SuiteDynamics: Taking Business Ethics to a New Level

Not long ago, Jake Kleiner noticed a lack of honesty in the ERP world. So, he formed a company to fix it.

In 2016, SuiteDynamics founder Jake Kleiner felt aggravated. He was working with too many ERP implementation partners who couldn’t deliver quality work on time.

But one man’s failure is another man’s opportunity. So, in 2021, Jake established SuiteDynamics to provide ERP consulting based on real-world experience with business and financial systems. And he felt determined to deploy those ERPs with integrity and consideration for a company’s budget and timeline.

Essentially, Jake established a business to save others from his frustration.

“I’d love to be the first implementation partner that companies engage with, so they never have my experience,” he explains.

Identifying a Lack of Honesty in the ERP World

Before exploring ERPs, Jake had a background in management systems development, financial management, and business. He had worked as an analyst at RedPrairie Software and the Board of Trade in Chicago. And from 2016 to 2021, he served as CEO of a quilting accessory company called Paper Pieces.

While operating Paper Pieces, Jake struggled with disparate data silos, broken and unstable program integrations, and systems that simply didn’t work together. Fed up, he contracted implementation partners to deploy an ERP and fix those problems. But sadly, he discovered that not every partner is created equal.

“The quality of their work was not good,” Jake says. “We had to do a lot of it ourselves. We had to rework a lot of the ERP just across the board.”

The implementation process became a mess. And the lack of genuine partnership Jake experienced with so-called “implementation partners” rubbed against his sense of morality.

So, he figured out ERP implementation on his own. Jake drew on his knowledge of computer systems to learn the modules and coding one day at a time. He used trial and error to establish a system that fit Paper Pieces’ needs. And he chose to learn NetSuite because it was the only ERP with a native e-commerce solution.

Meeting a Need for Integrity and Financial Experience

In 2019, Jake and his wife moved from Paducah, Kentucky—the small river city where Paper Pieces was headquartered—to his hometown of Madison, Wisconsin. There, he established SuiteDynamics as a business that could help deploy NetSuite ERPs with the honesty he craved during his own implementation journey.

Jake also realized his financial experience at the Chicago Board of Trade and Paper Pieces gave SuiteDynamics an edge. Many implementation partners knew NetSuite inside and out but had little to no knowledge of accounting systems. That weakness caused chaos.

“At the end of the day, NetSuite’s, above all, an accounting and finance software,” Jake explains. “And I saw a lot of development teams or third parties bolting on a customization or an integration without understanding what that would cause as far as downstream impacts on the software.”

Jake, however, understood financial systems and how they should operate. Consequently, he had more to offer than much of his competition.

So, he earned NetSuite’s ERP Administrator, Suite Foundation, and SuiteCloud certifications and opened SuiteDynamics, a registered NetSuite implementation partner. By the summer of 2021, he had completed his first ERP implementation for Autocado, an auto products company. He helped the client automate financial processes, and the company’s satisfied COO dubbed SuiteDynamics “a crucial business partner.”

From that moment, SuiteDynamics began to grow. Fast.

Cuing Exponential Growth

Jake hired his first employee, developer Derek Kalvin, in the summer of 2021. But demand for SuiteDynamics’ implementation services and financial expertise grew. And by the winter of 2022, Jake employed roughly 20 people, including CFO Grace Martin. Her background also married computer programming with financial expertise and strengthened the company’s ability to implement working NetSuite solutions.

Yet, Grace and the other staff weren’t typical software company hires. They weren’t just tech experts; they were self-starters, life-long learners, and people with strong “Midwestern values.”

“Do what you say you’re going to do to the best of your ability,” Jake says, describing the values he wants his staff to uphold. “Deliver on time. Be honest. Deliver in a quality way. Say when something isn’t possible. Make something right when it’s wrong. It all sounds so simple, but if you work enough within the partner network, you’ll quickly find how many other companies don’t meet those expectations.”

As SuiteDynamics grew, it hired more employees who could offer clients real-world experience—particularly in the financial field. And those hires have now paid off.

“We are routinely saving implementations,” Jake says. “And that’s one thing we pride ourselves on—getting people to go live.”

Becoming More Than a NetSuite Solutions Provider

Now, SuiteDynamics has become a go-to company for NetSuite financial implementations. In fact, other implementation partners are contracting its services to ensure successful deployment for their clients’ financial ERP modules.

“We liken ourselves more to partners than consultants,” Jake says. “When we’re creating solutions, we’re really thinking about the long-term impacts versus an immediate or quick fix. And so, we’re really looking, I think, long-term at the most stable and quality solutions that are possible.”

And, of course, SuiteDynamics is also making its own long-term plans, which involve the development of new software applications to enhance NetSuite Cloud ERPs.

But for now, the company is focused on hiring more experts and helping more businesses succeed.

Naviant, Inc. Partners with Reveille Software to Offer ECM Monitoring Solutions

Naviant unveils new solution to drive customers’ business agility, efficiency, and ROI

VERONA, Wis; ROSWELL, G.A. – May 24, 2023 – Naviant, Inc., a leading provider of intelligent automation solutions by Hyland and ABBYY, has announced that it has partnered with Reveille Software to offer ECM monitoring solutions. Reveille is a leading solution for managing and monitoring business-critical Enterprise Content Management (ECM) systems.

Reveille’s software offerings fill the ECM monitoring and managing gap so organizations can optimize the ROI of their ECM solutions. This technology accomplishes this by providing full visibility into ECM application health, automated alert notifications, tools that analyze user activity comprehensively, and more.

As a top Hyland partner, Naviant has been named an OnBase Platinum and Diamond Support partner consistently year after year with a thriving and happy client base. “We are very excited to be working with Reveille Software and believe that this partnership will align with Naviant’s strong commitment to exceptional support and delivery for our clients,” Greg Albert, SVP of Operations at Naviant, said. “ECM monitoring technology is a strategic priority for Naviant, and we view it as an excellent complement to the Hyland and ABBYY platforms with its rich portfolio of integration and monitoring tools.”

Bob Estes, CEO of Reveille Software, said, “We are pleased to announce our partnership with Naviant, as we share the same core commitment to customer success. With our extensive out-of-the-box capabilities, we are confident that Reveille Software solutions will be extremely beneficial for Naviant clients in their digital transformation journeys.”

Since 1986, Naviant has partnered with clients to help them do more with less and reach their business goals. The partnership positions Naviant to further lead the industry-wide evolution towards intelligent hyperautomation and make an even bigger impact on digital transformations.

About Naviant

Naviant is a nationally recognized intelligent automation solutions integrator and business process consulting organization with over 35 years of experience. We help our clients do more with less by using technology to streamline processes and gain visibility into the data they need to make better decisions.

Our “process-first” approach emphasizes the importance of process improvement before implementing technology solutions such as OnBase, Brainware, the ABBYY intelligent capture platform, and Hyland RPA. We also offer flexible Managed IT Services, where our team of experts can manage, enhance, or expand our clients’ OnBase or ABBYY solutions. To learn more about Naviant, please visit Naviant.com. Process focus. Excellence.

About Reveille Software

Reveille is a leading provider of out-of-the-box monitoring for Enterprise Content Management (ECM) and Robotic Process Automation (RPA) solutions for business IT and MSPs. With a wake-up call to the need for comprehensive visibility into content processes, Reveille has filled the ECM monitoring gap and is trusted by hundreds of organizations worldwide. Reveille’s purpose-built software empowers teams to understand their ECM environment and avoid costly issues, ensuring critical processes keep running.

The company’s solutions are built to monitor and provide early notification for content systems, analyze user activity, and connect ECM visibility to current tools to optimize platforms and maximize productivity. Contact Reveille at https://www.reveillesoftware.com or + 1 877 897 2579 | EXT 1.

Don Griffin Joins Bank of Sun Prairie as AVP Residential Mortgage Lender

FOR IMMEDIATE RELEASE
May 31, 2023

Contact: Jimmy Kauffman, President and CEO,
Chairman of the Board of Directors
Bank of Sun Prairie
608.837.4511 ● jimmy.kauffman@bankofsunprairie.com
www.bankofsunprairie.com

Don Griffin Joins Bank of Sun Prairie as AVP Residential Mortgage Lender
Lender provides customers with expert experience working with specific home goals

Sun Prairie, Wis.— Bank of Sun Prairie welcomes Don Griffin, a 29-year experienced financial services veteran as their new assistant vice president, residential mortgage lender. Since 1994, Griffin has made significant contributions to the banking and mortgage fields.

Griffin graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in finance. Since then, he gained experience managing retail banks and mortgage teams, along with taking the role as a residential mortgage lender since 2012. Now, he has joined Bank of Sun Prairie to further his ability to provide a full financial picture approach for their customers.

“We couldn’t be more excited to welcome Don Griffin to Bank of Sun Prairie’s mortgage team. He is a great addition, bringing in his extensive residential lending experience and strong connections across Dane County.” shared Gabrielle Loeffler, Bank of Sun Prairie’s vice president, residential lending manager. “Don offers customers a personalized experience to match each of their specific home-buying needs.”

Don Griffin is based in the bank’s Grand Avenue branch in Sun Prairie. Bank of Sun Prairie is a locally owned, full-service community bank with $677 million in assets and five branches in Sun Prairie and Cottage Grove, Wis. Its mission is to be trusted advisor for families, businesses and communities offering a complete range of services, while delivering fair returns for stockholders. Member FDIC. Equal Opportunity Lender.

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Fetch to Host Mark Cuban Foundation Artificial Intelligence Boot Camp for Madison Area High School Students

Fetch, Madison’s unicorn tech startup and the nation’s leading rewards app, will host a Mark Cuban Foundation Artificial Intelligence (AI) Bootcamp for high school students at No-Cost in the Fall of 2023. The AI Bootcamp in Madison will be targeted at underserved high school students (9^th-12^th grade) and will introduce these high school students to basic AI concepts and skills. Fetch is one of 28+ host companies selected to host camps across the US in Fall 2023.

The Fetch Bootcamp will be held over four consecutive Saturdays starting on October 14^th and ending on November 4^th. The bootcamp will run each Saturday from 1-5pm CT and if accepted, high school students must commit to attending all 4 sessions. The student and parent application are now open at markcubanai.org/fetchpr. Students do not need any prior experience with computer science, programming, or robotics to apply and attend.

With AI being a relevant topic on many news sources, students will learn what artificial intelligence is and is not, where they already interact with AI in their own lives, and the ethical implications of AI systems including but not limited to TikTok recommendations, smart home assistants, facial recognition, and self-driving cars to name a few. Participants will also learn how Large Language Models like ChatGPT are changing life as we know it by answering questions, telling original stories, and even writing computer code.

Students will benefit from volunteer corporate mentor instructors who are knowledgeable about AI, ML and data science and able to help students quickly understand material normally taught at a collegiate level. As part of the four-hour curriculum, students will work with open source tools each day to build their own AI applications related to Computer Vision, Machine Learning, Natural Language Processing and Generative AI.

The Mark Cuban Foundation provides the bootcamp’s curriculum materials, trains corporate volunteer mentors, and recruits and scores applications for local student selected to attend camp. In addition, the Mark Cuban Foundation and Fetch work together to provide food, transportation, and access to laptops for students at no-cost throughout the duration of Bootcamp.

“It was a lot of fun, I learned things I didn’t even know were possible with A.I. and their real-world applications showed me just how much it will change our world.”
– Brandon B., 10th Grade, 2022 AI Bootcamp Participant

Founded by Mark Cuban in 2019, the AI Bootcamp initiative has hosted no-cost AI bootcamps for students across several US cities, including Dallas, Chicago, Pittsburgh, Detroit, and Atlantic City to name a few. The Mark Cuban Foundation has impacted 900+ students to date and has a goal to increase that number year over year.

Students interested in applying to the Mark Cuban Foundation AI Bootcamp should do so before Friday, September 8th, 2023 at markcubanai.org/fetchpr. To see our 2023 camp locations and to learn more about the Mark Cuban Foundation AI Bootcamps, please visit markcubanai.org/faq.

Great Lakes Roofing Corporation Helps Open Camp Hometown Heroes in Time for Campers

FOR IMMEDIATE RELEASE
May 22, 2023

Contact: Tiff Brennan
(608) 402-6072
tiff@brandhouse.marketing

GLRC Helps Open Camp Hometown Heroes in Time for Campers

Campbellsport, WI – Great Lakes Roofing Corporation (GLRC), a leading provider in commercial and industrial roofing and 2022 Better Business Bureau Torch Award Recipient, served at Camp Hometown Heroes on May 15, 2023, in preparation for the summer camp’s seasonal opening. GLRC’s work honors the families of fallen US military personnel, a cause that is close to their hearts.

Camp Hometown Heroes is a non-profit organization that has been providing a free week-long overnight summer camp for children (aged 7 to 17) of fallen US military personnel for ten years. GLRC celebrates Camp Hometown Heroes’ mission to assist community building among peers, help them process grief, support the healing process, and know they are not alone.

“Many adults shouldering their own grief and new reality find it difficult to also help their kids navigate through. These children, grieving the loss of a parent or sibling, often feel alone in relation to other kids at school. Camp is here to help them realize there is a whole community of kids just like them, but they’re widespread. To achieve Camp’s unique mission, they fly kids in from all over the nation at no cost. This is a mission worth leaning into and supporting any way we can,” said Kris Moran, GLRC Marketing Director.

“We recognize that the loss of a parent is something like no other but the loss of a parent in a tragic and often sudden way is even harder for children to handle and fathom. The Camp Hometown Heroes program is designed to provide recreational programming with an embedded element of trauma-informed support throughout the experience. This includes art therapy, meditation, yoga, effective communicating surrounding grief and so much more. Further, we honor the fallen family members – the service men and women – throughout the week at camp in some very special ways so the kids can fondly remember their loved ones. While there are tears, this is the time in which the campers get to celebrate their loved ones and remember them fondly,” said Liz Braatz, Director of Development, Hometown Heroes, Inc.

Over 85 GLRC staff – from office and production teams – devoted their time cleaning the cabins, fixing roofs, clearing trails, and more, capping off the day with over 30 projects around the camp accomplished in time for the season opener.

“One of the projects that we finished was a rebuild of camp’s outdoor amphitheater seating, President of GLRC, Chris Lampien, recounts. “After removing the old splinter-ridden seats, we leveled all the stones and installed new wooden benches. Finally, we added our logo and signatures to the benches, so in a fun way our whole crew left our mark on camp! It was great to come together as a team to offer tangible support to all future Campers,” says Lampien.

GLRC also brought three pickup trucks full of much needed supplies for the summer camp, which they sourced with the help of their staff, the community, and their generous business partners through a donation drive. Snacks, art supplies and outdoor sporting gear were at the top of Camp’s wish list this year.

“These donated items are so greatly needed and appreciated. Art supplies allow us to conduct our art therapy programming and many of the other donated items, such as sporting gear is costly for our organization. Thanks to your donation, we are able to utilize our resources in other areas, such as flying in the children from other parts of the country to Wisconsin. Every donation to our small organization makes a big difference!” Braatz said.

Volunteering at Camp Hometown Heroes is among the many events that GLRC has planned during 2023 to commemorate its 40th anniversary. Living out their culture of community building, GLRC staff were eager to work together and contribute their time and skills to Camp Hometown Heroes’ mission.

“Everybody was working with smiles on their faces and enjoying the effort that they were putting in. Our office staff worked side-by-side with our production crews and got to know each other personally, which they loved because their daily tasks don’t often overlap. It was not only a great event to support a cause we’re passionate about, but also a great team bonding experience for our employees,” said Moran.

You can help too! Camp Hometown Heroes needs continuous support to carry out their mission. They are currently seeking staff and volunteers to help them run the camp 24 hours a day and fill roles like grief counselors and safety marshals. In addition, they are actively requesting donations and supplies to keep the camp running and fully stocked for their campers.

“Our organization thrives on the kindness of others. Volunteers who cook, clean, can do ground keeping work, laundry and assist in caring for the kids are treasured. Further, we sincerely love the kindness of volunteers who are also veterans. The campers really taking a kinship to those who have served and the veterans also get so much from helping the kids,” said Braatz.

For more information on how to volunteer, please contact Tommy Losch, Camp Program Director at losch@hometownheroes.org or visit camphometownheroes.org.

Headquartered in Germantown, WI, Great Lakes Roofing Corporation (GLRC) is a national award-winning roofing company providing commercial/industrial building owners with the solutions they need to keep their products and people safe. GLRC is celebrating 40 years as a quality roofing contractor that maintains its core values and family culture while providing clients with the safest and best services. GLRC’s mission is to be their clients’ trusted partner and first choice in roofing solutions. Learn more at www.greatlakesroofing.net.

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