Government

Questica Budget integration with Microsoft Dynamics GP

“The integrated approach of Questica Budget is much better than having to deal with two systems. Users don’t need to have Questica Budget open in one screen, and Great Plains open in a second screen. Upload and download are seamless and aren’t noticeable to users.”

Ric Irwin, Senior Finance Officer, Town of Canmore

About Dynamics GP

Microsoft Dynamics Great Plains (GP) is a great financial system, but users quickly realize that it lacks essential budgeting and forecasting functionality. Integrating with a best of breed budgeting application is the answer, but it can come with risk and uncertainty, such as lack of knowledgeable resources to deal with the integration and two systems not built to integrate properly, leaving connectivity gaps in integration. This can result in missing data, human data entry errors and limited or unreliable reporting capabilities.

 

Questica has been providing uninterrupted Dynamics GP integrations and support to our customers for over 10 years – a record unmatched in the industry. With more than a quarter of our customers using Dynamics GP with Questica Budget (more than any other financial system), we have the experience and knowledge to deliver a seamless integration.

 

Experience and Knowledge

More than 25% of Questica’s customers are Dynamics GP users

Financial System

Microsoft Dynamics GP

Business Need

Integrating a best of breed budgeting application with Dynamics GP, without any connectivity gaps.

Questica Budget Suite

Questica Budget integrates seamlessly with Dynamics GP to provide immediate benefit to the customer.

Business Benefits

  • Proven Integration Process
  • Automated Data Exchange
  • Sophisticated Salary and Benefit Budgeting
  • Data Integrity
  • Greater Variance Reporting Capabilities
  • Ownership by Department

The Benefits of Integrating Questica Budget and Dynamics GP

The strength of integration

Questica Budget and Dynamics GP are built on the same Microsoft technologies and are upgrade-proof, ensuring features and functionality remain intact when one or both systems are upgraded. Questica Budget has evolved over the years in response to changes within Dynamics GP, as well as the needs of our customers. The result is a tightly integrated best of breed product that provides many immediate benefits to our customers.

 

As a long-standing Microsoft Gold partner, Questica has advanced access to new versions and a direct line to Microsoft developer support. Our customers benefit from this relationship by receiving top of the line, technologically advanced solutions that fit seamlessly into their software environment.

 

Questica has also built a strong business partnership with Diamond Municipal Solutions, a Dynamics GP reseller and implementer. With an extensive list of successful Dynamics GP Integrations over the past decade which includes: Town of Banff, Town of Beaumont, Town of Canmore, Town of Sidney and Town of Southampton, Questica has developed a thorough understanding of the requirements of a Dynamics GP integration.

 

Proven integration process

Questica has a process that has been refined over 10+ years of experience that allows for a quick and painless integration to your Great Plains system. It includes a process framework guideline (Master Implementation Document) that establishes the roadmap for the integration and relieves much of the uncertainty common to integrations. Everyone understands how the integration will work, and what their role and responsibilities will be.

 

Automated data exchange

In addition to automated data exchange, Questica Budget allows any data to be imported or exported to Excel using our Import/Export tool. The process and the tool, in combination, allow you to map the appropriate data exchange between systems (Chart of Accounts, Custom Data Fields, etc.). The integration, once configured, provides a seamless dataflow between Questica Budget and Dynamics GP that can be automated to run on a nightly basis. We also provide an “on-demand” option, which allows you to run the integration whenever you feel the need to update the systems. Users always have access to the latest budget data and version control is guaranteed. The upload is secure and any problems encountered during the execution of the integration are written to an Exception Report, notifying users of any data issues that need to be addressed.

 

Once budgets are developed, Questica Budget pushes the approved or amended budget data back into Great Plains. This is handled on demand using a staging area in Questica Budget, to ensure only approved data is entering the Dynamics GP system.

 

Sophisticated salary and benefit budgeting

HR data can also be integrated from other systems to form the foundation of salary and benefit forecasts. Being able to access all this data in a sophisticated budgeting system provides a greater level of understanding in the largest component of any operating budget.

 

Data integrity

Duplication of data is no longer a risk, as no one is required to retype a budget that was created in another system. Links between associated budget data aren’t accidentally removed, ensuring that updates made are appropriately updated throughout associated fields.

 

Greater variance reporting capabilities

Great Plain variance reports are limited, but by bringing encumbered costs into Questica Budget, users now can feed that data into many more reports, on a budget and project basis. Additional reports can be created using our ad-hoc report design tool. By providing users with this ‘self-service’ reporting environment that is always accessing current budget actuals, the need for on-demand reports from the Finance office is eliminated.

 

Ownership by departments

Integration also promotes ownership by department managers, as they now have access to more practical data and can do more of the day to day work required in managing their budgets.

 

 

A selection of Questica Budget’s Dynamics  GP integrations

 

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