The Frostburg State University Foundation approached Gross Mendelsohn when they considered switching from Microsoft Dynamics GP to another ERP system.
It turns out that the foundation didn’t need a new accounting system. They needed training and reporting to get the right information out of the system.
After meeting with the foundation’s staff, we learned that their finance department was struggling with reporting in Dynamics GP. The foundation was manually calculating information and keying information into Dynamics GP that could have been imported.
Michael Marinaro of the Technology Solutions Group designed Excel pivot table reports that automatically refresh off the organization’s Microsoft Dynamics GP database, allowing them to easily create the fund reports they need. Our team also created integrations to eliminate manual rekeying of journal entries.
According to Janelle Moffett, director of administration and finance at The Frostburg State University Foundation:
“Our organization worked with Microsoft Dynamics GP for ten years before finding Gross Mendelsohn’s Technology Solutions Group. We thought the accounting software was not a good fit for us. Then we met Gross Mendelsohn and discovered that our prior GP consultant was the problem — not GP.
Michael Marinaro and Sharon Paul from the firm’s Technology Solutions Group came in and trained us exactly how to do what we needed to do with GP. As the foundation’s number of funds and vendors increased, it became more critical for the accounting system to give us a streamlined way to manage everything.
Michael created many custom reports for us. These reports are tremendous and save us a lot of time while increasing accuracy. He proactively shared his ideas and expertise with us, making suggestions for reports that we didn’t think of.
I love knowing that Gross Mendelsohn’s Technology Solutions Group is ‘on call’ when we need them. Since they’ve gotten us on the right track with GP and shown us how to extract exactly the information we need from the system, we’re so much better off. It felt like Christmas at work when they showed me what I could do in GP. And on top of it all, they came in under budget!”
As a result of the custom reports and training, the foundation kept Microsoft Dynamics GP and saved the tens of thousands of dollars that a new accounting system would have cost.