Catching up with the Cloud

By now most of you are sick and tired of hearing about “The Cloud”.  So bear with me for yet another “Cloud” blog posting, but looking at a Dynamics CRM topic that I have not yet seen covered.  Also bear with me in that I will be shamelessly plugging our own organization.

What I will be talking about is moving “on-premise” Dynamics CRM deployments to cloud Dynamics CRM deployments and keeping all data, reports, customizations, etc.

Now that Dynamics CRM 4.0 has been out for a few years, a lot of “on-premise” clients will of course be looking to upgrade to Dynamics CRM 2011 to take advantage of the new features and capabilities.  The upgrade process we found is fairly straight forward when following the proper steps and ensuring that all customizations and configurations either continue to work or are adjusted/converted to meet CRM 2011 requirements.  There are many other postings and tools to help with this process.

However, when looking at upgrading, there are a lot of other considerations and for some organizations actual roadblocks from moving from CRM 4.0 to CRM 2011.

While we are diligent in letting our customers know when their software enhancement is about to expire, there are instances where the software enhancement has lapsed.  For some of our direct customers, this is usually due to budgetary constraints.  We have also come across some customers who were never properly informed by their partners about software assurance or even that it had expired.  To get them on board with acquiring CRM 2011, the process involves either paying large penalties or even having to completely re-purchase CRM 2011 licenses.

The other limiting factor is hardware and software.  CRM 2011 requires 64 bit architecture as well as potential upgrades to Windows and SQL server.  Not to mention implementing ADFS if internet facing deployment is required.   

Considering hardware and software upgrades, enhancement catch-ups, for some customers this is a very daunting expense just for the sake of upgrading to CRM 2011.

At Ready BMS Ltd we now provide a service to bring these on-premise customers to the cloud.  Not only setting them up with a cloud version of Dynamics CRM, but also bringing all the data, reports, customizations over as well.   We currently host many of our CRM 4.0 and CRM 2011 customers at our secure Canadian-based hosting facility.  To bring a customer from an on-premise deployment to the cloud usually involves getting a copy of the database/customizations and redeploying/upgrading to a newly provisioned hosted version of CRM.  We do have the ability to test and allow some extensions that are not available with Dynamics CRM online.

By eliminating the software assurance, hardware and software requirements we are able to give these clients the full CRM 2011 experience at monthly per user fees as opposed to large capital expenses.  For some clients they would spend up to 10 years in hosting fees to get the equivalent in hardware, software and support to have the equivalent system on-premise.

Of course, if down the road the customer wants to move back on-premise, we can facilitate that as well.

If you or your customers are in a situation where you are running Dynamics CRM on-premise and want to upgrade, but are missing some key components and want to consider a cloud solution, please reach out to us and we will be happy to help you “catch up with the cloud”.  Please send an email to “crm <<at>> readybms.com”

Some features of our unique Dynamics CRM hosting services:

·         Ability to provide both CRM 2011 and CRM 4.0 hosted

·         Monthly fee of $50 per user per month, no user minimum, no time minimum.

·         Secure Canadian Data Center (not under jurisdiction of the United States Patriot Act.)

·         Ability to migrate CRM to and from on-premise and hosted.*

·         Ability to provide hosted Dynamics CRM Email Router.*

·         Ability to allow some extensions/customizations not possible on Dynamics CRM Online (will require testing and certification by our team)*

·         Other hosted Microsoft software such as Exchange and SharePoint available as well.*

*Additional professional service fees may apply.

For those of you in US, there is a promotion going on to get on Dynamics CRM online, which may be a viable option as well, altough it is not clear how you would get the CRM data/system moved over if at all:
http://community.dynamics.com/b/dynpartnercommunity/archive/2011/09/30/make-the-move-to-microsoft-dynamics-crm-online-campaign-and-offer.aspx

Coming soon, a blog posting about "Social CRM"... JUST KIDDING!

Cheers
Nick

Stay small or grow?

Wow, talk about a subject that has EVERY possible angle covered in hundreds of articles. And yet, it remains a neverending discussion: should we grow the business or stay small?

There doesn't seem to be a shortage of work in the CRM sphere -- not in our playground, anyway. We've got plenty of work to keep three full-time employees quite busy, without much investment in terms of marketing or sales efforts. We are fortunate to have loyal clients with which we've truly developed a good relationship, and that we continue to work with to help them get the best out of their CRM. Opportunities are coming to us -- directly and through select partners that we work with. We have to constantly remind ourselves of the importance of saying no, to maintain a manageable workload. The temptation to grow the business is strong... so why not?

Well, for one thing, we started the business because we like to do what we do, the way we do it. Sure, a couple of days a year, we have to do bookkeeping, pay bills, deal with office-related stuff. But the majority of the time, we focus on what we like to do and what we do best: delivering solutions, big or small, that help our clients. Would we be able to maintain that focus and share that vision as the company grew? Would we still be able to work in our business, or would we spend most of our time working on our business? Tidbit of wisdom from The E-Myth Revisited: understanding the technical work of a business doesn't mean understanding a business that does that technical work...

We like to do what we do, the way we do it. We're less driven by money than by non-pecuniary benefits (being one’s own boss, having flexibility of hours, etc.). As Nick says: "When you're your own boss, you get to decide which 20 hours of the day you want to work"... We like to think that we have the luxury of choosing who we work with, and who we work for. We work with like-minded collaborators (personally, I love the concept of the "managers of one") and find that we work best with clients whose corporate values are similar to ours. But what if the company grew and we had to say yes to work because we have to, in order to generate enough revenue to sustain the growth?

Here are a few quotes that I'll post next to my computer, for the next time this conversation comes up internally... again:

• The beauty of entrepreneurship is that it gives you the opportunity to create a business that delivers what you want. (Forbes)
• In order to be successful, a business doesn’t need to be big, it just needs to be big enough to achieve your goals.(Forbes)
• Every business has a sweet spot for size, often smaller than they think. It is at this sweet spot where you have the right number of people, the right skill sets, and the right customers. (http://launchany.com/grow-big-stay-small/)
• There should be no shame in declaring that you want to keep your business small.

Oh, and please don't hold any of the above against me if we meet in 5 years and Ready BMS has grown to a ridiculously larger size... "Il n'y a que les fous qui ne changent pas d'idée!"