CIO Bulletin
Microsoft classifies the SMB and Mid-Market as companies under $1billion in sales, with Large Enteprise customers having annual revenue over $1billion. This SMB and Mid-Market segement is often referred to as the Small and Mid-Market, or SMB, or even the Small Business segement, however there is nothing small about it when it comes to Business Applications including ERP (Enterprise Resource Planning) and CRM (Customer Relationship Manamgent). Excluding SOHO businesses and businesses under $10 Million in annual sales, these Small and Mid-Market organizations face many of the same issus seen in large entrprise corporations, however they lack the same budgets and resources.
Within the Microsoft Dynamics 365 product line of business applicaitons, there are a number of highly sophisticated ERP-CRM business solutions that are relied on day to day by companies in the $10 Million to $500++ Million range. Such organizations are able to use the latest in cloud business applications to manage their financials, automate key business processess, and deliver customer experiences that help them rival and even exceed the capabilities of their larger enterprise competitors.
Endeavour Solutions is a leading Gold certified Microsoft Partner and business consulting firm dedicated to delivering ERP-CRM and cloud solutions to clients in the Small and Midmarket. Such solutions leverage the highly integrated nature of the Microsoft Dynamics 365 platform – including Dynamics 365 Business Central cloud-ERP, Dynamics 365 Sales
cloud-CRM, Microsoft 365, Azure, and other pertinent business applications across the Microsoft eco-system, see diagram below.
Entering its thirty-second year in business, Endeavour has seen consistent double-digit growth in its customer base, now boasting over 650 active clients across Canada and the United States. Core to Endeavour’s success has been a long-time strategy and customer-centric approach for doing right by its customers. Well before such business strategies became trendy and lauded as a best practice by business schools, Endeavour structured its organizational structure and values around maintaining high levels of client retention. For example, Endeavour’s company values are Integrity, Trust and Accountability, these values go beyond simply words written on a wall; and transcend into the decisions and actions practiced by its executive team and its ERP & CRM consultants.
Terry Sunderland, President & CEO: we want to be the gold standard for clients across Canada and the United States, as a provider for implementations, upgrades, and long-term support.
With a focus on customer retention and bringing value to its clients, Endeavour was one of the first among its peers to have a dedicated Microsoft support desk staffed by fulltime experienced consultants. The mandate of this support team is to provide clients with a quick resolution to their issues, as well as provide additional value-added services through training, mentorship, and small projects to enhance their productivity and use of their ERP-CRM.
With the goal of supporting clients long term, Endeavour’s project management team and implementation consultants are continually focused on meeting and exceeding expectations with new clients during new ERP-CRM implementations and/or migrations from on-premise systems to the cloud with Dynamics 365. Setting realistic estimates, following proven methodologies, and working in a collaborative fashion with clients helps to ‘get it right the first time’, thus resulting in a high levels of project success and meaningful impact to a client’s operations.
The above chart is an example of a comprehensive mid-market configuration of Microsoft Dynamics 365 ERP-CRM Business Applications that can be seen at a typical Endeavour client running the latest in Business Central (cloud-ERP), Dynamics 365 Sales (cloud-CRM), Microsoft 365 (cloud-Collaboration) and additional 3rd-party add-on applications from approved Endeavour ISV partners (Independent Software Vendors).
Kevin Hatt, VP Professional Service: The key to ensuring success for our clients is having strong communications with project sponsors and across the entire project team with a focus on results. Within Endeavour project charters are reviewed with an eye to value, prioritizing and focusing client investments on areas that will provide a positive return. Sometimes this involves taking a step back and providing push-back on scope requests and user requests to ensure alignment with the ‘bigger picture’ and value to their organization.
From a sales and marketing perspective, Endeavour is setting the standard in educating clients and providing them with options for investing in ERP-CRM initiatives that serve to yield a positive return. Some existing Endeavour clients have on-premise business applications including Dynamics GP (Great Plains) or Dynamics NAV (Navision) and have been attracted to the new Cloud-based Dynamics 365 systems. Endeavour is dedicated to supporting them on their current applications as well as helping these clients set strategies for migrating to the cloud with newer applications; if and when they are ready.
Steve Ewing, Vice President: Our role as an advisor is to help support business decisions relating to technology, focusing on investments that will allow clients to realize their full potential.
About Endeavour: Endeavour Solutions is a Microsoft Gold Partner for ERP, CRM, and Cloud applications, their consultants support more than 650 active clients throughout North America including clients using Dynamics 365 ERP-CRM, Dynamics GP, and Dynamics NAV. Over the years, Endeavour has been named multiple times to the Microsoft President’s Club –
The top 5% of Microsoft Partners Worldwide. Endeavour operates three brands: Endeavour Solutions www.endeavoursolutions.ca Endeavour for CRM www.endeavour365.ca GP Support North www.gpsupportnorth.com
The Leader Upfront
Terry Sunderland, President and CEO
Playing an active role in the company, Terry Sunderland is responsible for the overall strategic direction of the company and provides leadership and guidance to Endeavour’s management team, and their talented team of consultants. Terry states: “I feel fortunate to have been leading this team for over 30 years and look forward to continuing our strong track record of profitable growth and high levels of client satisfaction.”
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