Because You have No Time for Down Time
Clients First’s EverSafe! is the only backup and disaster recovery
solution to offer instant on-site and off-site virtualization,
screenshot verification of backups, and intelligent business
continuity all from one simple management interface.
INTELLIGENT BUSINESS CONTINUITY
EverSafe! sets the New Standard for Intelligent
Business Continuity. Accept Nothing Less.
The EverSafe! Difference
EverSafe! provides companies with an advanced insurance policy against data loss and costly
downtime by utilizing a revolutionary technology that dramatically simplifies the backup and
recovery process. By employing proprietary Inverse Chain TechnologyTM, EverSafe! eliminates the
inherent inefficiency of the traditional backup chain. EverSafe! takes data directly from the server
and converts it into virtual machine readable files that can be booted instantly from a web
interface or by using any common hypervisor. This innovative way of storing data allows for
instant on-site and off-site recovery and can prevent businesses from having to experience
downtime in the event of a disaster, offering the peace of mind that backups will be available
at a moment’s notice.
Screenshot Backup Verification
Break Free from the Chain
EverSafe! leverages instant virtualization capabilities to
provide the most advanced method of backup
verification in the industry. By taking a screenshot of each
completed boot process virtually, EverSafe! tests
backup integrity and proactively identifies bootability
issues. Serving as evidence of a successful backup, the
screenshot can be shared with end-users to ensure
peace of mind that data can be recovered at a
moment’s notice.
The EverSafe! backup process eliminates the area where
most problems arise in the traditional backup process: the
backup chain. EverSafe! takes data and converts it directly
into a virtual machine each time a backup occurs. The
most recent backup image is always the base image and
does not rely on past incrementals to restore data. With no
complicated rollup or restore processes, data is always
available immediately both on-site and off-site without
delay.
Traditional Backup
EverSafe! Simplified Backup
ShadowSnap Backup Agent
Instant Virtualization On-Site and Off-Site
In just seconds, backups can be virtualized either locally on the powerful EverSafe!
appliance or remotely in the secure cloud. The advanced web interface allows for
configuration of CPU and memory resources. Network resources can be configured
dynamically, allowing for changes to be made without restarting the virtual
machine. Even while virtualized, systems can continue to backup to the EverSafe!
appliance and our secure cloud.
SpeedSync
SpeedSync is the unique technology for quickly and efficiently transferring files
to and from the cloud. It starts with advanced LZMA2 compression algorithms
to provide optimal data compression and reduce transfer data size. Smart
queuing is used to prioritize server backup order (more critical data can be
prioritized). Recovery point pipelining allows the next recovery point to upload while
the current point is being received. Finally, agent sync parallelism allows multiple
agents to sync off-site simultaneously. The combination of these technologies
provide greater data integrity, reduced network traffic, and keeps customer’s off-site
backups up to date, particularly in low bandwidth environments and those with
busy network traffic. We also provide the ability to throttle bandwidth by day of week
and time of day to eliminate any impact on the business.
Future Ready
EverSafe! appliances support the latest standards and are continuously being
updated. Every appliance supports software RAID and 2TB+ Volumes including
advanced format drives. EverSafe! appliances also support GPT Partition formats
including those using EFI Boot. EverSafe! is capable of backing up both physical
and virtual systems with nearly any storage configuration. All Clients First EverSafe!
appliances regularly download and install updates in the background, ensuring
that every device is always running the latest version.
Centralized Management
EverSafe! appliances are controlled through an easy to use central web interface.
This interface allows for quick access to critical stats and has detailed remote
management ability. Through the interface, it is possible to virtualize a failed
server on an appliance that may be hundreds of miles away with just a few
clicks. The interface even allows you to gain RDP access to remote servers and
VMs through an automatic and secure VPN connection.
Broad Operating System Support
EverSafe! supports the widest array of operating systems of any BDR product on
the market. With support for Windows 2000, XP, 2003, Vista, 2008, 7 8,
EverSafe! supports almost any Windows system still in production today.
Better Bare Metal Restore
EverSafe! devices use a completely unique method for performing bare metal
restores. Rather than use a limited restore environment that fits on a single CD,
EverSafe! uses network BMR. The appliance acts as a network boot server allowing
the destination system to be booted using PXE Boot (common on almost all
systems newer than 2001).
“Having our EverSafe!
device really let’s us sleep
well at night. Knowing
that no matter what
happens with our
systems, we are fully
protected from any
downtime is amazing.
Two years ago, before
EverSafe!, we had a
server crash and were
pretty much offline for
over a week. We had no
idea how long getting
back up would take”
Mitch Rimland
New City Marketing
B Series
EverSafe!
Lite
EverSafe!
U.S. Based Technical Support
Yes
Yes
Yes
Local Backup and Restores
Yes
Yes
Yes
Cloud Backup and Restores
Yes
Yes
Yes
Complimentary Device Seeding
Yes
Yes
Yes
Full Hardware Insurance*
Yes
Yes
Yes
Unlimited Server
and Desktop Licenses
Yes
Yes
Granular MS Exchange and
SharePoint Recovery
Yes
Yes
SpeedSyncTM
Granular Agent Syncing
Yes
Yes
ShadowsnapTM Advanced
Deduplication
Yes
Yes
ShadowsnapTM
Inverse Chain Technology
Yes
Yes
Instant Cloud Virtualization
Yes
Yes
About Clients First
Clients First is an award-winning solution
provider of solutions that improve business
productivity. We provide unique IT
solutions such as EverSafe!, EverConnect!
(Our Internet FailOver solution) among
others. We also provide full ERP solutions
based on Microsoft, SAP, Epicor & Sage
solutions. Our Cutting Edge Marketing
Division specializes in Social Media
marketing including web video, SEO
services, telemarketing and all things Social
Media.
Founded in 2003, Clients First Business
Solutions, parent of Clients First
Technology Solutions, has built up a
national presence with 10 regional locations
throughout the US and is a Top 20 US
Value Added Reseller (VAR). Locations
include: New Jersey, Pennsylvania,
Alabama, Texas, Illinois, California,
Florida, Michigan, Minnesota, Tennessee,
and growing.
Instant Local Virtualization
Yes
Screenshot Verification of Backups
Yes
Remote Hardware
Management (IPMI)**
Yes
Clients First is a Microsoft Gold partner.
**Standard for EverSafe ! devices 2TB and larger.
www.disaster-recovery-services.net
Spring 2015 User Group Meeting
Speaking the Language of Business
Welcome!
Speaking the Language of Business
Meeting goal
Provide practical information to the NAV user community
Topics reflect client interests
Session objectives
Business improvement
Driving efficiency
Leveraging IT strategy to drive top and bottom lines
Quick pace
Agenda
Speaking the Language of Business
NAV 2015 Highlights
To upgrade or not to upgrade, that is the question…
NAV and Excel – Better Together
Break
Hosting and Azure
Business Continuity and Disaster Recovery
Multi-Channel e-Commerce for Dynamics NAV
Clients First Update
Stump the NAV Experts
Introductions
Speaking the Language of Business
Chris Young
CFO and Partner
22 years Business Improvement / IT Consulting
Degreed in accounting & business
administration
Highly experienced consultant, implementer,
and programmer
Distribution & Mfg software product specialist
NAV Solution Architect
Introductions
Speaking the Language of Business
Peter Zentner
Dynamics NAV Practice Manager
Cloud Practice Manager
20 Years Dynamics NAV Experience
Distribution, Manufacturing and Professional
Services Expertise
Microsoft Cloud and Office 365 Expertise
Introductions
Speaking the Language of Business
Mark Chinsky
26 years ERP sales and implementation
experience on a variety of solutions
Partner
Product Specialist – MAS series, SAP B1, Epicor,
NAV
Manufacturing, Project/Service, and Distribution
Expertise
CRM and Business Intelligence leader
Speaker at various state CPA societies
Introductions
Speaking the Language of Business
Dynamicweb team
Jorgen Bach: Director of Consulting
16-year of consulting in the e-commerce, content
management and portal software industry.
12-year international working experience
Scott Forsyth: Technical Director
12-year as MS MVP and 10-year MS ASP Insider
Dynamicweb eCommerce and Integration Specialist, NAV
Richard Lee: Sales Engineer
16 years experience in eCommerce
Digital marketing and mobile device expert
Introductions
Speaking the Language of Business
Jeffrey Warwick
VP Sales and Partner
30 years ERP/IT sales experience
Focused on solutions (not products)
NAV 2015 Highlights
Speaking the Language of Business
NAV 2015
Speaking the Language of Business
Role Tailored Client Changes
Searching
Visual Cues / KPIs
Invoice Totals on FastTab
Document E-Mailing
Microsoft Word for “Document” report layout
NAV 2015
Speaking the Language of Business
Technology changes
NAV Anywhere
iPad
Android
Browser
Client
Features
Limits?
NAV 2015
Speaking the Language of Business
Bank Reconciliation
Automatic Import from Bank
Automatic Matching Logic
Positive Payment Support
NAV 2015
Speaking the Language of Business
Integration with Dynamics NAV
Web Services
Dataports / xmlPorts
RapidStart Toolkit
NAV 2015
Speaking the Language of Business
Nav-X
Leverage the Power of Dynamics NAV
Common enhancements included…
National Accounts Cash Application
Commission Management
Item Charge Allocation by Weight
Trade Spending
DMEA
NavX Search
Reports – Fresh Start
ISV Integrations
NAV 2015
Speaking the Language of Business
Upgrades
Easier
Faster
Less Expensive
Speaking the Language of Business
To upgrade or not to upgrade,
that is the question…
Speaking the Language of Business
FYI
Speaking the Language of Business
Release frequency
Cumulative updates
Monthly
New release
Yearly
Technical upgrade vs. full version upgrade
Client and server executables only vs. client, server and
database
Support duration from Microsoft
FYI
Speaking the Language of Business
Lifecycle Start
Date
Mainstream Support
End Date
Extended Support
End Date
Microsoft Dynamics NAV 2015
12/17/2014
1/20/2020
1/14/2025
Microsoft Dynamics NAV 2013 R2
12/30/2013
1/9/2018
1/9/2023
Microsoft Dynamics NAV 2013
12/19/2012
1/9/2018
1/10/2023
Microsoft Dynamics NAV 2009 R2
3/15/2011
1/13/2015
1/14/2020
Microsoft Dynamics NAV 2009 SP1
8/28/2009
3/15/2013
1/14/2020
Microsoft Dynamics NAV 2009
2/12/2009
1/13/2015
1/14/2020
Microsoft Dynamics NAV 5.0 SP1
3/31/2008
4/10/2012
4/11/2017
Microsoft Dynamics NAV 5.0
4/1/2007
4/10/2012
4/11/2017
Microsoft Dynamics NAV 4.0 SP3
10/23/2006
Not Applicable
Not Applicable
Microsoft Dynamics NAV 4.0 SP2
4/26/2006
Not Applicable
Not Applicable
Microsoft Dynamics NAV 4.0 SP1
11/1/2005
Not Applicable
Not Applicable
Microsoft Dynamics NAV 4.0
12/12/2004
Not Applicable
Not Applicable
Products Released
FYI
Speaking the Language of Business
Feature comparisons
http://goo.gl/Q9sgEV
NAV Architecture
Speaking the Language of Business
Object Accessiblility
Tables
Forms (now pages)
Reports
Dataports (now XML ports)
Code Units
C/SIDE database (now SQL)
Speaking the Language of Business
NAV Heritage of
Flexibility
Encouraged to modify
“Navision…Your Way”
Benefits
Fit like a glove
Functional area / departmental efficiency
Potentially holistic efficiency
Tradeoff’s
Undocumented changes
Forgotten business case for changes
Modifications poorly designed and created
Retrofit of modifications during upgrade can be expensive
Estimating upgrade cost can be challenging
Speaking the Language of Business
Two ways to
upgrade
Option 1
Bring everything forward
Push everything into the new environment
Impact – lots of troubleshooting and repair
Option 2
Carefully identify what to bring forward and how
Minimize heartburn, headache’s and indigestion during go-live and
post go-live
Speaking the Language of Business
What to bring
forward?
Compare old database with new
Identify changes to objects
Determine which changes to abandon, which to bring
forward, which to re-engineer
Determine if new functionality replaces old modifications
Carefully consider reports
Identify data to convert
Speaking the Language of Business
Reasons to
upgrade
Enough new functionality that will provide significant
business improvement opportunities
Minimize risk
Always ensure using a publisher supported version
Service packs
R&D
Bug repair
Technical obsolescence
Windows 2003
Speaking the Language of Business
Reasons to
upgrade
Lack of integration capabilities
Broken functionality
Mods or Native
Poorly done and/or don’t need anymore
Just because?
Speaking the Language of Business
Things to
consider
Does scope of project include new functionality?
How will the functionality benefit the organization?
Does scope of project include new workflow?
Are there current process inefficiencies?
Impact of cost and time to convert reports
BI is now available
Has your business changed?
Speaking the Language of Business
Re-deploy
Option
Start fresh
Revisit business processes
Re-engineer modifications
Fresh data conversion
What data do you really need?
Data cleansing
Use dashboards/kpi’s instead of reports
Speaking the Language of Business
ERP
Optimization
Stay with current system
Identify bottlenecks, inefficiencies and dysfunction
Refine processes
Determine if new functionality should be deployed
Summary
Speaking the Language of Business
Upgrades should be justified with a business case
Not typically necessary to upgrade with every
version
Prudent to carefully determine modification retrofit
Determine if upgrade includes new functionality
Consider Re-deploy and ERP optimization options
Identify if and how an upgrade can bring high value
Continued Investment
Workflow
Document
management and
OCR
E-services
integration
Streamlined UX
across all clients
Speaking the Language of Business
NAV and Excel…Better Together
Speaking the Language of Business
Speaking the Language of Business
Agenda
Copy and Paste
Export List Views
Dimensional Analysis / Pivot Tables
Jet Reports
Speaking the Language of Business
DEMO
40
Speaking the Language of Business
Copy and Paste – Bi-Directional
Journals
Order Lines
Format Must be preserved
Consider Making a Template for Orders???
4
1
Speaking the Language of Business
Export List Views
Customers
Vendors
Items
Chart of Accounts
Jet Reports
Go To Report writer for end users
Financials
Analysis Reporting
Filters, Flowfields, Drilldown
Scheduler
Summary
Speaking the Language of Business
Leverage the power of NAV and Excel
NAV and Office continue to be tightly integrated
Who leverages Jet now?
Speaking the Language of Business
Time for a Beak!
Speaking the Language of Business
Hosting and the
Cloud
Speaking the Language of Business
Agenda
Speaking the Language of Business
Infrastructure Options
On Premise
Hosting
SaaS
“The Cloud”
Infrastructure Selection Criteria
Office 365
On Premise
Speaking the Language of Business
Physical or virtual servers
Installation and configuration of initial system time
consuming
Installation of applications required
Maintenance, updates, and patches responsibility
Access to systems via local network
High Availability very expensive, often not feasible
Price for hardware, licenses, and recurring maintenance
costs (internal IT or IT company)
Hosting
Speaking the Language of Business
Renting “Rackspace”
Physical or virtual servers in a data center
Installation and configuration of initial system already done
Operating system and maintenance covered by hosting fee
Installation of applications required
No integration into local network
Usually access via Citrix or comparable environment
Price by server and user and disk space
SaaS
Speaking the Language of Business
Renting “Software”
Includes required hardware and configuration
Includes maintenance and patches
Usually high available
No integration to local network
Usually access via browser or Citrix
Price by user by month
Cloud
Speaking the Language of Business
“Anything you want” (IaaS, PaaS, SaaS)
Includes hardware and some configuration
Can include maintenance and patches
Usually available in multiple data centers around the globe
Integration into local network possible
Use for production environments or disaster recovery
High availability is possible
Different pricing models
The “Big 3” – Microsoft Azure, Amazon, and Google
Speaking the Language of Business
What’s right for
me?
On Premise:
Already have own IT department
Already own powerful server infrastructure
SaaS:
Turn key, no worries
No upfront investment
Cloud:
For hosting or SaaS or integration into local environment
No upfront investment
Hosting: ???
Office 365
Speaking the Language of Business
Microsoft Office Products online
Microsoft Office Products local installation
Business class email
Available on Windows, Android and iOS
Replaces purchased licenses for Microsoft Office
Replaces on premise Exchange server
Speaking the Language of Business
Clients First in
the Cloud
What do we do with the cloud?
Some of our internal system are in the cloud (internal ERP system,
development systems, test systems, demo environments)
Utilizing Microsoft Office 365
Providing our clients with custom project portals in SharePoint
Our offers
Microsoft Dynamics NAV 2013 and 2015 as SaaS
Microsoft Dynamics NAV in a private cloud
Sage B1 in a private cloud
Epicor in a private cloud
Demo
Speaking the Language of Business
You have seen Microsoft Dynamics NAV already in the cloud
Provisioning a Microsoft Dynamics NAV tenant as SaaS
Summary
Speaking the Language of Business
Conventional hosting will most likely go away
The cloud doesn’t solve all problems, but it can help a lot
Try out Microsoft Dynamics NAV 2015 in the cloud:
http://www.azureclouderp.com/azure-free-trial/
Speaking the Language of Business
Business Continuity
and Disaster
Recovery
Speaking the Language of Business
Multi-Channel ecommerce for NAV
Speaking the Language of Business
Clients First Update
Speaking the Language of Business
Speaking the Language of Business
Clients First Update
National Organization
7 US Locations ( NJ, AL, FL, IL, MN, TN, TX )
NJ is HQ
27 Employees
83 Employees
Revenues of $19.85 mm
650+ clients
37% are NAV
Distribution & Manufacturing Centric
Stump the NAV
Experts
Speaking the Language of Business
Speaking the Language of Business
Speaking the Language of Business
Multi-channel e-Commerce for Dynamics NAV
Dynamics NAV User Group 2015
Clients First and Microsoft
About
Scott: Technical Director, MS MVP and ASP Insider, NAV integrations
Richard: Sales Engineer, digital marketing and eCommerce for 15yrs+
Jorgen: Director of Consulting, NAV + AX eCommerce for 15yrs+
By the numbers
Profitable since
Present in
Employees Worldwide
1999
13 Countries
100 +
Customers Worldwide
Solutions
Certified partners
4,500 +
12,000 +
200 +
Weber Grills – 35 sites
- B2B and B2C eCommerce with NAV and CRM integration
We started using
Dynamicweb for our
online community, but
have extended the use
to our other online
platforms including
integration with NAV
and CRM
— Stig Pedersen,
Chief Marketing Officer of Weber BBQ
in Nordic, Great Britain and Middle East
Actona – 6 months ROI
- B2B eCommerce with NAV in Furnitureindustry
The solution reduces the
workload in Actona's sales
department, by ensuring retailer
access to 100% updated price
lists, minimizing manual work and
risk of typing errors.
The solution is, without a doubt,
one of the primary tools for our
sales department and the return
of our investment is down to
just 6 months.
— Charlotte V. Kristensen
Marketing Manager,
Actona Company
Jay Manuel Beauty
- High volume B2C eCommerce with NAV in Cosmetics industry
Nordenta – 10% increase
- B2B eCommerce with NAV in Medical Device industry
The cost of completing
an order in the current
system is only 1 % of
what it used to cost to
complete an order with
manual labor.
Transactions have
increased by 10 % and
are still increasing, and
the amount traded for
per transaction increases
as well.
— Morten Nielsen, Marketing Director,
Dansk Nordenta
Nevotex – 100% increase
- B2B eCommerce with NAV in Fabrics industry
From day one, the new
solution has increased the
amount of online orders
with more than 100%.
It has also provided profitable
scaling capabilities, meaning
that Nevotex can easily add
new language versions to the
solution.
McHutchison
- B2B eCommerce with NAV in Horticultural industry
When Dynamicweb came
in, it was obvious that this
was our partner.
There was a lot of
enthusiasm and they were
willing to work with us,
and one of the few sites
that listen to us.
They really wanted to
understand what our
needs were.
— Mike Tizio, President
McHutchison, Inc.
Solution and framework
All-In-One Business Platform
Integration Framework
- Light footprint inside of NAV makes upgrades easy
1. Unlike some of our
competitors, we have a
light footprint inside of
NAV which makes the NAV
upgrading process easy. We
don’t create our own
tables all over NAV.
2. Out of the box we are
integrated with NAV, AX
and CRM.
3. Our site is 100%
operational with all data
also when NAV is down!
Very few of our competitors
support that.