Growing Retail Marketing Services Firm Cuts Order Processing Time and Reduces Manual Data Entry with Dynamics SL and Avalara Web Services

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Gladson had outgrown their Peachtree financial system and selected the consulting firm Boyer & Associates to help implement Microsoft Dynamics SL. The integration between Dynamics SL and Avalara web services enables sales orders and sales taxes to be calculated automatically and in real time. This new integrated system saves Gladson time and effort and provides a superior platform for deeper business analysis.

We’ve taken a big step forward in implementing Microsoft Dynamics SL.

Today, Boyer & Associates, a Minneapolis-based ERP solutions company, and Gladson announced the official “Go-Live” for Gladson’s Microsoft Dynamics SL implementation. This signifies the completion of an important project for both firms.

Gladson, headquartered in Lisle, Illinois, is the leading provider of syndicated consumer packaged goods’ product images and provides category management and in-store merchandising solutions to CPG manufacturers and retailers.

Gladson had outgrown their Peachtree- and Excel-based financials systems and was looking for a solution that would both automate existing manual processes and provide a platform for deeper business analysis.

“Gladson had some unique requirements, including complex sales tax and revenue recognition. Our goal was to help them avoid having to re-key orders. Gladson can sometimes have 1,000 ship-to’s for a single line item in a sales order,” said Jack Boyer, president of Boyer & Associates.

“Due to our past success with clients using Avalara’s web services for real-time sales tax computations, we decided to recommend the use of their service. The challenge was that Dynamics SL was the only product that would allow many ship-to’s for each line item but Avalara did not have an interface with the Dynamics SL sales order screen,” Boyer said.

This specific integration between Dynamics SL and Avalara, which Boyer & Associates developed, is a big part of what helped Gladson save time and effort. Previously, it took up to 4 hours to process a single sales order due to the volume on the larger orders. Today, the process often takes less than 15 minutes because sales orders are imported and sales taxes are calculated automatically.

Another benefit of automation and integration is now Gladson does not have to be concerned about keying the order incorrectly, or reconciling the keying differences between what was keyed into Peachtree and what was keyed into Excel.

“We’ve taken a big step forward in implementing Microsoft Dynamics SL”, said Mark Shapiro, President & CEO at Gladson. “We expect it will make some of our administrative functions more efficient but, more importantly, it is a solid platform for our growing business.”

About Gladson
Gladson, headquartered in Lisle, Ill., is the leading provider of product information and category management services to consumer packaged goods manufacturers, retailers, wholesalers and brokers. The company builds databases of product information and package images for a wide range of uses, including shelf space management, category management, logistics, advertising and e-commerce applications such as online shopping, nutrition programs and other services for consumers. Gladson also provides data analysis, consulting and in-store merchandising solutions that support efficient planogram implementation and increase product sales.

About Boyer & Associates
We deliver your vision by offering the best technology choices, providing adaptive business solutions and working collaboratively with you and your team. At Boyer & Associates 1) You have access to leading technology deployment options so you decide if you run your solution in the cloud, on premise or in a hosted environment. 2) Your solution will be adaptable and flexible so it meets the changing needs of your business and the world. 3) You will have the information you need, when you need it. Repeatable success happens when information is shared and work is done collaboratively.

Boyer & Associates has been helping people find software solutions for their business and accounting needs for over 16 years. We help your vision become a reality. Learn more at

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Carol Simonson
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