A Guide to Transformation in the Cloud for your Life Science Company

Unleashing growth, compliance and productivity

In a life sciences business, there is no lack of data related to product development, clinical trials, production (in-house and contract manufacturing), quality assurance, costing, the supply chain and other areas of the operation.  How do you make sense of it without investing in compliance, data processing and analytical technologies?

Moving to the cloud can help you cut costs and achieve compliance, but you run the risk of needlessly limiting the potential cloud benefits you can achieve by focusing on financials alone. We recommend considering all the 4 following aspects of cloud computing in your planning.

Download our guide to learn the 4 reasons why life sciences and the cloud belong together!

At Tridea, we help our life sciences customers digitally transform their businesses and improve the value realization of their business application investments. We mitigate the inherent risks associated with implementing, upgrading and replacing legacy ERP systems. We lead our life science customers with best-practice consulting services we have refined over thousands of engagements. We take care of our customers and aspire to keep them for life.

To learn more about how Tridea can help you get the most out of your Microsoft solution in the cloud, visit our website.

Dynamics GP 2018 – Notes on Inquiry Windows Feature

Dynamics GP 2018 – Notes on Inquiry Windows

Find out more about the notes on inquiry windows in the Comprehensive Document Attach feature.

In our last GP Feature of the Day blog, we looked at the Comprehensive Document Attachment feature. In this article, we will be highlighting the notes on inquiry window update.

Three new note buttons have been added to inquiry windows:

  • Display Vendor notes on Vendor Inquiry
  • Display Customer notes on Customer Inquiry
  • Display Project Notes in Project Inquiry and PA Project Inquiry
  1. Display Vendor notes on Vendor Inquiry 

2. Display Customer notes on Customer Inquiry

3. Display Project Notes in Project Inquiry and PA Project Inquiry

Learn more about our fixed GP upgrade costs by downloading our upgrade price comparison factsheet, click here

Microsoft Dynamics 365 for Relationship Sales

Microsoft Relationship Sales – combines LinkedIn Sales Navigator & Dynamics 365 for Sales – allowing users to foster customer relationships by unifying social and sales data to identify the right leads and connect with them through personalized engagement. The combination of these two solutions provides users with the ability to:

Build relationships with the right people

Increase win rates by finding key decision makers from over 500 million LinkedIn members. Then identify the best way to reach and connect with them, including introductions from colleagues that they know and trust.

  • Focus on the right people with predictive lead scoring
  • Find every member of the buying committee
  • Discover the best path to reach each buyer for a stronger response

Offer insights and recommendations

Develop trust with your buyers. Engage them with recommendations centered on actual needs, while using relevant insights to evaluate opportunities and proactively focus on relationship areas that may need extra attention.

  • Identify relationship risks and opportunities for a clear picture of the customer relationship
  • Keep track of buyers and their needs with contextual alerts
  • Engage buyers with personalized content

Engage at scale

Through a unified view of your relationships, get contextual information and data-driven insights to efficiently navigate the sales process and move the relationship forward—no matter what stage buyers are at.

  • Synchronize relevant relationship data across LinkedIn Sales Navigator, Dynamics 365, and Office 365
  • Successfully navigate the sales process with contextual guidance and help
  • Recommend the next best action to nurture relationships

To learn more about Microsoft Dynamics 365 for Relationship Sales, contact us at info@trideapartners.com.

What Life Sciences can Accomplish in the Cloud

How does moving to the cloud help achieve your goals for growth, innovation, and competitiveness, and what are some of the main outcomes of transitioning to the cloud that you might want to anticipate and plan for?

Predictive maintenance ensures the uptime, productivity, and performance of your infrastructure

For many life sciences companies, evolving legacy systems from condition based to predictive, enabled with data insights from IoT, is an important use case for cloud technologies.  Your analysis of data coming from connected devices, and the IoT, allows for improved communications with your contract manufacturers, 3rd Party Logistics providers or in-house manufacturing team.  This connectivity allows for you to anticipate and avoid poor decisions on R&D and product movements throughout the enterprise.   That intelligence enables you to keep product innovation to occur quickly and/or fulfilment of orders to be as efficient as possible.

People, trading partners and market visibility enables complete, contextual intelligence to help you meet company objectives

In life sciences, the ability to compete as a viable, relevant business depends largely on your ability to understand and control product research and supply chain. This learning offers an avenue to intelligence that overcomes the practical and conceptual boundaries of individuals, who are easily misled by their selective awareness of events and trends. Instead of acquiring the tools and building your own intelligence systems, you can take advantage of the resources available in the cloud today. When you connect your industrial assets or the complex products to the IoT, storing and processing the data in the cloud, they become available to cloud intelligence that can combine with data from your entire operation.

At that point, your insight is not limited to your individual employees. You can surround it with contextual information about R&D, material planning, training and the supply chain. If you want to cast an even wider net, you can also assess customer behaviors, market trends, and competitive threats, and correlate those findings with your R&D and product management.

Collaborative innovation opens additional revenue streams and increases team efficiency

Predictive maintenance is a great achievement that your internal and external customers will appreciate. No need to stop there. Cloud-enabled, intelligence-driven collaboration with your customers can help you understand them much better, strengthen the relationships with them, and maintain your share of their attention and spending. It can also result in product enhancements that you might eventually launch to your entire market.

Within your organization, you can rely on the performance and scalability of cloud resources to enable scientists, partners and rest of the workforce collaborate from anywhere. They can use cloud-based virtual reality modeling to work together on new formulas and products. You save the expense and disruption of business travel by your skilled innovators, and you enable them to collaborate always, not just on special occasions.

Service provider expertise lets you make more strategic use of your own IT department

If your IT department is fully occupied with the day-to-day activities of keeping applications, networks, and infrastructures running and secure, you can move most of these routines to the cloud and let your service provider handle them. Instead, you can use your in-house IT resources to perform custom development and other high-value tasks that help you move forward. Working with a strong cloud service provider, your IT team can efficiently learn the skills of development, provisioning, resource management, and security in the cloud, especially if you maintain a hybrid environment that requires integrations between on-premise and cloud computing. You can draw on your service provider’s specializations, for instance, to enable advanced intelligence, collect and process large volumes of data, or take the complexity out of working in the IoT.

Worldwide resources and networks let you grow at your own pace while being compliant

Leading cloud providers maintain advanced cloud infrastructures in global networks of data centers. They will have a data center close to your headquarters, and, when your company reaches across the globe, they can support you wherever you go. That means you can grow in the cloud at your preferred pace. If you want to take a measured, low-risk approach, you could move just one workload into the cloud – product engineering, for example – to start with, and test the new infrastructure’s performance, reliability, and analytical capabilities. You continue your cloud migration at the right time.

When you’re ready to increase the momentum, you can take advantage of cloud-based ERP and CRM resources with multi-language and multicurrency features to reach customers and markets anywhere. If you’re operating production and distribution facilities in several countries and regions, the cloud offers an efficient way to make corporate systems and information available to them and connect their processes to the entire organization.

Transform your life sciences business in the cloud

Starting now, you can act on the cloud opportunities that offer the highest benefits. Together, Tridea Partners technology and expertise, Microsoft Dynamics 365, and the analytics resources available on the Microsoft Azure cloud can make life sciences business growth in the cloud practical, fast, and affordable. Before, during, and following your move to the cloud, we help you optimize processes, increase efficiencies, and reduce costs. We offer proven, practical solutions and approaches within an affordable subscription model that eliminates distractions and lets you focus on results.

At Tridea, we help our life science customers digitally transform their businesses and improve the value realization of their business application investments. We mitigate the inherent risks associated with implementing, upgrading and replacing legacy ERP systems. We lead our life science customers with best-practice consulting services we have refined over thousands of engagements. We take care of our customers and aspire to keep them for life.

To learn more about how Tridea can help you get the most out of your Microsoft solutions, visit https://www.columbusglobal.com/en-us/resources/landing-pages/us/tridea-lifesciences-erp/life-sciences-ebook  or contact us at info@trideapartners.com

A guide to solving compliance problems for discrete manufacturers

Non-compliance has the ability to destroy the reputation of any company, and its balance sheet, overnight.

Manufacturers are trying their best to combat challenges from low cost overseas competitors, by rising up the value chain and embracing the demand for higher quality standards.

Manufacturers are under greater pressure than at any time in history; trying to meet the ever-higher quality standards of their blue-chip customers, while fighting off competitors from low-wage offshore locations – and staying afloat in a stagnant economy.

Unsurprisingly some companies are buckling under the strain, especially as their compliance burden grows. After all, “every company is just one bad decision or just one ‘bad employee’, away from scandal”.

Let’s take a look into how discrete manufacturers can effectively manage the problem of compliance:

Business Process Modeling

Innovations in supply chain management and reporting software have enabled manufacturing companies to achieve better compliance performance through enhanced certification and specification tracking procedures. Working with your suppliers, the crucial information can be transmitted electronically, and then sorted, organized, and filed according to shipment dates and parts numbers.

Documenting these business processes should be done with a tight reference to IT systems, and needs to not only include the processes themselves, but also how system security and data audit is management, software such as Columbus Rapid Value, and Dynamic Security Management can help you to check those boxes.

Version control is also critical for ensuring that changes are managed and published correctly.

Quality management

A major concern of discrete manufacturers is that defects can take years to surface. With the need to continually release new models to stay competitive and satisfy customer demands, managing defects plays a significant role in the ability to stay competitive and profitable.

Quality management is key to a manufacturers’ ability to respond more effectively in product recall situations, ensuring consumer safety and mitigating risk and litigation exposure.

Processes must also include the appropriate control points to ensure that quality of materials, conversion processes and finished goods are as expected. Where a non-conformance is identified, root cause analysis needs to take place and corrective actions initiated and managed through to conclusion. This process can be supported by having full supply chain visibility and therefore being able to trace back to the start of the operation.


The key purpose of traceable manufacturing is its ability to help manufacturers easily determine when a problem occurred and its associated details. It takes two forms. The first is known as product tracking, which is the capability to follow the path of a specified unit of a product through the supply chain as it moves between organizations. Products are routinely tracked for obsolescence, inventory management, and logistical purposes.

The second form, product tracing, is the capability to identify the origin of a particular unit and/or batch of product located within the supply chain by reference to records held upstream in the supply chain. Batch segregation helps in sorting out problems because when you determine which batch is bad, you only have to get rid of that single batch rather than destroying all of the products. This helps companies save on resources.

Traceability is another key component to maintaining compliance with manufacturing regulations.

How ERP can help

Admittedly such a project will take time, effort, finance and a genuine partnership with the correct software developer – as different manufacturers will require different solutions, and each niche industrial sector will have different regulatory and compliance challenges.

However, “an integrated ERP system … will give you the necessary support in adhering to the regulations, will not slow you down, but will free you to concentrate on manufacturing” says David J Caruso, a long-time specialist in manufacturing, supply chain and technology transformation strategies. Caruso has worked on ERP implementations for global brands such as Johnson & Johnson, Sun Microsystems, Rolls-Royce Motors and American Standard.

Learn more about how ERP can help to solve common discrete manufacturing problems, such as managing compliance by taking a look at our discrete manufacturing series below.

The discrete manufacturing series

Our series focuses on five common problems discrete manufacturers are currently facing, and how to solve them, including case study examples of where discrete manufacturers have implemented our solutions and seen success. The full series includes tip sheets – available for download – on:

How manufacturers can build additional revenue streams

How manufacturers can improve time-to-market

How to successfully manage mixed-mode manufacturing

How manufacturers can maximize the use of assets

How manufacturers can manage compliance effectively