Waarde en aanpak van upgrading van uw bedrijfsoplossing k GMI Upgrade Methodology

Transcription

1 Waarde en aanpak van upgrading van uw bedrijfsoplossing k GMI Upgrade Methodology Ludo Van Baelen Director GMI group Luc Van Dyck GMI Upgrade Expert

2 Microsoft Dynamics NAV is a high R&D driven product What has changed from Navision 2.0 to Microsoft Dynamics NAV 2013? Ludo Van Baelen Director GMI group

3 Microsoft Dynamics NAV Long road, great succes! Version 5 NAV 2009 NAV 2013 Version 1 Version 2 Building the character based version on Windows 32 bit Version 3 Multi-dimension enhancements such as multicurrency and multilocation. Extension of application to include a basic CRM system. Version 4 Introduction of Manufacturing, Distribution and Service Management A number of smaller application improvements including item budgets, Outlook Client Integration and Business Analytics (OLAP) Job and Resource module rewritten with better integration to finance and Manufacturing We take a look in the next slides

4 NAV functional and technical improvements over the years Dynamics NAV additions Automated Data Capture Systems Change Log Commerce Gateway Costing (Improved) Cycle Counting Debugger Internal Picks and Put Aways Item Tracking Microsoft Outlook Integration Larger size for C/SIDE Database Payment/Discount Tolerance Reports on Application Server Warehouse Management Systems Windows XP Design XBRL Dynamics NAV additions Business Analytics Business Notification Campaign Pricing Consolidation (Improved) Intercompany Postings Item Budget and Analytics Reports Manufacturing Foundation Navigation (Improved) ODBC Driver (New) Outlook Interface Partial Payment Pre-defined KPIs Setup Checklist Wizard Standard Cost Worksheet Supply Planning XMLport Object Unapply/Reverse Journal Postings Dynamics NAV additions Address Length (Improved) Inventory Costing (Improved) Item Tracking (Improved) Jobs (Improved) Intercompany Purchase Cost Distribution Microsoft Office XML (Style Sheets) Microsoft Outlook Integration (Improved) Rapid Implementation Methodology Record Links to Documents in Microsoft Office SharePoint Server Service Order Handling (Improved) Sales & Purchase Document Approval Windows Live Local Search Dynamics NAV additions Dynamics NAV additions

5 RoleTailored User Experience Web Services New Reporting Functionality New Three-tier Architecture

6 Functional organisation and roles

7 Out-of-box role centers 1. Accounting Manager 2. Accounts Payable Coordinator 3. Accounts Receivable Administrator 4. Bookkeeper 5. Dispatcher - Customer Service 6. IT Manager 7. Machine Operator - Manufacturing Comprehensive 8. Sales Order Processor 9. Outbound Technician - Customer Service 10. President 11. President - Small Business 12. Production Planner 13. Project Manager 14. Purchasing Agent 15. RapidStart Service Implementer 16. Resource Manager 17. Sales Manager 18. Shipping and Receiving - Orderby-Order 19. Shipping and Receiving - Warehouse Management System 20. Shop Supervisor - Manufacturing Comprehensive 21. Shop Supervisor - Manufacturing Foundation 22. Warehouse Worker - Warehouse Management System

8 Role tailored views increase productivity Activities My Lists My Notifications Graphs and Charts Microsoft Outlook interface Navigation Pane Fast Tabs Fact Boxes 8

9 Benchmark Studies Microsoft Dynamics NAV 2009 Task Area Improvement in time to being productive Create a Sales Order (Basic) 33% Create a Sales Order (substitute item) 49% Provide information about an order (with shipments and customer ref #) 23% Check item availability 31% Manage Currencies 27% Change Payment Terms for Customer 16% Manage Bank Accounts 47% Benchmark Average 14 to 22% Source: Benchmark Study on the User Experience of Microsoft Dynamics NAV 5.0 and Microsoft Dynamics NAV 2009, Microsoft

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11 The choice is yours Slide 11

12 What s new for the application user Individual Charts Productivity Time Sheets Filtering enhancements Link sharing Excel Integration Ribbon OneNote integration Call-to options Shortcut keys Financial G/L Entry Table Management Locking redesign Dimension entry storing Cash flow Cost accounting VAT Rate Change Tool VAT Reports Warehouse Inventory management Movements Dedicated bins Integration to Service orders ADCS Supply Chain Assembly Management Planning Parameters Item availability views Calculate & Carry out Setup best practices

13 The web client

14 FW Trusted FW DMZ

15 NAV 2013 NAV Server Windows 8 Professional, Enterprise (64-bit) Windows 7 Professional, Enterprise, Ultimate (64-bit) Windows Server 2012, 2008 R2, 2008 (64-bit) Windows Small Business Server 2011, 2008 (64-bit) NAV SQL Server Microsoft SQL Server 2012 Express, Standard, Enterprise, Business Intelligence (64-bit) Microsoft SQL Server 2008 R2 Express, Workgroup, Standard, Enterprise (64-bit) Microsoft SQL Server 2008 Express, Workgroup, Standard, Enterprise (64-bit)

16 NAV 2013 NAV Portal Framework for Sharepoint Windows Server 2012, 2008 R2, 2008 (64-bit) NAV Client Windows 8 Professional, Enterprise (32-bit or 64-bit) Windows 7 Professional, Enterprise, Ultimate (32-bit or 64- bit) Windows Server 2008, 2008 R2, 2012 (32-bit or 64-bit)

17 ROI thinking is not easy. ROI acting is even harder! But as a Microsoft Dynamics NAV business solution owner it has three wonderful sideeffects: 1. You need to get insight in the functionality of your product. 2. You need to get insight in your business operations. Upgrading What is an upgrade? ROI-thinking and acting 3. You must be driven for efficiency and productivity improvement; which means to be ready for change. Ludo Van Baelen Director GMI group

18 What is a NAV upgrade? Upgrading means moving your NAV business solution to a new release of the software having the objective to create value. During a project, value creation means ROI-thinking and -acting between you (customer) and us (GMI) and must result in gaining benefits from improved functional and technical capabilities of the NAV software. By consequence business processes/functions have to become more efficient and optimized.

19 What is a NAV upgrade? This efficiency increase is equal to productivity improvement and must result in: Working Capital Improvement (WCI) Labor Productivity Increase (LPI) Error Probability Decrease (EPD) Customer Satisfaction Increase (CSI) IT platform Consolidation (ITC) and finaly in total business control, margin increase en growth.

20 A GMI NAV upgrade helps you to unlock your full business potential Evaluating an NAV upgrade, GMI offers the opportunity to look through the eyes of the GMI 4D Solution Concept This concept leverages productivity improvement integrating CRM, ECM and BI with NAV (ERP backbone) and creates value for your business: through efficient business processes working effectively with your customers and other relations optimizing your document and workflow and collaboration between resources maximizing your information provisioning (get insight)

21 Full Upgrade From a technical point of view Solution Upgrade Technical Upgrade Application Upgrade Note Solely a so called technical upgrade to NAV 2013 is not possible! Code Upgrade Object Transformation Data Upgrade Add-On Upgrade

22 GMI Upgrade Methodology Ludo Van Baelen Director GMI group Luc Van Dyck GMI Upgrade Expert Analysis and Planning Code Upgrade Object Transformation Data Upgrade Going Live

23 GMI Detailed Upgrade Workflow Analysis & Design Development Deployment & Operation Project Analysis and Planning Code Upgrade Object Transformation Data Upgrade Go Live Gather Business Requirements Upgrade ISV Solutions Form Transformation Trial Data Upgrade Prepare the Pre-production Environment Conduct Solution Overview Upgrade Customizations Report Transformation Test Data Upgrade Results Conduct End-User Training Source Solution Analysis Conduct Fit Gap Analysis Test the Code Upgrade Dataport/XMLPort Transformation Updating C/AL Code Pre-production Data Upgrade Acceptance Testing Define the Project Scope Define Upgrade Test Strategy Plan Upgrade Workflow based on Analysis Prepare Environments for the Upgrade MenuSuite Transformation Role Center Creation Object Transformation Testing Live Data Upgrade Project Closure

24 According to the GMI Upgrade Methodology an upgrade project starts with the diagnosis and analysis of the source solution that is to be upgraded and planning of the activities that the project team will perform. It is one of the most important phases in the upgrade process, as correct planning, identification and scoping of business processes and related functionality - all against the backdrop of productivity improvement - ensure a much greater chance of success for the project. Analysis and Planning Define requirements and scope for the upgrade Plan the upgrade sequence and workflow Prepare environments for the upgrade Luc Van Dyck GMI Upgrade Expert

25 Defining requirements and scope Things to consider: Upgrade goal and customer s expectations Customizations in the source solution Detailed scope for existing object customizations and data to be upgraded Solution design change specifications Upgrade versus new implementation Target build version Add-On solutions used by the customer Integration between the customer s solution and other applications Interface requirements Size and type of the database Analyze the impact of customizations Investigate the company s business processes Determine the approach to upgrading Add- Ons Review existing documentation Benchmark the solution and decide on optimization Source Solution Analysis Determine functionality and data which is/is not needed

26 Defining the project scope (upgrade scenarios) Standard upgrade Customer Solution Optimized upgrade New Dynamics version released from Microsoft All the customizations moved to the new version X X X X Solution (standard object modifications) Microsoft Dynamics NAV standard Microsoft Dynamics NAV New version Verification workshop, to define which customizations should be upgraded to a new version of Dynamics Only defined customizations moved to the new version LightTouch customization restructuring for easy future solution maintenance and upgrades

27 Defining the project scope (upgrade scenarios) Upgrading customizations to Microsoft Dynamics NAV 2009 SP1 Only for Classic client Transformation for RoleTailored client For Classic client + Transformation for RoleTailored client

28 Defining the project scope (upgrade scenarios) Upgrading customizations to Microsoft Dynamics NAV 2013 Only for Classic client Transformation for RoleTailored client For Classic client + Transformation for RoleTailored client

29 Plan upgrade workflow Analysis and Design Development Deployment and Operation Create the Work Breakdown Structure, define roles, evaluate the timeframe, identify risks, plan communication, define the change management procedures, and prepare the Upgrade Project Plan Plan environmental setup, code upgrade, and additional development, if needed; plan testing and bug fixing Plan object transformation and transformation testing Plan trial data upgrade and testing data upgrade results Create the appropriate documentation Plan installation and configuration Plan pre-production and live data upgrade, with additional settings Plan acceptance testing Conduct user training Plan project closure, sign-off, post mortem, and support

30 Preparing IT environments Development Microsoft Dynamics NAV 2013 Microsoft SQL Server Upgrade tools: o Developer s Toolkit o Transformation Tool o Upgrade Toolkit Upgraded developer s license A restored and tested backup of the customer s database with a SUPER user login/password Testing Separate instances of Microsoft Dynamics NAV: Source version with clear database Source version with customer s database Target version with clear database Target version with customer s database SUPER user login/password in all databases

31 Code Upgrade Code Upgrade Workflow Luc Van Dyck GMI Upgrade Expert

32 Code Upgrade Workflow Add-On Upgrade Upgrading Customizations Code Optimization Code Upgrade Testing

33 Object Transformation Tackling the evolution of the NAV-object model structure Form transformation Report transformation Dataport transformation MenuSuite transformation Object transformation testing Luc Van Dyck GMI Upgrade Expert

34 Tackling the evolution of the NAV-object model structure Navision 3.70 (or Lower) Tables Forms Reports Dataports Codeunits Microsoft Dynamics NAV 2009 SP1 Tables Forms Reports Dataports Codeunits Pages XMLPorts MenuSuites Microsoft Dynamics NAV 2013 Tables Reports Codeunits Pages XMLPorts MenuSuites Query

35 Form transformation to Pages for RTC Form Transformation Creating pages from scratch (1) Transformation using the Transformation Tool Use the tool exclusively to create pages with required layout and functionality (2) Use the tool once, then finalize the page in Page Designer (3)

36 Form transformation to Pages for RTC (1) No upgrade Building Role Centers from scratch Configurable elements of a Role Center page: Navigation pane FactBoxes Home parts Lists Task Pages Action menu Reports menu

37 Form transformation to Pages for RTC (2) Upgrade Forms to Pages with no modifications

38 Form transformation to Pages for RTC (3) Upgrade Forms to Pages with RTC modifications

39 Form transformation obstacles Some controls and triggers are no longer supported Some forms must be replaced with alternative forms before transformation Some code becomes obsolete RTC manages the layout dynamically

40 Report Features in MS Dynamics NAV 2013 Graphical output Pictures, Charts, Graphs Custom objects Interactive capabilities Expand/Contract to show/hide line details Change sorting on single or multiple columns Hyperlinks to pages and reports Export to Microsoft Office Excel and Word, PDF format Document Map feature Install Report Tracking Tool!

41 Dataport transformation Microsoft Business Solutions- Navision 5.01 or Lower Dataports XMLports Microsoft Dynamics NAV 2009 SP1 Dataports XMLports Microsoft Dynamics NAV 2013 XMLports Files to be imported/exported can be stored on server, or on client: requires different coding

42 MenuSuite transformation Microsoft Business Solutions- Navision 3.70 or Lower Microsoft Dynamics NAV 4.0 & 5.0 Microsoft Dynamics NAV 2013

45 MenuSuite transformation Microsoft Business Solutions- Navision 3.70 or Lower Microsoft Dynamics NAV 4.0 & 5.0 Microsoft Dynamics NAV 2013 Navigation forms MenuSuites Role Center Pages MenuSuites (Departments)

46 Object transformation testing Functional Testing Testing of transformed objects Pages Reports XMLports MenuSuites Query Page layout and controls Keyboard shortcuts Menu items Promoted actions Request page + Layout Functionality Departments & Role Centers

47 Data Upgrade Data Upgrade Workflow Migrating to SQL Server Testing Data Upgrade Results Luc Van Dyck GMI Upgrade Expert

48 Data Upgrade Workflow Development Deployment Trial Data Upgrade Pre-production Data Upgrade Live Data Upgrade Customized Upgrade Toolkit objects Step-by-step data upgrade script

49 Migrating to MS SQL Server Microsoft Dynamics NAV 2009 SP1 or lower Choise of database Microsoft Dynamics NAV 2013 No choise of database Native SQL SQL Verify & correct data prior to SQL migration

50 Going Live Preparing the pre-production environment End-user training Pre-production data upgrade Security in the role tailored environment Acceptance testing Live data upgrade Luc Van Dyck GMI Upgrade Expert

51 Preparing the pre-production environment 1. Install the required software Installation & Configuration Guide 2. Install and configure Microsoft Dynamics NAV 2013 components 3. Verify the environment configuration

52 Pre-production data upgrade Making a copy of the latest production database to the pre-production environment Pre-production upgrading Setting up security in the role tailored environment

53 End-user training

54 Acceptance testing Classic Client RoleTailored Client Acceptance Testing Functional testing Performance and stress testing Integration testing End-to-end scenario testing Verify that all business processes can be performed Demonstrate that the system performs well and validate scalability and reliability Verify communication between the systems Ensure that overall process flows as expected

55 Live data upgrade Scheduling Perform during a weekend Lock out users before upgrading and connect them back when the system is available Carefully plan user cut-off not too early and not too late Resources Customer s personnel or project team On-site or off-site A well-configured and tested preproduction environment can become the target production environment Prepare strategies to eliminate risks Have sufficient hardware Make copies of databases Mind the time for rolling back Disaster Recovery Plan

56 Diagnostic Intake and Upgrade Budget Estimation Approach Budget items for each phase of the upgrade workflow Diagnostic Analysis Design Development Deployment Operation Ludo Van Baelen Director GMI group

57 Approach The GMI account manager performes the Diagnostic Intake: Quick round-up about the GMI Upgrade Methodology High-level determination of the upgrade requirements and scope Using the GMI Upgrade Questionnaire The GMI account manager works-out: A global project planning A budget estimation An upgrade proposal

58 Budget Item Analysis & Design Phase Scope determination and estimating the upgrade budget for 1. Detailed source solution analysis 2. Role assessment workshop 3. Preparation of the upgrade environment

59 Budget Item Development Phase Scope determination and estimating the upgrade budget for 1. Code upgrade a. ISV solution upgrade (Add-On) b. Customization upgrade c. Code optimization d. Code upgrade testing 2. Object transformating (RTC) a. Form transformation b. Report transformationg c. Dataport transformation d. MenuSuite transformation 3. Data upgrade b. Trial data upgrade c. Data upgrade testing Use of the Upgrade Information Template making it possible to collect with as little information as possible what is needed for a code, object and data upgrade.

60 Budget Item Go-Live Scope determination and estimating the upgrade budget for 1. Preparation of the pre-production environment a. Installation and configuration of all required software b. Pre-production data upgrade c. MS SQL Server migration 2. End user training a. Microsoft Dynamics NAV 2013 Introduction b. Microsoft Dynamics NAV 2013 Introduction RTC c. Functional Trainings (Finance, Logistics, Service Management,...) 3. Data upgrade a. Acceptance testing b. Live data upgrade 4. Go-Live support