Costs: Cloud-based ERP systems require ongoing maintenance and support. The cost of this support will depend on the level of service required and the complexity of the system.
Will my existing integrations and customizations work in Cloud Based ERP?
  1. Existing integrations and customizations may or may not work in a cloud-based ERP system, depending on various factors, luckily Crestwood Associates has an in-house development team who specializes in this area so you know up front what can and can not be done.
  2. Cloud-based ERP systems are designed to be scalable, flexible, and easily configurable. They offer a range of features and functionalities that are available on-demand, which means that businesses can quickly and easily implement them without the need for extensive customization. Many cloud-based ERP systems also offer pre-built integrations with other commonly used business software, such as CRM, HR, and financial systems.
  3. However, when it comes to existing integrations and customizations, the answer is not so straightforward. The extent to which existing integrations and customizations will work in a cloud-based ERP system depends on several factors, including:
    1. Compatibility: The existing integration or customization needs to be compatible with the cloud-based ERP system’s technology stack, APIs, and data structures.
    2. Complexity: The complexity of the existing integration or customization may affect its ability to work with a cloud-based ERP system. Complex customizations may require significant modifications to the cloud-based ERP system, which may be time-consuming and costly.
    3. Versioning: The version of the existing integration or customization may also affect its ability to work with a cloud-based ERP system. Older versions of the integration or customization may not be compatible with the latest version of the cloud-based ERP system.
    4. Vendor support: The vendor of the cloud-based ERP system may provide support for specific integrations or customizations. If the existing integration or customization is not supported by the vendor, it may not work with the cloud-based ERP system.
What training and support is available for Cloud Based ERP?

Cloud-based ERP systems are software applications that are hosted on remote servers and accessed over the internet. As a cloud-based system, there are several key system requirements that are necessary to ensure that the ERP system functions correctly. Here are some of the essential system requirements for a Cloud-Based ERP system:

  1. Online resources: We provide comprehensive online resources such as tutorials, guides, videos, and forums to help users learn how to use the system. These resources are available 24/7 and can be accessed from anywhere with an internet connection.
  2. User manuals: We also provide user manuals that offer step-by-step guidance on how to use various features and functionalities of the system. These manuals can be downloaded and printed, providing users with a handy reference guide.
  3. Training sessions: We offer training sessions that can be attended in person or online. These sessions are usually conducted by experienced trainers who can guide users through the system and answer any questions they may have.
  4. Customer support: We provide customer support through various channels such as email, phone, and our online customer support portal where you can submit and track requests. This allows users to get help whenever they need it and resolve any issues they may encounter.
  5. User communities: Many cloud-based ERP’s have user communities where users can share their experiences, ask questions, and get help from other users. These communities are a great way to learn from others and get quick answers to questions.
What are the system requirements for Cloud Based ERP?

Cloud-based ERP systems are software applications that are hosted on remote servers and accessed over the internet. As a cloud-based system, there are several key system requirements that are necessary to ensure that the ERP system functions correctly. Here are some of the essential system requirements for a Cloud-Based ERP system:

  1. Reliable Internet Connection: A reliable and stable internet connection is essential for accessing the cloud-based ERP system. The internet connection should be fast enough to ensure that users can access the system without experiencing any significant delays.
  2. Web Browser: Users will need a modern web browser to access the cloud-based ERP system. The web browser should be capable of handling HTML5, CSS3, and JavaScript. Popular browsers like Google Chrome, Firefox, and Microsoft Edge are typically compatible with cloud-based ERP systems.
  3. Operating System: Since cloud-based ERP systems are accessed via a web browser, they are platform-agnostic. Users can access the system from any operating system, including Windows, macOS, and Linux.
  4. Mobile Device: Users should be able to access the cloud-based ERP system via a mobile device. The system should be optimized for mobile use, and users should be able to access all the features they need on their smartphones or tablets.
  5. Security: Security is a crucial consideration for cloud-based ERP systems. The system should be hosted on a secure server, which we provide for our clients, and all data should be encrypted to prevent unauthorized access. Additionally, the system should have robust authentication mechanisms, such as multi-factor authentication, to ensure that only authorized users can access the system.
  6. Scalability: The cloud-based ERP system should be scalable to meet the changing needs of the business. The system should be capable of handling an increasing number of users, transactions, and data as the business grows.
Can Cloud Based ERP be deployed on-premise or is it cloud-based only?
  1. Cloud-based ERP (Enterprise Resource Planning) systems are designed to be deployed on the cloud and accessed over the internet. However, some cloud-based ERP providers may offer a hybrid deployment model that allows customers to deploy the ERP system on-premise, in addition to the cloud.
  2. In a hybrid deployment model, some components of the ERP system are hosted on the cloud while others are deployed on-premise. This allows customers to have greater flexibility in managing their ERP system and to choose the deployment model that best suits their needs.
  3. It’s important to note that deploying a cloud-based ERP system on-premise may require additional hardware and infrastructure, as well as IT expertise to manage the deployment. The exact requirements and feasibility of a hybrid deployment model will depend on the specific ERP system and the customer’s infrastructure and resources.
  4. In summary, while cloud-based ERP systems are designed to be deployed on the cloud, some providers may offer a hybrid deployment model that allows for on-premise deployment in addition to cloud-based deployment.
What are the licensing options for Cloud Based ERP?
  1. Cloud-based Enterprise Resource Planning (ERP) software is typically licensed using one of the following options:
    1. Subscription-based: This is the most common licensing option for cloud-based ERP. Customers pay a monthly or annual fee for access to the software and related services, such as technical support and updates. The subscription fee is usually based on the number of users and features selected.
    2. Usage-based: In this model, customers pay based on their actual usage of the ERP system. The fees are calculated based on the number of transactions, data storage, or other usage metrics. This option is suitable for organizations with variable workloads or those that do not require full-time access to the system.
    3. Perpetual license: This licensing model allows customers to purchase the ERP software and use it indefinitely. The customer pays a one-time fee for the software, and ongoing maintenance and support are typically offered as a separate service. This option may be suitable for organizations with specific needs that are unlikely to change in the future.
    4. Hybrid: This licensing model combines the benefits of both subscription-based and perpetual licensing. Customers pay an upfront fee for the software license and also pay a subscription fee for ongoing support and maintenance. This model provides flexibility and cost savings to customers who may want to purchase the software outright but also want access to the latest updates and support.
  2. It’s essential to consider your organization’s needs and future growth plans when choosing a licensing option for a cloud-based ERP system. Additionally, you should carefully review the terms and conditions of each licensing model to determine which one is the best fit for your organization.
Can I use Cloud Based ERP for multiple companies?
  1. Yes, you can use a cloud-based ERP (Enterprise Resource Planning) system for multiple companies. A cloud-based ERP system is a software that is hosted on the internet, and it can be accessed by multiple users from different locations using a web browser. This means that you can use the same ERP system for multiple companies, and each company can have its own set of data and user access privileges.
  2. With a cloud-based ERP system, you can manage multiple companies’ data and processes from a single platform. This can help you streamline your operations and improve efficiency. For example, you can use a single ERP system to manage the accounting, inventory, and sales processes for multiple companies.
  3. However, it’s important to note that the exact capabilities of a cloud-based ERP system for managing multiple companies may vary depending on the specific software you are using. Some systems may have more robust multi-company features than others. Therefore, before implementing a cloud-based ERP system for multiple companies, you should carefully evaluate the software’s capabilities and ensure that it meets the needs of your business.
What is the process for upgrading to the latest version of Cloud Based ERP?

GP Common Questions and Pain Points for Chatbot and Blog Planning

  1. The process for upgrading to the latest version of a cloud-based (ERP) system can vary depending on the specific ERP software being used and the vendor providing the service. However, some general steps that may be involved in the process include:
    1. Assess the new features and functionality of the latest version: Before upgrading to the latest version of the ERP software, it is important to understand what new features and functionalities the new version offers and how they can benefit the organization. This can help to justify the cost and effort involved in the upgrade.
    2. Plan the upgrade: Based on the assessment of the new features and functionalities, a plan should be developed for the upgrade. This may include determining the timing of the upgrade, allocating resources, and preparing for any necessary downtime or disruptions.
    3. Prepare the data: Data migration is a critical step in the upgrade process. Before upgrading, the organization should ensure that the data in the existing system is clean and accurate. This may involve cleaning up data, eliminating duplicates, and updating records.
    4. Test the new version: It is important to thoroughly test the new version of the ERP software before making it available to users. This can help to identify any issues or bugs that need to be addressed before the upgrade is complete.
    5. Train users: Once the new version is installed and tested, users need to be trained on how to use the new features and functionalities. This can include training on new modules, workflows, and interfaces.
    6. Go live: Finally, the new version of the ERP software can be made available to users. It is important to monitor the system closely for any issues or problems that may arise during the initial rollout.
  2. Overall, upgrading to the latest version of a cloud-based ERP system can be a complex process that requires careful planning, preparation, and execution. Working closely with the vendor and following best practices can help to ensure a smooth and successful upgrade.
What are the reporting and analytics capabilities in Cloud Based ERP?

Cloud-based ERP solutions offer robust reporting and analytics capabilities that allow organizations to gain real-time insights into their business operations. Here are some of the key reporting and analytics capabilities you can expect:

  1. Customizable dashboards: Cloud-based ERP solutions often offer customizable dashboards that display key performance indicators (KPIs) and metrics that are most relevant to your business. These dashboards can be configured to display data in real-time, allowing you to quickly spot trends and identify potential issues.
  2. Real-time reporting: With cloud-based ERP, you can generate real-time reports that provide up-to-date information on key business metrics such as inventory levels, sales performance, and financials. These reports can be customized to meet your specific business needs, and can be easily exported to other applications for further analysis.
  3. Ad-hoc reporting: Cloud-based ERP solutions often offer ad-hoc reporting capabilities, allowing you to generate reports on the fly using custom queries. This feature is particularly useful when you need to quickly analyze data that is not covered by standard reports.
  4. Data visualization: Cloud-based ERP solutions often provide data visualization capabilities, allowing you to view data in charts, graphs, and other visual formats. This can help you quickly identify trends and patterns in your data that may not be apparent from traditional reports.
  5. Predictive analytics: Some cloud-based ERP solutions incorporate predictive analytics capabilities, allowing you to forecast future trends and identify potential opportunities or risks. This can help you make more informed decisions and stay ahead of the competition.
How does Cloud Based ERP handle financial management, including budgeting, accounting, and cash flow management?
  1. Cloud-based ERP systems provide businesses with a centralized and integrated approach to financial management, including budgeting, accounting, and cash flow management. Here are some ways in which Cloud-based ERP systems handle financial management:
  2. Budgeting: Cloud-based ERP systems provide businesses with the ability to create and manage budgets for different departments or projects. These budgets can be tracked in real-time, and any variances can be immediately identified and addressed. Budgeting can also be integrated with other modules such as procurement and inventory management to ensure that budgets are accurately reflected.
  3. Accounting: Cloud-based ERP systems provide businesses with a range of accounting features, including general ledger, accounts payable, accounts receivable, and fixed asset management. These features enable businesses to manage financial transactions, track expenses, and generate financial reports.
  4. Cash flow management: Cloud-based ERP systems provide businesses with tools to manage their cash flow effectively. They can track cash inflows and outflows, monitor account balances, and generate cash flow forecasts. This allows businesses to make informed decisions about spending and investments.

Common GP User Migration Concerns

Familiarity and comfort with the existing GP system: Customers may be hesitant to migrate from Microsoft GP because they have been using the system for a long time and are familiar with it.

We understand that you have been using Microsoft GP for a long time, and it has become an essential part of your business. However, we want to assure you that the new system offers advanced functionalities and improved security features that can enhance your business operations. We also offer comprehensive training and support to help you navigate the transition.

Customizations and integrations: Customers may have customized their GP system to meet their unique business needs, and migrating to a new system may require them to recreate those customizations or find new solutions.

We understand that customizations and integrations are crucial to your business processes. Our team of experts can help you identify the essential customizations and find solutions to recreate them in the new system. We can also offer guidance and expertise in integrating the new system with your existing systems.

Cost: Migrating to a new system can be expensive, and customers may be reluctant to incur those costs, especially if they are happy with their current system.

We understand that cost is a significant concern for you. However, we want to emphasize the potential cost savings in the long run by migrating to a new system. We can offer financing options or a phased approach to the migration to make the process more manageable.

Data migration: Customers may be concerned about the complexity and risk involved in migrating their data from Microsoft GP to a new system, especially if they have a large amount of data.

We understand that data migration can be a complex and risky process. Our team of experts has extensive experience in data migration and can provide guidance and support throughout the process. We also offer transparency around potential risks and mitigation strategies.

Time and resource constraints: Migrating to a new system can be time-consuming and resource-intensive, and customers may not have the bandwidth to undertake such a project.

We understand that migrating to a new system can be time-consuming and resource-intensive. We can offer assistance and support throughout the migration process to alleviate the burden on your resources. Additionally, we can provide a phased approach to the migration or a timeline for the process to manage expectations.

Training and learning curve: Customers may be concerned about the learning curve associated with migrating to a new system and the time it will take to train their employees to use the new system.

We understand that the learning curve associated with migrating to a new system can be daunting. Our team can provide comprehensive training and support to help you navigate the transition. We can also highlight the similarities between the two systems and focus on the benefits of the new system to make the learning process smoother.

Uncertainty about the new system: Customers may be hesitant to migrate to a new system because they are uncertain about how it will perform and whether it will meet their business needs.

We understand that uncertainty about a new system can be unsettling. We can offer a detailed demonstration of the new system’s capabilities and how it can meet your business needs. Additionally, we can provide a trial period or a phased approach to the migration to help alleviate concerns.

Industry-specific functionality: Some customers may be using Microsoft GP because it has industry-specific functionality that is not available in other systems, and they may not want to lose that functionality by migrating to a new system.

We understand that industry-specific functionality is essential to your business processes. We can work with you to identify what specific functionalities are necessary and find solutions to recreate or improve those functionalities in the new system. We can also highlight the benefits of the new system’s features and capabilities to help overcome objections.

Have Questions About Crestwood’s GP Migration Program?

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