Wintergreen Learning Materials: Optimizing Reporting in Dynamics GP
Wintergreen Learning Materials’ Background
For over 35 years, Wintergreen Learning Materials has provided Canada and beyond with quality educational materials and product. With a warehouse to manage, at least 850 orders flowing through Microsoft Dynamics GP per week, and a dedicated sales staff in need of reports, Wintergreen searched for an intuitive, end-user tool for their team to use for reporting.
After utilizing SmartList and finding that it was too slow for their users and needed to be more intuitive, Wintergreen searched the web for a solution. They quickly located SmartView from eOne Solutions and were able to see a demo video on demand. “After watching the video, that was pretty much it. I knew SmartView would help us off the bat” commented Wayne Murphy, Manager, IT Services, at Wintergreen. “My consulting team installed SmartView and we quickly gave access to our users.”
The Solution
The team at Wintergreen found SmartView easy to use. “The users especially liked the fact that they could now easily identify the available fields to add as columns in the SmartList. Just that feature alone has cut down my requests for SmartList changes from 3 requests per week to 1 request every three weeks.”
“We are using SmartView to look at every SmartList we need. From Purchase Order lists to inventory management, to absolutely every list in Sales, it’s all seen in SmartView.”
Benefits
Murphy shared his excitement around SmartView “it is user intuitive – everyone got it right away. That saved me time on training, and again, in having to create the lists for them.” Continuing, Murphy shared “I would absolutely recommend this product to anyone who’s considering it. It’s really a no-brainer for GP users.”
After watching the demo video, that was pretty much it. I knew SmartView would help us right off the bat.
Wayne Murphy, Manager, IT Services at Wintergreen Learning Materials