MetaOption, L.L.C. Implementing ERP Using Microsoft Dynamics Navision

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1 MetaOption, L.L.C. Implementing ERP Using Microsoft Dynamics Navision Why Implement Microsoft Dynamics Navision (ERP)?

2 Table of Content Serial Number Particulars Page 1 Introduction Why Implement Microsoft Dynamics Navision (ERP)? Designed for SME Cost and Time Mature Products. Database.. Manufacturing.. Integration Cloud Computing. Capabilities.. Modules. Integration with SharePoint Business Pain points that (Microsoft Dynamics Navision) 3 4 Determining Whether Microsoft Dynamics Navision is right 4 selection for client 5 Microsoft Dynamics Navision Does have 4 6 Extensive customization capabilities 4 7 Thinking about the budget of Client 4 8 What do you need your accounting software to do? 5 9 Microsoft Dynamics Navision Does not have 5 10 ERP Scope & Budget 6 1 Why Implement Microsoft Dynamics Navision (ERP)?

3 Introduction This document is designed to assist our clients with the following ERP questions: 1) Why implement an ERP application? ) Why implement Microsoft Dynamics Navision (ERP)? And 3) What are the business pain points that suggest it s time for implementing an ERP application? Why Implement Microsoft Dynamics Navision (ERP)? Designed for SME - Microsoft Dynamics Navision is specially designed for SME (Small and Medium Size Enterprises). It fulfils all basic requirements and needs of SME. Cost and time It is the key area for any SME (Small and Medium Size Enterprises). They are more concern about cost and time for ERP software Implementation. Microsoft Dynamics Navision standard implementation takes lesser time as compare to other branded ERP for SME. But for rich implementation organization has to pay a lot because customization is expensive in Microsoft Dynamics Navision. Customization required so many changes that require some man hours. Putting man hours in any work will increase the project budget. This is also an added advantage because business functionalities can be added as when required in due course of time. Mature products - Microsoft Dynamics Navision should be considered as mature products. It has more than 10 years of successful presence in the ERP market. Navision Software was Denmark based Software Development Company which was bought by Microsoft in the beginning of 1st century. Navision has a strong presence in the US market and Europe market. Now they are very aggressive for Asia market and Gulf market. Database - Microsoft Dynamics Navision has a native SQL platform and it is available on MS SQL Server. SQL will give you more integration and reporting option. You can also use Crystal reports. Navision integration with UNIX, Linux and Oracle gives the smart features to the software. SQL reporting services is also an added advantage. Manufacturing - Manufacturing is the strength of Microsoft Dynamics Navision. It has strong MRP and production. In any ERP, manufacturing module implementation is a critical issue. Integration - Microsoft Dynamics Navision is exposed through web portal, plus it is integrated with Microsoft CRM. Navision has its own proprietary language C/Side. Microsoft recommends MS SQL Server as the database platform. The future customization directions will be focused on XML web services and developers will be deploying on Microsoft Visual Studio.Net. Cloud Computing - Microsoft Dynamics Navision 009 R version has the capability to be hosted on cloud. Capabilities - Microsoft Dynamics Navision takes care of every aspect involved in making your business growing and profitable. It claims to be suitable for any small or mid-size organization, no matter its field of activity or the industry in which it activates. Even niche companies can enjoy the benefits of Microsoft Dynamics Navision. All the functions of your Why Implement Microsoft Dynamics Navision (ERP)?

4 business are brought together in order to make employees and processes a lot more effective and efficient. An integrated system covers everything: financial management manufacturing, sales, marketing, supply chain management, human resources management, project management and services management. With Microsoft Dynamics Navision it is possible to anticipate the demand, to plan the necessary materials, to plan the production and to calculate the costs in advance. It comes with a separate distribution module that deals with inventory management, order processing, warehouse management and shipping. Microsoft Dynamics Navision is compatible with other Microsoft products and it is easy to use by anyone. Modules of Microsoft Dynamics Navision Financial management Manufacturing Sales Marketing Supply chain management Human resources management Project management Service Management Integration with SharePoint Microsoft Dynamics Navision is integrated by Employee portal module thus enables the organization to make use of Microsoft Dynamics Navision with SharePoint. The best implementation will fail if the users don't understand how to use Microsoft Dynamics Navision to do their jobs. There are multiple types of training available, including classroom, web-based, CD/DVD self-paced, books, one-on-one, and more -- any or all methods will work, so long as the material is correct and relevant for your organization. Microsoft Dynamics Navision implementation falls in various phases like: a) Business process study b) GAP Fit Analysis c) Customization d) Data uploading and Configuration e) User Training f) Go Live g) Support During business study, if the process owners (Sales, Purchase, Finance, Shop Floor etc. ) at the client side are not giving their time to understand their business than it become difficult to complete the FRD at given interval of time. If during Data uploading and GO live phase, Users at the client side are not giving their legacy data (Opening Entries, Master Data like Vendor, Item, Customer, BOM etc.) in the form Navision format than it become Show stopper. 3 Why Implement Microsoft Dynamics Navision (ERP)?

5 If Customization is done for those functionalities which are available as out of box in Navision than during upgrade and support phase, implementation partner faces problem for upgrade to higher version. Determining Whether Microsoft Dynamics Navision is right selection for client: Is Microsoft Dynamics Navision a good accounting / ERP software solution for your business? Here are some basic questions to see whether Microsoft Dynamics Navision fits your budget and key requirements: Key Features Before you spend a lot of time investigating Microsoft Dynamics Navision, look through the list of commonly-requested features and functions that Microsoft Dynamics Navision does and does not have, below, to see if there are any show-stoppers: Microsoft Dynamics Navision DOES have Distributed - or 3-tier architecture SQL server option Multi-language and multi-currency capabilities Web-app integration capabilities All typical accounting functions Optional modules for manufacturing, warehouse/distribution, jobs/project management, service management Extensive customization capabilities Microsoft Dynamics Navision has a strong audit trail with built-in, automatic tracking of every transaction. No one can edit a posted invoice, or adjust a journal entry, without leaving a visible, easy to follow 'paper trail' that includes the name of the person who made the change and the date/time of all changes. Entries can't just be edited -- the system requires proper accounting procedures, so you'll have a clear chain of accountability in case of any errors, as well as strong protection against fraud or misuse. Every transaction is automatically stamped with the actual transaction date, time, and the user id of the person making the transaction. That way even if the user is posting a transaction with an earlier posting date, it is easy to see both what date was entered as the posting date, and what the true creation date of the transaction was. Thinking about the budget of Client Example Price: If you don't have a minimum budget of about $10,000, don't bother looking into Microsoft Dynamics Navision Application. 4 Why Implement Microsoft Dynamics Navision (ERP)?

6 What do you need your accounting software to do? Sales & Marketing Tasks Customer Relationship Management (CRM) Sales Force Automation Management & General Business Tasks Sales Analysis Report Writer Accounting / Bookkeeping Tasks Accounts Payable Accounts Receivable General Ledger Budgeting Cash Management Payroll Foreign Currency Conversion Fixed Assets Income Tax Preparation Operations Tasks Purchase Order Order Entry Inventory Control Job Cost Project Management Work Order Management E-Commerce Point of Sale Time & Billing Microsoft Dynamics Navision DOES NOT have: Web-only client MAC OS or Unix OS options (you'd need to use a Windows emulator) Integrated Retail POS capabilities (though there are some 3rd party add-ons) Ad Heavy customizations We think the problem here is really that this is how Navision was sold years ago. The application you could customize and get everything your way. The consultants really need to become better to understand Navision and the REAL REQUIREMENTS of the customer, instead of just specifying new customizations. 5 Why Implement Microsoft Dynamics Navision (ERP)?

7 Ad Expensive Implementations) Microsoft Dynamics Navision is not expensive, unless you are not doing it the right way. If you are putting in a large team (which is not that productive) and lots of nice-to-have customizations, then it will become expensive. If you do it without too many bells and whistles, and go for standard (and add-ons) instead of customizations, with a well-managed implementation plan, then you can often save 30-40% of the implementation costs (compared to what the big NAV partners quote their clients). ERP Scope & Budget: If you don't have at least $5,000, don't expect Microsoft Dynamics Navision to do much more than accounting -- the manufacturing, warehouse, and service modules all require the more expensive base package. A more realistic typical budget for Microsoft Dynamics Navision is $15,000 to $50,000 for accounting and perhaps job/project management capabilities for to 6 users, or $50,000 to $150,000+ for more users and/or more complex capabilities such as manufacturing, warehouse/distribution, and/or service. 6 Why Implement Microsoft Dynamics Navision (ERP)?

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