Introduction to Microsoft Dynamics AX2012 for Public Sector Organizations. November 16, 2011

Transcription

1 Introduction to Microsoft Dynamics AX2012 for Public Sector Organizations November 16, 2011

2 Welcome! Important Web Seminar Notes We have automatically muted the line. During the presentation, all participants will be in listen-only mode Please turn off all webcams Following the presentation we ll have a Q&A session. Submit questions via the Q&A feature. Simply select the Q&A window, type your question into the dialog box, and click the Ask button The slides and recording of this call will be sent to attendees for today s program Having technical difficulties? - Call or - pfs@intercall.comcom For audio help, please call

3 Presenter Robert Bell Director, Technology Solutions Therese Michaels Manager, Technology Solutions Bob a director with the Technology Solutions Practice bringing g more than 29 years experience in system design and applying technologies for ERP and supply chain solutions for various industries, including: manufacturing, food and beverage, consumer packaged goods, chemical, multi-channel retail, apparel and textile, transportation and logistics, wholesale distribution and professional services. Teri is a Microsoft Dynamics AX Solution Architect with over 20 years experience in the ERP implementation space and specializes in providing leading-edge, information technology solutions to clients on a variety of platforms, including Microsoft Dynamics AX. She focuses on understanding client requirements and needs, providing business process analysis and crafting technology solutions. 3

4 McGladrey Organization Fifth largest accounting and consulting firm 7, employees 85 years of quality service; established offices nationally 2,800 public sector clients Locally Based with National Talent Public Accounting Report Top 10 Firms Revenue Firm Offices Rank 1 Deloitte & Touche Ernst & Young 80 3 PricewaterhouseCoopers 76 4 KPMG 88 5 McGladrey 93 6 Grant Thornton 52 7 BDO 37 8 CBIZ/Mayer Hoffman Crowe Horwath BKD 31 Source: 2010 Accounting Today 4

5 Government Practice Credible Government Practice - Serve over 2,800 public sector clients, including more than 700 government clients - Assist more than 200 clients in earning the GFOA Certificate of Achievement for Excellence in Financial Reporting Local Service Team and Resources - Specialized public sector services team - Year-round commitment to communication Client Service Excellence - Substantial partner and director involvement - Quality in everything we do Commitment to the industry standards - Require minimum 24 hours CPE every two years in federal and state audit requirements and techniques - Representation on many AICPA committees, appointment to GAO Advisory Council on Government Auditing Standards

6 Public Sector Challenges

7 Public Sector Trends Workplace Open Modernization Government Fiscal Accountability Improving Citizen Services Compliance Requirements

8 1980s ERP Architecture: Available Today Spaghetti of intertwined code and parameters code and parameters Duplicated data structures p Middleware and batch processes batch processes THE RESULT: COMPLEX AND INFLEXIBLE Functionality sits in separate applications separate applications BI is an afterthought User experience is task oriented task oriented

9 Requirements for a New Generation of ERP Organizations They need need applications simplicity and to be an asset in agility the face of change Successful entities need complete industry specific solutions designed for them Organizations need powerful embedded analytics and BI Not a liability Without sacrificing power Not inflexible software that requires customizations Not data overload

10 Powerfully Simple Powerful Agile Simple

11 Microsoft Dynamics AX2012 Helps public sector organizations embrace the dynamic business vision Built for the Business of Government Improves Delivery of Citizen Services Empowers People to be more Productive Adapts Easily to Constituents Needs Addresses Legislative Mandates Enables Transparency Promoting Open Government Familiar User Experience Makes it Simple to Learn and Intuitive to Use Accelerates Productive Information Sharing Self Service Portals Streamline Processes Powerful Agile Simple

12 Powerful Achieve operational efficiency faster with increased reliability. Purposely built for the business of government Improve delivery of citizen services Empower your people to be more productive With Microsoft Dynamics AX 2012, we can realize our vision of a full service city. Not only will it make our jobs a lot easier, but it will also make jobs in other cities across the nation much easier. John Marchione John Marchione Mayor, City of Redmond

13 Agile Respond to changing requirements and new citizen demands. Adapt easily to new constituent needs Address legislative mandates Support transparency and open government Until now, organizations have had to rely on outdated, legacy ERP systems and make do with ad hoc customizations to achieve the functionality they need. This can be costly to maintain and doesn t necessarily offer the flexibility modern government organizations need today. Steve French Steve French Vice President Enterprise Applications, Hitachi Consulting UK

14 Simple A familiar user experience provides easy access to the information you need. The familiar Microsoft interface is easy to learn and intuitive to use Simplify information sharing We want to expose a lot more information to a much broader audience, including elected officials and constituents. The familiar look of the product will immediately remove barriers that some people might experience when it comes to financial information. Mike Bailey Director of Finance and Information Services City of Redmond, Washington

15 Customer Evidence City of Redmond, Washington Challenge Solution Results Boost transparency, responsiveness, and accountability Streamline processes Enhance data analysis and self-service capabilities Increase city-wide access to information Using Microsoft Dynamics AX 2012, they unified operations, improved manageability, and reduced IT workload Government-specific capabilities for accounting, budgeting, tracking, reporting Upgrade to Microsoft Office 2010, SharePoint 2010 and Windows 7 Reports in Role Centers provide people the specific data they need Shared spreadsheets and databases improve data consistency, reduce redundancy Easy-to-use self-service capabilities frees Finance for more strategic work Automated workflows increase efficiency, improve on-time performance The government of the future is always looking to better connect with the community and provide improved and more efficient services. Microsoft Dynamics AX 2012 is one great tool that will help us get there. John Marchione Mayor, City of Redmond

16 Microsoft Dynamics AX2012 Solution Map

17 Microsoft Dynamics AX 2012 Purposely built for governments Financial management Fund accounting Budgetary control and commitment accounting Grants management and project accounting Travel and expense management Procurement and sourcing Business intelligence and reporting Human capital management Compliance and internal controls

18 Workflow Usage In Microsoft Dynamics AX 2012

19 Workflow Approval Approve Purchase Requisition (PR) Create and Submit PR Adjust PR Manually Approve PR PR Data Valid? Auto Approve PR?

20 DEMO

21 Microsoft Dynamics AX 2012 BI Capabilities & Tools CATEGORY BUSINESS INTELLIGENCE TOOL CAPABILITY QUERY REPORTING ANALYSIS PRE DEFINED QUERY List pages Query & filter data Cues Drill down to detailed queries AD HOC SEARCH Search within data and reports AD HOC QUERY Refreshable export to Excel MS Office Add in for Microsoft Dynamics AX 2012 Auto report Office Templates Create documents such as Sales Quotations, Collections Letters Ad hoc Reporting Statutory & Financial Reports Production SSRS Reports Key Performance Indicators, Scorecards Ad hoc summarization and exploration Create SSRS reports using Cubes and SQL Report Builder Create Cash flow statement Generate List of invoices Financial Indicators (profitability) Balanced scorecards Budget variance analysis ANALYTICAL APPLICATIONS Multi system Financials Consolidation Integrate with a Data warehouse Planning & forecasting Financial statements across different systems ETL based data integration into an existing Data warehouse Budget Formulation, Demand planning

22 A Powerful, Pre-built BI Solution That answers most business questions 35 pre built Role Centers targeted towards personas across the organization 11 Cube schemas in Finance, Supply chain, Services and workflow domains that provide aggregate data AX 2012 ~ 150 Analytic Reports MS Excel based report templates Collaborate, Share using MS SharePoint Secure access to production data dt 800+ Production Reports

23 DEMO

24 Q & A Following the presentation we ll have a Q&A session. Submit questions via the Q&A feature. Simply select the Q&A window, type your question into the dialog box, and click the Ask button The slides and recording of this call will be sent to attendees for today s program Robert Bell Robert.Bell@mcgladrey.com Therese Michaels Terese.Michaels@mcgladrey.com facebook.com/mcgladreytbs twitter.com/mcgladreytech twitter.com/mcgladreyerp 24

25 Power comes from being understood. SM When you trust the advice you re getting, you know your next move is the right move. That s what you can expect from McGladrey. That s the power of being understood. McGladrey is the brand under which RSM McGladrey, Inc. and McGladrey & Pullen, LLP serve clients business needs. The two firms operate as separate legal entities in an alternative practice structure. McGladrey & Pullen is a licensed CPA firm providing assurance services. RSM McGladrey provides tax and consulting services. RSM McGladrey, Inc. and McGladrey & Pullen, LLP are members of RSM International ( RSMI ). RSM International is the sixth largest network of independent accounting, tax and consulting firms. The member firms of RSMI collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for their own acts and omissions, and not those of any other party. McGladrey, the McGladrey signature, The McGladrey Classic logo, The power of being understood, Power comes from being understood and Experience the power of being understood are trademarks of RSM McGladrey, Inc. and McGladrey & Pullen, LLP RSM McGladrey, Inc. All Rights Reserved