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Disaster Recovery Solutions

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

4
2

Speaking the Language of Business

Dimensional Analysis – Pivot
Tables / Charts
Dimensional Analysis Views
Export to Excel (Pivot Tables)
Pivot Chart
Slicers

Speaking the Language of Business

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.

Live Demos

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