City: Toronto
Province: Ontario

Provide a brief description of the Solution, Service Provided, or Initiative.

WebSan Solutions Inc. is a cloud Microsoft Dynamics certified partner and IT consulting and solutions provider that helps companies maximize their potential by increasing productivity in a cost-efficient manner.

 

 

Describe what makes this Solution, Service Provided, or Initiative original or innovative.

We are a Silver Enterprise Resource Planning Microsoft Partner and we offer our clients hosted automated business processes so they no longer have to worry about routine procedures. Therefore, our goal is for our clients to provide excellent customer service to their customers and grow their profitability in the long term.

 

 

Describe the improvement this Solution, Service Provided, or Initiative made to the customer’s sales or revenues. What changed?

Provide evidence of measurable improvements in sales, revenues, cost reduction, etc.

Our solution’s impact on customer’s sales and revenues can be confirmed by the customers themselves through several testimonials. Below you will find an example of a satisfied customer: The client is a leading retail financial services provider offering payday loans, cheque cashing and Western Union services. Due to the growth of the business and its existing 20 store locations, the The client finance team was spending 4 hours per day reconciling the bank account (1 for each store) and dealing with exceptions and discrepancies between the Point of Sale (POS) system, the bank and QuickBooks. WebSan was hired by The client to replace QuickBooks with Dynamics GP, along with implementing an electronic bank reconciliation tool which would aim to achieve an automated 90% matching rate for bank, Western Union and Interac transactions in GP with the existing Point of Sale system. WebSan custom developed an application within GP that actually has achieved 99.5% matching and has reduced the time that the finance team spends reconciling bank accounts down to a total of under 10 minutes per day. “The client has doubled the size of our business since working with WebSan on back-office systems. We are now over 40 store locations and have yet to add headcount in the Finance department related to bank functions. Without WebSan and their expertise with Dynamics GP and relentless focus on improving our business, we would never have been able to grow as efficiently as we have.” the client. WebSan is currently working with The client to expand the capabilities of Dynamics GP through SQL reporting services and further improvements to the bank reconciliation module.

 

 

Describe the improvement this Solution, Service Provided, or Initiative made to the customer’s efficiency. What changed?

Provide evidence of how customer efficiency was increased.

The following example of The client. and how WebSan managed to help improve their efficiency is indicative of our customer’s satisfaction: The client., a leading provider of Strategic Sales Training services to Clients throughout North America, was faced with numerous manual spreadsheets and reports to track project profitability and collect time and expenses. This led to extended month-end processing and duplication of work. WebSan implemented their Cloud Dynamics GP solution for Professional Services organizations, which included Dynamics GP Project Accounting linked to a web-based fully-integrated time and expense portal. The reporting available from Dynamics GP, combined with the 24/7 uptime availability of Dynamics GP and the portal, has transformed Fusion’s back-office into a streamlined machine! Information is readily available, with instant drill-down capabilities into Project Profitability. The Time and Expense portal’s simple-to-use-interface ensures that all employees track their time and expenses accurately and management isn’t wasting time “chasing” the project managers for reports. 

How did this Solution, Service provided, or Initiative improve the customer’s ability to serve its internal and/or external clients?

Provide evidence of the improvement.

We helped a nationally recognized grocery chain which needed a rapidly deployed Cloud Dynamics GP solution, integrated to an online Point of Sale retail system for a new start-up division. We setup and deployed the Cloud Dynamics GP solution in under 3 weeks and successfully created a simple integration to the Client’s POS system. The integration seamlessly handles thousands of transactions a week with minimal human intervention. Here is what our customer has to say about this project: “I have received great service from professional people who know what they are talking about. WebSan is always there when we need them and has been a great partner to our growing company.” – the client

 

 

In what ways does this Solution or Service Provided go above and beyond industry norms and expectations?

We offer our clients extensive training on how to use our software effectively. We provide lifetime support to our customers and we take into consideration all of their concerns, in an effort to constantly improve our software and meet our customer’s needs.

 

 

How does this solution further your customer’s green or environmentally friendly plans?

We are offering an online (SaaS) hosted-enterprise business software solution to our customers so they do not have to maintain a separate server to run our software. The only thing they need is an internet connection. Thus, they can reduce their energy costs, minimize their environmental impact and ultimately add sustainable value to their company.

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