Overview

Software for Movers with Solutions Tailored for Your Business

The successful implementation of an enterprise-level moving and storage software solution requires a solid understanding by all parties of your business's objectives and existing processes. We have found that the most effective way to achieve this level of understanding is to establish channels of communication that foster the free and accurate flow of information through a structured process called the Joint Application Development (JAD).

The Mover's Suite Software JAD is a combination of highly targeted questionnaires and regularly scheduled meetings where we work closely with your Financial and Management team to drive-out the financial controls and reporting requirements you need to run and grow your moving and storage enterprise. Prior to making any recommendations, our consulting team of ex-industry executives and in-house accountants guide you and your Expert-User team through analysis to the development of solutions that will work for your company.

To keep all parties focused, informed and on schedule, Mover's Suite Software utilizes three distinct JADs during the implementation of its moving software: Move Management Services, Accounting and Financial Services and Microsoft Dynamics Great Plains®.

Joint Application Development

Move Management Services (MMS)

Typically the first of the JADs to be conducted, Move Management Services (MMS) becomes the cornerstone of the implementation and subsequent JADs. During the MMS JAD your Product Consultant will work with your Expert-Users to analyze your lines of business and determine the best way to structure Mover's Suite to create an efficient workflow throughout your company. This analysis covers critical aspects of the business to include sales, customer service, operations and local and long distance dispatch.

By creating a solid foundation in these areas, the Mover's Suite Software application provides a core of efficiency that all of your departments can build upon.

Accounting and Financial Services (AFS)

Utilizing the knowledge and solutions gained from MMS, the Accounting and Financial Services (AFS) JAD concentrates primarily on revenue processing and payment management. Through this exercise an order's revenue and related direct expenses including the commission and rate plan structures and third party management will be reviewed and thoroughly examined by your Product Consultant, the Mover's Suite Software in-house accounting professionals and your Expert-Users.

This close collaboration on existing processes and in-depth discussions concerning proven Financial Guidelines and Best Practices will result in better business controls for your company and a process whereby an order will flow through the revenue department to the accounting department in a highly efficient and reliable manner.

Microsoft Dynamics Great Plains® (GP)

While handled as a separate JAD, the Microsoft Dynamics Great Plains® (GP) is broken into four distinct sections which are conducted concurrently with the MMS and AFS JADs. Though each JAD is equally important, the GP is where all the effort spent and processes created are culminated to provide you and your management team with a highly powerful tool to analyze your business's position and plan its growth.

These four sections are:

1. Customer/Vendors – In this section we will work with your Expert-Users to develop a common schema for the naming and numbering of your Vendors & Customers in the new system and review how Classes in Microsoft Dynamics GP® are used for selecting report ranges, AR statements & AP check runs. In addition, we will review customer statement cycles, AP check frequencies, and discuss the information and format needed to create import files to bring your existing Customers & Vendors into the new system.
2. Chart of Accounts (COA) – In this section our accounting professionals will work with your financial and management team to create a matrix of company, branch, authority, move type, commodity, service group, and service codes which becomes the blueprint for a new and highly flexible chart of accounts to be used in Microsoft Dynamics GP®. During the COA meetings we will jointly make determinations about your GL account structure and discuss the impact of those decisions in relation to reporting and getting to the granular level of information you desire.
3. Microsoft Dynamics GP® Setup – During this section we will work with your Expert-Users to install and set up Microsoft Dynamics GP® and any additional modules that may have been purchased. This process will cover users, security, checkbooks, intercompany transactions, driver and sales commission statements, Comdata, the AP check form and will include a discussion of the AP, AR and GL transaction and balance imports. Additionally, a cutoff date for your current accounting system will be established and agreed upon.
4. Reporting – In this section we will work with your financial and management team to develop a menu of financial reports that can be quickly and consistently accessed through the Microsoft Dynamics GP® financial reporting tool – FRx.