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Welcome everyone to another episode of Dynamics Corner, the podcast where we dive deep into all things Microsoft Dynamics.
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Whether you're a seasoned expert or just starting your journey into the world of Dynamics 365, this is your place to gain insights, learn new tricks and how to find a key partner for your implementation.
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I'm your co-host, chris.
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And this is Brad.
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This episode is recorded on September 16th 2024.
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Chris, chris, chris, key partner, it's important.
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Today we had the opportunity to talk about you know something I learned what is a rescue?
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Did you know what a rescue was?
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We also learned about tips and tricks for finding that key partner and things to look out for to have a successful implementation.
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With us today, we had the opportunity to speak with Terry Murillo and Matt Keys of Key Partner Solutions.
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Hey, matt, how are you doing?
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Hi, good, how are you?
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Very well, very well.
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Thank you for taking the time to speak with us.
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I'm super excited, super energized, not only to speak with the two of you, but I just came back from days of knowledge, america, and that was an amazing event yeah, ariel went, I can't.
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We're going to meet with him.
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I can't wait to get the download it.
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It was a smaller conference due to it being the first time I think I think anything for whatever reason, but I that does not take away from the content that was presented, just the sessions and the whole conference.
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It was short, it was a two-day conference, but it was packed full of information.
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I learned a lot just from being there in a couple days and I'm looking forward to next year as well.
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Yeah.
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I attended the co-pilot meeting this morning and even I wish that I'd like there was a lot of information in 30 minutes on updates they've made to co-pilot.
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So I'm guessing that you had a lot of that at the session.
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I stayed away from the co-pilot session.
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Co-pilot was mentioned in a few of the sessions but I didn't go to any of the co-pilot specific sessions.
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It was tough because they had a lot of rich content but they.
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You know it's like any other conference.
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When you have simultaneous sessions it gets a little difficult to choose which one do I want to go to or which one do I think I will get the most.
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You know which one will provide the most value to me based upon what I'm looking to do with.
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You know my journey forward with Business Central and product.
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It was great that this one was 100% Business Central.
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So some of the other conferences you have the multiple tracks which, again, every conference is different and every conference has, you know, different audiences.
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But with it being all Business Central it was a little more intimate because everybody there was focused on it.
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Nice.
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Yeah, it's good.
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That's what we need.
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We need more of those.
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I think so too.
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I mean, I think some of the stuff crosses over again, but it was important.
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But anyway, enough of that.
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I'm sorry.
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I'm all excited and energized this morning talking about it.
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Don, all excited and energized this morning talking about it.
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But before we jump into the conversation, boy that I would geez, I don't even know what I was going to say.
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See, I'm still so hung up on the conference.
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Before we jump into the conversation, if you'd let everybody know a little bit about yourself, for those that might not know of you, matt.
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Sure, I'm Matt Keys.
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My background is software engineering, software architecture development and so forth.
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I come originally from a background of C and C++ and I moved into NET when that first came around in around the year 2000 or so.
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And then I'd worked with ERP systems predominantly JD Edwards and SAP and knew I wanted to continue down that road at a certain point, and so I made the transition over actually to NAV in 2005 when I had the opportunity to work for a partner in an ISV and had a lot of great experience there.
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And it was funny, coming from a world that's kind of hardcore software development into a world that's more, you know you're straddling the fence of business and business requirements and software, you know, being able to handle the technical end of it, and that kind of had always been my interest was to be more interactive with users and clients and be able to bridge that gap between business and software.
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So I went from there, you know, being a software architect, to going to get my MBA degree once I, you know, moved into the nav world so I could be more, you know, informed, I can speak more intelligently to users, especially, you know, the last 14 years now and met Terry along the way and she and I have done a lot of projects together, put together some pretty neat products for some partners and so forth along the way, and then ended up forming Key Partner Solutions, realizing that you know, hey, we know a lot of really talented resources and we keep having clients refer to us and coming our way, and so we decided to open our own partner practice.
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And you know, a few years ago Key Partner Solutions started and we've really kind of really put a lot of effort and energy behind it, and this year it's really starting to bloom.
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And so here we are today.
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Excellent Congratulations.
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It's a great journey.
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I have several questions for you based upon a lot that you had said, but before we jump into that, Terry, would you mind telling us a little bit about yourself?
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Sure, I've actually been doing consulting in the dynamics world for about 15 years and, as Matt said, the first company that we were at together, matt and I ended up working on a few projects and created some cool products.
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I come from the customer side of the industry.
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Probably about 10 years before that, I had implemented numerous ERP systems for different startup companies, including a custom one using FileMaker.
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That was interesting.
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In the biotech industry, I used SAP, used a number of them and then the last client that I was working for, we did a very large, complex project using NuVision 4.0, I think.
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But I had this crazy idea that we could integrate 30 retail locations and a very busy website real time with NuVision, and we were able to accomplish it by finding a partner that was willing to work with me and kind of follow down this crazy idea, and we ended up winning a pinnacle award for it this year.
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So that's where I kind of got the bug for being a consultant, because I just wanted to do new projects all the time.
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That was, you know when the project got done.
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Do new projects all the time that was, you know when, when the project got done, I got bored.
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So, um, I decided to just do new projects all the time.
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So, uh, I've been doing that, like I said, for about 15 years.
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I've worked for a number of partners small partners, big partners, um, but, as Matt said, you know, the industry is going in a certain direction and Matt and I have done a lot of what we call rescue projects, where we've rescued projects from other bars, and so we decided that we just wanted to create a company that was kind of all A consultants, a people, developers and consultants to work on projects, and it's allowed us to do, I think, some pretty cool projects and be pretty creative and innovative.
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So, yeah, it's been great.
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That's wonderful.
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You have added to my list of things that I want to talk about.
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Hopefully, my brain can keep them all organized.
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I tried to write some of the information down, but you both shared a lot of information, but a lot of.
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There's a lot of changes, I think, happening in the, as you had mentioned, in the business central world or the business central community, with the application, with the application being an online application, with there being waves released twice a year and then monthly updates in between, those features being rolled out.
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The rate of advancement or enhancement to the application is picked up, which is adding to make sure that it's a super feature-rich application that can solve and be something most business types, if not all business types, can get something out of it.
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And, one of the things you both had mentioned, you've been working with the application for quite a time, chris.
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Am I supposed to say a decade and a half or 15 years?
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Is that okay?
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You can say almost two decades.
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Sounds good, almost two decades.
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Okay, see, so I'm learning now how to reference time, because Chris had told me in an episode or two before that I have to start saying over two decades because I can't just say whatever the number is.
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He said it doesn't sound.
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So, since you both have been working with the application for close to two decades and have seen a lot of the changes in the evolution of the application, and how have you been adapting to the application and what do you do to adapt to keep up with those changes, as we call ourselves dinosaurs or oldies, chris, are they dinosaurs or no?
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Is that the 20-year mark?
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That's a dinosaur.
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Close.
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I think, working on Navision, you know, I think that would.
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I think that would put you in the dinosaur age.
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I think if you started in Nav to BC category for sure Done all the different versions.
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So, how?
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What are your thoughts on the adaptation or how to stay current?
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And, matt, you do have some key points that I wanted to jump into.
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But I first wanted to jump in and get your take with what you see with the product changing with the evolution of the product and how it has changed over the years, how we you know someone that's been working with it for a while could keep up with it.
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Yeah, I think the.
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So you know, I'm a big proponent of leveraging the strengths of applications, not trying to reinvent the wheel and so forth, avoiding pigeonholing through customizations.
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You know those kinds of things.
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You know, and way back in the NET days, like I said, I remember when web services first came out and it was like a light bulb in my head went off and fast forward to today.
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Well, actually, even through that, you know, I've worked where we've built some what they used to call service-oriented architectures and you know where you can integrate different applications, like I said, while leveraging their strengths.
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Like I said, while leveraging their strengths.
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So you know, fast forward to today.
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Microsoft has really provided a really powerful tool, with the Power Platform and the Dataverse being a central store of data and being able to put all these applications together.
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So you can take something like a CRM product, like D365 Sales really, you know, weigh in on its strengths, but still have a very robust accounting system in Business Central, and you know and we've seen.
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You know weigh in on its strengths, but still have a very robust accounting system in Business Central.
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And you know and we've seen.
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You know there's other tools project operations or field service, some other things that you know you can really, you know, be able to plug together.
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So that's, on the one hand, is kind of keeping up with those technologies, because I'm very excited about that these days, but keeping up with, you know, what's available on the Power Platform through Power Apps and Power BI and Power Pages, now all these new cool features, but also, just on the BC side, really staying abreast through what partners are saying, what users are saying, through channels like Viva Engage used to be Yammer, I guess, but, you know, keeping up with those conversations, looking at what people are saying on LinkedIn, you know, seeing, reading all the release notes, each, you know, each go-round, like you said, twice a year, you know and seeing what's coming down the pipe in the direction that Microsoft is going.
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And that's, you know, as a partner, that's critical to our success and we really try to stay engaged with the community and, you know, stay abreast of those things.
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Certainly, and with a background, both as a user you know Terry has a user perspective and a good technical background as well and myself, you know, following suit, seeing these changes and kind of being able to read, you know, how can these best apply for our clients.
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So we can really, you know, embed ourselves as a software partner.
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It's hard.
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It's hard for companies to stay, you know, in step with all these things going on, because they've got 10 million other things going.
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You know they're having to handle every day, and so it's, but it's exciting work, it's.
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You know.
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I'm really excited about the way technology is going, and though we are dinosaurs, yes, I think that kind of background is important, because you know everything from writing, you know performing code in VC, to understanding what are the pitfalls if we go down this route versus that route with the application or with a set of customizations, or you know those kinds of things application or with a set of customizations or you know those kinds of things.
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You hit on some points with that, and you had mentioned earlier in the conversation about being able to bridge the gap between business and technology.
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There's always, in my opinion, been a void there.
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You often have individuals that are extremely talented, that understand technology really, really well, and then you have also those individuals that understand business really, really well, and then you have also those individuals that understand business really well what it takes to run and manage a successful business and sometimes, just like countries have different languages and it may be difficult to speak, I think those two business sectors may not always be able to speak and understand each other because they look at things differently.
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It's almost like a different vocabulary, a different language to use, and I have always said from my experience that is a critical role to have as somebody who can have a foot in both camps, to be able to take somebody's business knowledge and translate it over to somebody technical, to help them come up with an architecture solution and, vice versa, them come up with an architected solution and vice versa.
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It's an extremely valuable skill to have to be able to understand both of those and become almost, in essence, I call it a translator.
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And gosh, you have so much that I wanted to mention on I totally agree with that, brad, because that's where that's kind of you hit the nail on the head of why we started this business.
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Because the industry as a whole, a lot of the larger companies, are going towards less experienced consultants where they teach them the product.
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But, as you said and as we all know, that's only half of the success of a project.
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You really have to have a good understanding of the business requirements and what the business needs and a good understanding of the business requirements and what the business needs.
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And that's part of the reason why Matt and I have done so many rescue projects over the years and currently is because you have someone implement that doesn't understand that.
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They don't understand the business requirements and the needs.
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So the project goes live and the customers are still not able to meet what their daily business requirements are.
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So you really have to have that combination of the business knowledge and the technical knowledge and keep up with all of the current Microsoft availabilities and changes to know how to use the system in the best way to meet the client's needs business requirements.
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That is a very common pitfalls you perfectly well put.
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There's always a translation component that it doesn't get translated really well, and what happens is that you typically don't see some of those issues until later in the project, and it's detrimental at that point.
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So, and on top of that, you have all these new products and tools that integrates with Business Central that you know.
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Some of those consultants, some of the consultants don't have any information about Right and so they're kind of stuck where you know Business Central.
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We need to modify all of this.
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When in reality, there's AppSource there's now Power Platform, power Automate, business central we need to modify all of this.
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When in reality, there's app source, there's now power platform, power automate, for example, that can accommodate that.
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So I think that's a big challenge there, because even to this day, there's still confusion of what those tools can do for a business.
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Well, and I think there's been an instrumental change because the you know an instrumental change because the you know the industry itself from the consulting perspective.
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You know those of us that are dinosaurs, so to speak.
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You know, in Navision.
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Part of the advantage in Navision was that you could customize the bejesus out of it to do whatever you wanted.
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And that's what we did Customizations, customizations, customizations and then, as things have gone on and the product has changed, really you have to change the mentality of getting away from some of those complex customizations into using more standard business process in BC, using more ISVs.
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But really, to me, what our success has been in the last years is adapting to the power platform, and the power platform to me is like the answer to doing really complicated projects in BC and, I'll be very honest, using a combination of the power platforms and BC.
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I don't see any project that we can't do in BC, that you could do in F&O.
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It really has changed the game considerably with the benefit of the power platform and the dataverse and putting all the pieces together.
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So, making that change and looking at the adaptability of now, you've created this puzzle picture of having CE and the Power Platform and BC.
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All together, you can basically now solve any situation that a company is dealing with with the combination of products.
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Go ahead, Brad the combination of products that uh go ahead, brad.
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No, the you you talked about.
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Excuse, you talk about so much that I want to kind of take this journey, you know, want to go back to being what we call the dinosaur, what, what?
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Sometimes we get in in cases such as yours and Matt's and many other uh strong, uh users of the application, both from the customer point of view and on the partner point of view.
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Sometimes that experience and working both as an end user and a customer gives you that business experience to understand some things how they work and how you could work with it in Business Central, even with the new features.
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And you also talked about how early on in the application everyone used to make a lot of modifications, because, you know, I often found a lot of times people made modifications because they didn't understand the application, because even early on it was feature rich and if somebody didn't understand how a process worked, they would make a modification or a customization because it was just easier or faster, they thought, than learning it.
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And some of that I attribute to maybe the newness of it being here in the United States I'm talking about primarily from my experience in the US implementations and also there wasn't a lot of information necessarily available.
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I mean the manuals, the guides and everything that they had.
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You know, this is almost before the internet wasn't so readily available and with that the BC development and the what's the difference between, like an AL developer and a business central developer right.
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Yeah.
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And an AL developer I mean someone who can develop, but a business central developer is someone who understands the application and the implications of the modifications that we're making.
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And I think a big change that we're still seeing a lot of issues within the industry, a lot of.
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We see a lot of clients that, whether in the process of going live or go live, and then they hire a developer without having a solution architect or a consultant, and a developer who doesn't know the product as well or doesn't know the process as well will almost always develop customizations and frequently those customizations are number one, not necessary and, number two, don't work in the whole scheme of things in the optimal way that BC is intended to work.
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So we see a lot of that going on currently in the industry.
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Yeah, you do need that.
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You do need that.
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If a developer can't understand business process, you should have at least a consultant involved within that conversation.
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You know, I think you had mentioned where we just developed.
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You know, right away, back in the day, and sometimes you don't have a consultant in between.
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I think with Power Platform that you mentioned, majority of the things you guys are doing now it's you know how, back in back.
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Then where you say what can it be done in business?
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And now we're business central.
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If not, is there add-on?
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If there's no add-on, you develop.
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Right now you have an additional layer in between isv or even from out of the box to development, and that's power automate or power platform in this case.
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So you know you, can you be done out of business central, out of the box?
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If not, can can you use Power Automate or can you use ISV and then you do develop.
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So instead of that three-layer tier, now it's like four layers.
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Now you have an additional option.
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Right and I really see that as being.
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I actually now lovingly refer to it as a company's secret sauce.
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So to me the Power Platform is where you introduce whatever their secret sauce is.
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You know, maybe 90% of what a company does is standard business process, but then every company has that little bit that's just a little bit different, that makes them special or successful.
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And that's what we use the Power Platform for, creating Power Apps that, whether they're collecting information in the field or they have a special process that goes on in their sales.
00:22:53.943 --> 00:23:06.601
Because the beauty to me of the Power Platform is everybody kind of still wants to segment things like I'm working in CE or I'm working in BC and really that's kind of gone.
00:23:06.601 --> 00:23:15.643
Now People need to let go of that delineation because the power platform really ties it all together.
00:23:15.643 --> 00:23:35.650
If you're doing a custom sales process where you have to put in a number of different parameters and end up with an estimate or something else that's unique to your sales process or your production process, that's where the PowerApps come in and you can create that unique picture for the client.
00:23:35.650 --> 00:23:40.880
And the client it's really from the client perspective, it's all one system, you know.
00:23:40.880 --> 00:23:47.834
So the information gets entered into CE, it transmits to the Power Platform and to BC.
00:23:47.834 --> 00:23:52.632
The client doesn't really see the difference or the differentiation.
00:23:52.632 --> 00:24:02.066
They're just each working in their own roles, creating the specific information that they need for their company, and it's all coming together.
00:24:02.066 --> 00:24:03.931
You know, usually in the dataverse.
00:24:21.327 --> 00:24:23.832
And it's all coming together.
00:24:23.832 --> 00:24:24.692
You know where to go with this.
00:24:24.692 --> 00:24:27.162
The implementations, I mean.
00:24:27.162 --> 00:24:47.865
It becomes a matter of architecting a solution, like you said, and this is where it comes back to, like a BC developer versus an AL developer, or having that architect or somebody in there that understands how you can piece all of this together, Because the whole ecosystem is a matter of coming up with the proper solution, not necessarily saying you have to stay within BC.
00:24:47.865 --> 00:24:53.025
It's a matter of let's use a hammer to bang a nail, not a screwdriver, and vice versa.
00:24:53.025 --> 00:25:02.443
So let's you know, ultimately you still can do the job, but it's a little more painful if you don't have the right tool or it could be a little more time consuming and costly.
00:25:02.443 --> 00:25:05.372
So it is important to have that.
00:25:06.981 --> 00:25:10.612
And with those, I do want to talk about the Power Platform.
00:25:10.612 --> 00:25:12.626
But some things that you had mentioned.
00:25:12.626 --> 00:25:28.028
As far as implementations are concerned, and with me, the Business Central application, I think is extremely robust and powerful and we'll talk about that thought in a moment.
00:25:28.028 --> 00:25:33.925
But you mentioned you deal with a lot of rescues, right, and I think sometimes that you have the rescues.
00:25:33.925 --> 00:25:36.351
It's a result of an implementation.
00:25:36.351 --> 00:25:37.513
What is a rescue?
00:25:37.513 --> 00:25:40.324
What you mean by that, when you call it a rescue.
00:25:40.964 --> 00:25:57.664
So rescue means that either a project was started with another bar and never came to a successful go live, or they did have a go live I won't say successful, but they had to go live and then post go live.
00:25:57.664 --> 00:26:03.122
The client is still not able to get the information or the processes that they need.
00:26:03.122 --> 00:26:18.653
So we actually have three rescues right now and in one of them the client, post-go-live, continued to use QuickBooks for their financial information because they didn't have things set up in BC correctly to be able to use it.
00:26:18.653 --> 00:26:27.039
So they were partially in BC, partially in QuickBooks and not able to move forward successfully.
00:26:27.039 --> 00:26:34.253
So yeah, it can be pre-go-live or post-go-live, but always traumatic for the client.
00:26:34.980 --> 00:26:39.352
They've got that you know bruised situation going on.
00:26:39.352 --> 00:26:41.909
They've spent a lot of money that didn't get them anywhere.
00:26:41.909 --> 00:26:44.064
So it's a little bit.
00:26:44.064 --> 00:26:55.907
You have to, number one, be able to give them confidence again that this is the right solution for them and that you can make it work, you know, and then also they're frustrated.
00:26:55.907 --> 00:27:11.532
So it is definitely a little bit of a tricky situation of going in determining what went wrong, where they need to go going forward and how you can resolve their problems for them.
00:27:11.532 --> 00:27:18.652
And frequently the hard part is, if they're live, you can't do everything at once because they're live right.
00:27:18.652 --> 00:27:38.256
So you're just kind of taking them a piece at a time and trying to clean it up clean up their finances, get the data out of QuickBooks into BC so that they continue in one system, and then work your way down the step ladder of improving the rest of the processes.
00:27:38.256 --> 00:27:39.396
It's tricky.
00:27:40.221 --> 00:27:43.827
That's like Lego pieces, right, like when I build something with my son.
00:27:43.827 --> 00:27:49.911
He does a wonderful job now he's doing really good, but sometimes there's pieces that maybe they weren't there.
00:27:49.911 --> 00:28:19.784
It still sort of works, but maybe the arm doesn't move, and so for you to do that, unfortunately you have to take some pieces apart, not entirely just to correct those, and that's how I kind of been seeing it, but that is a tricky, tricky situation when you're doing a lot of those rescues yeah yeah, I can see it being delicate because someone's typically under duress and and they may have lack of confidence in the application, which hurts me physically.
00:28:19.864 --> 00:28:27.865
Every time I hear somebody dissatisfied with business central if there are any um, and also, as you said, they have to build the confidence to come back.
00:28:28.006 --> 00:28:45.969
And it's not a testament to the application, it just goes with the implementation and it comes down to I think Chris, we talked about this before where Business Central is such a strong application, it can sell itself and it almost comes down to somebody choosing the right partner.
00:28:45.969 --> 00:28:53.951
Right, they have the application, they know the application can support their business, but the outcome of that is going to be whomever they partner with.
00:28:53.951 --> 00:28:58.900
When I say whomever they partner with it can, it doesn't necessarily have to be a, you know, a specific partner.
00:28:58.900 --> 00:29:04.673
It can be any agency or person that understands the application and can work with them through it.
00:29:04.673 --> 00:29:12.051
You said you mentioned you're working on several discoveries and you've been working primarily on discoveries in the past.
00:29:12.051 --> 00:29:19.412
What are some of the major pitfalls you see on some of these implementations?
00:29:19.412 --> 00:29:34.970
So, if somebody is working through a business central implementation, can you provide any insights on things to look out for or ensure that they pay attention to, to help minimize the risk that they will be in the position to need what you call is a rescue.
00:29:36.472 --> 00:29:47.626
I think one of the hardest, biggest mistakes that people make in the beginning is that they don't want to do, they don't want to pay for an extensive discovery.
00:29:47.626 --> 00:30:00.576
And frequently when you're working with a company that has a sales team, the sales team might minimize that in order to reduce the project cost, to get the project.
00:30:00.576 --> 00:30:19.483
And if you don't do an extensive discovery at the beginning of the project, you are very likely going to have problems as you go along because you haven't really discovered all of the needs of the customer, all of the needs of their business.
00:30:19.483 --> 00:30:26.163
We recently kind of stepped in on one project where another company had done the discovery.
00:30:26.163 --> 00:30:28.786
They didn't want to pay for the discovery again.
00:30:28.786 --> 00:30:34.815
So we tried to use the results of the discovery of the previous partner and ended up.
00:30:34.815 --> 00:30:44.946
It was not a good thing because they probably missed Saying 50% of the details would be kind.
00:30:44.946 --> 00:30:56.942
But what that ends up happening is that you do a bid based on the information that you have and then you immediately start having out of scope, out of scope, out of scope.
00:30:56.942 --> 00:31:15.051
So I really feel like if customers recognized that doing a detailed discovery up front actually saves you a lot of money in the end, because you're not redoing things, you're not having nearly as much out of scope added to your project.
00:31:15.051 --> 00:31:19.852
So that is really one of the biggest things is doing an appropriate end-to-end discovery.
00:31:21.599 --> 00:31:38.550
And even I think I would say the other thing is and not just trying to benefit myself here but I think the role of the solution architect in a project is really important and I think a lot of companies also don't recognize that.
00:31:39.000 --> 00:31:57.373
But you have to have a person whatever you want to call that person that sees the full project end to end, that sees the full project end to end, like if you have the sales department comes in and they go okay, this consultant is going to work on manufacturing, this consultant is going to work on sales, this consultant is going to work on finance.
00:31:57.373 --> 00:32:09.347
You are almost always going to end up in a difficult situation Because somebody who's setting something up on the warehouse side or the manufacturing side is not thinking about how it all rolls up to finance.