ISV Talks
ISV Talks
Scantastic Simplicity: Tasklet’s Mobile WMS for Dynamics
Warehouses don’t need more screens. They need faster hands, fewer errors, and tools people actually like using. We sit down with Tasklet’s Bob McAdam and Ed Willoughby to unpack how a “super simple” mobile WMS turns Business Central and F&O warehouse logic into guided work on a handheld scanner, from receiving to put‑away, pick, pack, and ship.
We trace Tasklet’s roots back to the home of Navision in Denmark and explore why staying laser‑focused on the warehouse beats chasing features outside the four walls. Bob explains how thousands of customers across 50+ countries rely on a tightly integrated barcode scanning app that snaps into Microsoft Dynamics. Ed brings the story to life with a multi‑site customer who left paper-and-pen behind, met tough big box EDI requirements, and even tailored pick‑pack‑ship flows themselves using Tasklet University and the knowledge base—no vendor project required.
You’ll hear what’s shipping now and what’s next: license plating for complex handling, alignment with Microsoft’s QA features, scale integrations, and a new path into Acumatica to meet growing cloud demand. We also dig into the channel reality—partners balancing on‑prem support with cloud momentum, competing with other ERPs, and simplifying the ISV stack. Tasklet’s strategy is pragmatic: one mobile app, deep ERP integration, curated partnerships for shipping, manufacturing, and EDI, and responsive support across time zones so projects go live cleanly and keep running smoothly.
If inventory sits on your balance sheet, this conversation shows how a clear UX and a strong ecosystem can cut picking time, reduce mistakes, and speed adoption on the warehouse floor. Enjoyed the episode? Follow the show, share it with a colleague, and leave a quick review so more operators and partners can find it.
Welcome everyone to this episode of ISV Talks. I'm Carol Livingston, your host of ISV Talks and the owner of Dynamics Connections. And on our episode today, we have Bob McCadam and Ed Willoughby from Tasslet. Welcome, guys.
SPEAKER_02:Thanks, Carol. Thanks for having us. Thank you, Kenny.
SPEAKER_01:Yeah, thanks for joining today. I'm really excited to have you guys. This is the first time I've worked with you in our program. And so I'm really excited to hear about TASLIT. So why don't we start with Bob and Ed? Why don't you introduce yourselves? Tell us a little bit about yourself and how long you've been with Tasslet. So, Ed, do you want to start?
SPEAKER_00:Sure. Yeah, I'd love to. Yeah, as Carol already mentioned, I'm Ed Willoughby, head of US sales for uh for TASIT Factory. I've been at the company for just over four years now and started off in customer success, kind of went to uh went to the new biz side and now yeah, working with our team over here in the US, probably been in the channel for seven or eight years. Used used to work for another Danish ISV before this one. Not quite sure how I manage that, but yeah, now now it's a niche I'm going for, I guess. But yeah, it's been great. And yeah, just been really enjoying being in the channel on this side.
SPEAKER_01:Yeah, and and you don't sound like you're Danish. So are you from someplace in Europe?
SPEAKER_00:Definitely, definitely not Danish, yeah. But I think maybe it's the European connection that helps. No, so originally, yeah, from from London, England, but I think my whole professional working career has uh pretty much been in the States. So I've been here since 2011 and yeah, Florida for the last seven or eight years, cornering the market on Danish ISVs, trying to break into the US, I guess.
SPEAKER_01:Perfect. Okay, Bob, you want to introduce yourself?
SPEAKER_02:Sure, Carol. I'm Bob McAdam. I'm head of strategic partnerships here at Tasclit. I work in the Tampa office with Ed. That's our U.S. office here in North America. While I've been in this channel for what seems like ever, I've been with Tascit about a year and a half, April 24. So my job is to talk to North American partners, many of whom I've been working with or for for a long time, and to get them to figure out all the good stuff we're cooking up here at Tasclet when it comes to mobile warehouse management. It's been a lot of fun. And and the Danes have a nice footprint over in in Europe, and we're trying to replicate that. Ed and I and the rest of us over here.
SPEAKER_01:Awesome. Yeah, yeah. So, Bob, do you want to tell us a little bit about the company?
SPEAKER_02:Sure. Tasclit is a company that's based in northern Denmark, okay, the home of Navision. And our founder and CEO, Peter List, is an old Navision developer. I mean, I shouldn't say old, he's quite a bit younger than I am. But I mean, he's been around the Nevision space a long time, as have many of our colleagues. So Peter is still the owner and CEO today, and he's not bored with our super simple mentality around mobile warehouse management. We integrate to Dynamics NAV and Business Central as well as Dynamics 365 F and O or Dynamics AX. Okay, so the company has almost 2,000 customers now in over 50 countries and a partner channel that is approaching 500 reseller partners. So Tasklet has was founded in 2008 by Peter and it has a long history. Someone like me is just getting up to speed, really, on all the things that Tasclit's offerings provide. But the footprint in Europe is really, really strong. And now Ed and I and our colleagues in Tampa are working diligently to grow that footprint over here in North America.
SPEAKER_01:Yeah, so you're not, I mean, you're new to us in North America, but you're not new. Yeah. Right.
SPEAKER_02:That's exactly right. So I've worked with a lot of partners over the years. I've been a GP partner myself a couple of times for probably like 10 plus years as an implementer. And so, and and as a lot of our friends have been in this channel a long time. So we're working diligently to introduce them to Tasklet, show all the quality, tech, and good stuff and support that we provide and get them and their prospects together to make inventory much more manageable and efficient.
SPEAKER_01:Great. There are any industries. So you talked about the ERPs, but how about industries? Is there any specializations or verticals that you work with?
SPEAKER_02:I wouldn't say that we have an industry focus necessarily, right? We are focused on the warehouse. Peter wants to stay focused on the warehouse. So we're not doing invoicing or reporting or any of that sort of thing. He wants to be really, really good at being in the warehouse. And so anyone who has inventory on their balance sheet, and let's face it, inventory is often the largest item on a company's balance sheet can benefit from our offering. So if you're running BC or F and O or looking to do those, or you're on you're on either one of their on-premises predecessors, say that 10 times fast. Um, we can help you with our inventory. Inventory is important, and and Peter wants to make sure that those working in a warehouse for our customers are having the best, easiest, or what he often says, super simple experience with our device and mobility in a warehouse.
SPEAKER_00:And I'll tell you what, I'll tack onto that as well. Because I think the the beauty of our software here is that we work with healthcare, right? We work with retail, we work with wholesale, we work within manufacturing, but business central itself and the vision are very malleable, right? They're very flexible to fit the needs of lots of different operations and requirements. And Tarslett really is just tying into what's built within the warehouse module for the most part. And then loads of those different industries are able to work with our tool. As Bob mentioned, if you uh if you have inventory and you need to uh need to manage it, yeah, we're we're usually a good fit and work with companies doing lots of different things.
SPEAKER_01:So can you kind of describe a kind of a basic description of what your product does, what are your unique features, kind of a little bit deeper dive there?
SPEAKER_00:Yeah, so I think this is we really try and keep things simple at Tarslit. Okay, so this is probably kind of an easy question for me to answer, and Bob kind of touched on it too, in terms of yeah, sort of working within that sort of warehouse module. Honestly, we are the most powerful, versatile, intuitive barcode scanning solution on the market. Okay, so we're a warehouse management tool. Doesn't matter if you guys have something from the like you can see or maybe you can't see behind me, but some giant warehouse operations with racks and bins down to little retail stores. Yeah, we can we can usually provide a lot of value within those walls there. So everything from simply receiving goods and making sure that you can put away and pick them to everything in between, managing managing those whole warehouse operations. So we really focus on on our UI to make sure that users can get through the processes really easily and it's easy for our partners to implement as well.
SPEAKER_01:So yeah, so does is it integrated? Is it standalone? How does it work with Business Central or one of the ERPs?
SPEAKER_00:Completely integrated. So yeah, it's a good question because I think there's a lot of companies out there that have maybe hundreds of different integrations. And we have been working solely within the Microsoft space, yeah, it's a tide integration with that product, and that's kind of what allows us to sort of snap in to that, use our sort of task lit template that's been designed off of hundreds of different customer implementations and partner feedback, and just snaps into that setup within the warehouse module and yeah, allows people to uh carry out their tasks in a very visual manner.
SPEAKER_01:So so basically it kind of snaps in on top of out-of-the-box business central functionality.
SPEAKER_02:Okay, the partner's responsible for managing the warehouse management piece, right? The configuration that they would do, like all the other modules in BC or FNO. And then we come in and all that functionality is shown on the device. So you can do what you need to do with inventory right on the handheld.
SPEAKER_01:Okay, gotcha. I love that. Hey, uh, so maybe kind of give us a use case scenario or customer success story where tasks that really help bring value and help the customer.
SPEAKER_00:Yeah. I mean, we there's obviously quite a few out there, but the the one that comes to mind is such a kind of a recent implementation we've done with a customer who's, yeah, they were kind of struggling with, but maybe bouncing around, a few different other WMS choices. A lot of people now have moved on to digitizing the warehouse, but they've been on paper and pen for years, which is always it's time consuming, right? It's error prone. And you'd be surprised. I mean, this customer has, I think, two warehouses in in Columbus, Ohio, one in New Mexico, one in California, and they're dealing with EDI requirements from from Walmart, from Lowe's, from Home Depot, and all the big box retailers you can imagine. I mean, you see the EDI requirements, and it's 130 pages of all of these different details that you need to be able to adhere to. And uh, I mean, that's quite a challenge, right? And that's difficult to to kind of work with. And one of the things that was really uh great about working with this customer and hearing about some of these requirements and our software and business central was to understand as they I think they moved to BC Cloud and have been working with their, I won't name them, but the the hardest or the most difficult requirements there are in pretty much every yeah every state and region in America. And a paper and pen, the lift to go to a digital solution can be really difficult sometimes, right? And user adoption is one of the main killers of technology projects being adopted. So to hear that not only were they able to bend our tool and business central to fit these very specific requirements was was great to hear, and knowing that they'd kind of struggled with it maybe with other solutions, but also they'd actually gone out and done this themselves. So I'm embarrassed to admit, but I got on a call with them one time and I was checking in how the project was going, blah blah blah. And they told me that they'd actually changed uh components of our pick pack and ship functionality to fit these very specific requirements. And they yeah, they'd done this by going through the service desk, they'd done this by going to the knowledge base, they'd taken the information they needed from TAS University and just gone out and built it. And to hear them to do that, I mean, good on them, but also made me feel great that we got a solution that they were able to do that, right? And then when they go and put it on the warehouse floor, and the guy had just messaged me a couple weeks ago to say that they've been doing paper and pen for um teen years, and they went through their picks with a couple of these big box stores, and they got through them in the day and with minimal questions. And yeah, it's just kind of great to hear about some of the things as a salesperson we talk about, hearing when the customers experience them too is yeah, great to understand.
SPEAKER_02:So yeah, no help from us, no help from their reseller partner. They were able to make these changes on their own with our offerings. I mean, that in and of itself was tremendous to hear.
SPEAKER_01:That's great. I'd like I'm kind of curious, just changing yours about like what are some of the new things that TASLA is looking to introduce to help clients and add value.
SPEAKER_02:Well, I can add one new thing. So we haven't spent a lot of time talking about it yet, but we will when we get into the new year, and that is an integration to Acumatica. Okay. Tasklit has been in the Microsoft dynamic space, like we said earlier, since 2008. I can tell you in my first year here, I went to Denmark on several occasions. I met all the developers that are working in our office, and we have quite a few, right? We have a team that works solely with BC, we have a team that works solely with FNO, and we have another team that works with the code directly on the device. So we have a lot of talented people over there. I could brag on them for a long time. And I said to Peter, like, these these folks are too talented to just stay within one ecosystem. Granted, the Microsoft ecosystem is big, right? But but why can't we put our hands in more pots and and leverage all this development talent in more than one place? So the first place we thought of and looked at was Acumatica, and in 2026, we'll be integrating to that ecosystem. It's a growing ecosystem, this as well as I do. They're doing quite nicely. There's a lot of partners that we're all familiar with, reseller partners that offer Acumatica as a solution. So, and I feel like looking at the competitors in WMS over there, we can be impactful in that space on day one. So I'm anxious to get started there.
SPEAKER_01:Yeah, that makes sense. If clients are going to the cloud, it's nice to have some options and you can be both dynamics and then move to and migrate to a cloud ERP. Yeah, that's great. So, what what else are you doing? I know you guys also work with other partners and ISVs. Can you tell us a little bit about some other things that you're looking to introduce or other partnerships that you have that are in helping add value to customers and partners?
SPEAKER_00:Yeah, of course. So, I mean, on the kind of the target solution side, we're really excited about that this license plating feature that we have kind of rolling out over. There's a little bit out there in the market, but there's there's some more to come. And we've got, I mean, we're always looking to develop the solution, right? And keep pace with what's being released from Microsoft. So I know they've got some features coming out around QA, and we're going to be working with some some introducing some scale integration to the solution as well. But the nice thing about TASLIT as well, I think we really try to be a master of one of the warehouse. We've got one solution, one application for all your kind of warehouse needs, but we know people need things around it, right? And we're talking about shipping here. We know that base BC offers a lot of functionality, but we know that people are looking for more in the maybe manufacturing space as well. So we have partnerships. Uh one of our solution partners, for example, Yavion, who we're working with to provide a little bit more advanced functionality to BC, but also we're cherry-picking, or those above me have cherry-picked some of the apps that we can actually use from the solution itself as well. So not just advancing BC. And we have a we have quite a few of these partnerships now to try and help customers really fill the gaps. Fennec would be a great example as well of someone who's really has already used our products with a number of customers to help with uh consuming items during the production runs and in the manufacturing space to shipping. And so, yeah, we've there's a few out there we're already working with and excited about kind of adding in more EDIs and other another important one that kind of comes to mind. So those things are important.
SPEAKER_01:Yeah, exactly. And I like that you're adding relationships instead of trying to build it yourself, right? Like, why try to reinvent the wheel here? Let's partner. I love that.
SPEAKER_02:And we all know that the Microsoft marketplace, formerly known as App Source, is filled with applications, new ones all the time. Right. Can't possibly keep up with everything that's in there. So if they know that certain ISVs are working together, like Task and the Avion, to make their integration seamless, that's one less thing they're gonna have to worry about when they recommend us together for a business.
SPEAKER_01:Hey, it is so nice to bring ISVs that work well together already. Either you can answer this question or both is any observations about the channel? Like what challenges do you see that partners or customers are having and kind of what's your perspective on where we're at in the channel?
SPEAKER_02:Okay, I can jump on that first. So, because I've been in this partner channel a long time. And let's face it, being a Microsoft partner now versus say even five or 10 years ago has changed dramatically, right? The revenue streams have changed dramatically, the licensing model. If you've been doing on-prem work for a long time, especially GP partners, things are changing incredibly fast, and you need to pivot. You got to support your GP customers, many of whom don't necessarily want to go anywhere right away, right? They've got four more years to worry about, end of life. At the same time, you've got to get your team up to speed on BC or F and O and Power Platform and co-pilot. And Microsoft's knocking on everybody's door, trying to make sure that they're co-pilot experts as of yesterday, right? So being a partner in this channel is really, really challenging. Not that it wasn't challenging before, but I feel like things are just moving faster. And that's where most of the challenges are coming in with trying to stay current on what's current, which doesn't really stay that way for long, and then also support your longtime customers whose businesses you help grow for years and years. And maybe they're not prepared to make any journeys to the cloud just yet, despite the pressure that Microsoft continues to bring to bear on partners, both large and the small ones that we've known for years that still run a good business and the customers trust them.
SPEAKER_01:Yeah, supporting them. And what are your thoughts about kind of challenges that partners are facing and kind of the marketplace and where it's going?
SPEAKER_00:Yeah, I mean, I think a lot of times, I don't know, maybe maybe I'm just being uh ego driven here, or but I think about things a lot of times from the tar slip perspective. I'm kind of plugged into my partners and helping them trying to sell our solution and find the right people to fit it within. So a couple things. I think I know that, for example, maybe on a more Microsoft standpoint, one of the things that I see a lot more over the last couple of years as we're sort of starting to get bigger in the market is the competition against the other ERP applications out there, right? So, how do we help our partners to sell against the net suites, the N4s who have a very different, very different model and being newer into the channel and myself and also even working from what the other ISV had worked for before, yeah, I hadn't seen and gone up against a lot of those other ERP applications. Um so really working with our partners to kind of help them compete, right? And kind of sell it all as one, I think is an important challenge they have to overcome. As I think, I think sometimes that's been a bit of a stick to beat beat Microsoft with is okay, it's flexible, it's great, but the the ISV stuff is kind of sold as like, oh, it's confusing, it's complicated. So how we help them and the customer to understand that it's really not and how much value it's adding is huge. And then I think just keeping up to date as warehouse operations digitize, right? They go from paper and pen. Now we're talking about we got Amazon's got drones flying in and out. We've there's all sorts of technology that you can use trying to figure out whether it's RFID technology or and for tasslit, how we there's always going to be a place for tasklet. It's just how we fit in with a lot of these other technology aspects is I mean, it's interesting. It's a it's a kind of a fun challenge to have. But that's definitely something that's becoming as things kind of improve and modernize, right? How do you how you adapt and where you find the right fits? Kind of it's another challenge that comes with it.
SPEAKER_01:Yeah, definitely. So just kind of in conclusion, kind of wrapping this up. So, what what's the one reason that you would see what why should people come talk to you about TASLIT? Bob, you want to start with that?
SPEAKER_02:Wow, the reasons are so numerous, and you only want okay. We have a really excellent reputation in the space, right? Taking nothing away from our competitors. Yeah, we have really good offerings, really great tech, really smart developers. And not only do we offer that and seamless integration, but our willingness to support our partners and our customers, like customers who need help using the product or have a problem during, say, an inventory count, need our help. We have a great delivery team. We have a great delivery team in Denmark, we have a great delivery team in the United States, and soon we'll have delivery resources in Australia and New Zealand. We've got a couple of folks ramping up down under. So really offerings in 24 time zones sooner than later. That's the goal. But we're also in to help partners as well, right? Partners are going to grow, help us grow our business better than anybody else. And partnerships are super important. And Ed and I are working on stuff like that every day. So, of course, end user support's important, but support for partners who are bringing prospects to the table, they need questions answered. Right. Maybe they maybe they just don't aren't up to snuff on all the things that they need to know about task. We're here to support them as well. If they need to call us or get a hold of us, they can do so on three continents. So we're all about supporting our products and making sure the end user experience for the customer as well as the partner is top-notch. And that's really one big reason why customers and partners are coming to talk to us because they know we're reliable. That's huge.
SPEAKER_01:Yeah. So what do you what do you see as kind of why would people want to work with TASLIT, Ed?
SPEAKER_00:Yeah, I mean, honestly, I I love uh a lot of what Bob's just said there. Maybe I'll sort of uh hone in a little bit more kind of on the solution and and honestly why why we started as a company. So I mentioned earlier, I think that we're we're known for our UI. I think sometimes people can kind of think, okay, UI, everyone says it's easy to use, but that is the reason why our CEO, founder, started this project back in 2008. And I think that's a a lot of the reason why people come back to us is because we're all about trying to keep things simple, whether it's for our partners, whether it's for our customers, get people through their processes, get them through their day job, right, in the easiest and simplest manner. And we've really spent a lot of time on the tech behind how we help the partners to implement this thing and make it easy, how we support it, but also the actual the interface itself, right? So it's it's not just pretty for the sake of being pretty, yeah, with guardrails, with visual prompts. We're really trying to make things trying to make the users love it, right? And ultimately, if the users can pick it up without any training, they can take it down to a warehouse floor, get through a process that was painstaking for them, and now they can get through it in a minimal amount of time without the errors, without the uh yeah, without the kind of the laborious entry and problems with pick tickets and things like that. Um typically you're you're onto a winner there. And that's why, and Bob's mentioned we've got partners with 50, 60, 70 uh customers underneath them, because they know that it's gonna work, and when they go stick this in the hands of a an end user, they're gonna be able to pick it up and run with it. And then I think that's huge.
SPEAKER_02:Yeah, super simple. That's what Peter says all the time in the office. Super simple, and that's exactly what the solution is.
SPEAKER_01:Yeah, so that's scantastic.
SPEAKER_02:Boy, you sound good saying that, Carol. I know had to squeeze it in there, right? That's right.
SPEAKER_01:Yeah, so is there any last thoughts, anything that we didn't cover you want to mention, any words of wisdom?
SPEAKER_02:Well, wow, we we're doing a lot with events, right? Dynamics on Summit, partner events, some of these roadshows and regional events. So we're trying to get out there to a meet prospects and show them what we can deliver right there at the table, and also meet with partners and give them the confidence that we can support them when they bring prospects to the table and that our partner program is a good one and that they're gonna want to be a part of it. So we're out there showing our faces as much as we can so that the people in North America will know the tasklet name as well as they know it over in Europe.
SPEAKER_01:No, I think that's great. You guys have spent a lot of time attending shows and conferences, roadshows, you know, regional user group meetups. So I know you're you're trying to get out and be available and be visible, and that helps, right? And people know you personally and know about you and your solutions. So that's great. Well, thank you everyone for joining today. I appreciate you being on our ISV episode today, Ed and Bob.
SPEAKER_02:You bet, Carol. Thanks for inviting us.
SPEAKER_00:Yeah, thank you so much. Honestly, it's been been great to talk about taslip for uh 30 or so minutes. So of course we uh would enjoy that. And if you guys do have any more questions or you want to reach out, as you can see here, Ed Willoughby at ed at tasklet, or I should maybe say taskletfactory.com. Yeah, feel free to reach out anytime and be happy to yeah, talk about yeah, maybe partnerships and how everything works, however you guys see fit. We are available.
SPEAKER_01:Yeah, or catch on some of the events coming up here in the future. You probably will find them.
SPEAKER_02:Oh, yeah. No doubt. We are we are covering the landscape in North America as best we can and elsewhere too.
SPEAKER_01:Right. So find them and talk to them about their easy to use, scantastic warehouse mobile warehouse solution. So all right, well, thank you guys for being on our call today, and everyone will see you at the next episode of ISV Talks. Bye bye, friends.