2014 North American Roadshow Day Microsoft Dynamics NAV

Transcription

1 2014 North American Roadshow Day Microsoft Dynamics NAV

2 Agenda Agenda Welcome and Introduction Get to know UXC Eclipse - Our history, values, and organizational structure Learn more about our support offerings New UXC Eclipse NAV add-ons available overview of functionality and benefits NAV Roadmap NAV What is new - NAV 2013 Reminder, Changes in license model, NAV 2013 R2 Microsoft Dynamics NAV in the Cloud Office 365 NAV 2013 R2 quick look Q & A + Networking

3 Get to know UXC Eclipse - Our history, values, and organizational structure

4 UXC Eclipse Quick Facts Established in 1986 FY 02 FY 13 year on year sustainable growth Proven a solid partner In the top 3 Microsoft Dynamics Partner Globally Publicly owned UXC Limited (ASX: UXC)

5 UXC Eclipse History 1986 Eclipse established in Japan 1991 Eclipse establishes Australian presence 1999 Begins trading as an Australian based company Expands presence in Australia and opens Fiji office 2006 Opens office in NZ 2008 Launches vertical offering 2011 Opens office in US Acquisition of Daxeam IP 2013 Expands presence in US & Canada with acquisition of Tectura North America Bradley Stroop appointed as CEO Hospitality meets IT philosophy introduced addressing the lack of service in IT industry 2001 Partners with Microsoft Dynamics 2002 Becomes a part of UXC Limited 2009 Opens office in Canada Merges with UXC Applications Development, QSP & UXC Performance Management 2012 Expands US presence with acquisition of Cole Systems in New York Rebrand to UXC Eclipse

6 UXC Eclipse Global coverage, 1 team Vancouver Seattle 600+ Calgary Ann Grand Arbor Rapids Toronto people GLOBALLY NY 18 offices GLOBALLY Phoenix 2,700 customers GLOBALLY Perth 1 Brisbane Sydney Suva Canberra Worldwide Auckland Adelaide TEAM Hobart Melbourne Wellington UXC Eclipse was awarded the 2012 ABA Preferred Employer for the IT Industry and is the leader in employee retention rate.

7 UXC Limited Our Parent Company Largest Australian owned ICT Company Consulting. Business Applications. Infrastructure. Cloud. active customers employees # 2 Gartner Ranking Business & IT Consulting AUD$594m FY2013 $0 net debt revenues

8 UXC Eclipse Our Portfolio Our portfolio of intelligent solutions : Financial, Business & Enterprise Resource Planning Customer Relationship Management Corporate Performance Management & Business Intelligence Industry Focused & Business Specific Our old fashion services portfolio includes: Applications & Business Consultancy Enterprise Solutions & Services Business Process Management Project Management Software Quality Assurance

9 UXC Eclipse Our Products Microsoft Products Additional Products

10 Our people come first Customers for life philosophy Deliver on our C.O.R.E. values Deliver intelligent solutions with old-fashioned service!

11 C. O. R. E. COMMIT TO UXC OUR GOALS & FUTURE Delivering our values Work collaboratively across UXC Engage in the wider UXC community Be proud of the UXC story Celebrate the success of others OLD-FASHIONED SERVICE DELIVERING OUR VALUES Be humble and genuine Inspire trust Go the extra mile Deliver on promises RESPECT OUR RELATIONSHIPS Value all our relationships internal and external Exceed expectations Open to feedback and change Willing to help Consider the needs of others ENGAGE BY DOING THE VERY BEST JOB Set clear expectations Take the time to listen Pick up the phone and speak to people Ask for help Passionate to exceed

12 UXC Eclipse Microsoft Dynamics With an exceptional customer renewal rate of 97%, we re excited to recognise UXC Eclipse as a leader in the Microsoft Dynamics global partner community for promoting and delivering solutions that drive customer success. By providing the highest level of sales and innovation, customers can have confidence when working with UXC Eclipse. Doug Kennedy Microsoft Corporation Vice President, Microsoft Dynamics & Support Service Programs

13 UXC Eclipse Expansion into North America

14 Why Expand Further into North America

15 How are we structured Marketing Sales & SMO Account Management Support Product Development Project Management & PMO Business Process UXC Eclipse Enablers UXC Eclipse Support Quality Management Legal Business Desk Technical Office Management IT Finance HR

16 What does it mean to you as a NAV customer? Focus on customer service Financial stable partner Extended product offering Continue to do business with the people you know Focus on customer service (Old Fashion Services) More proactive engagement Solution reviews Account plans AAA support working towards 24 x 7 x 365 Greater corporation across a global team Financial stable partner Have never made a loss over a quarter Backed by public listed company with strong balance sheet Extended product offering (Intelligent Solutions) Refer to add-on and add-in offerings

17 Learn more about our support offerings

18 UXC Eclipse Service & Support Service is the differentiator that sets us apart. We offer our customers genuine respect and invest time in understanding their business goals and strategies. Bradley Stroop, Global CEO UXC Eclipse

19 UXC Eclipse Customer Engagement CUSTOMER SUCCESS IS KEY: excellence in project implementation Careful planning & focus on BUSINESS PROCESS MAPPING BEST-PRACTICE implementation CONSULTATION & COMMUNICATION ACCOUNTABILITY TRANSPARENCY OLD-FASHIONED SERVICE hospitality meets IT Dedicated SENIOR-LEVEL support to ensure service delivery component

20 UXC Eclipse Service & Support Customer service focus is to exceed expectations Customer for life philosophy AAA support from dedicated team Focused Account Management team Greater than 97% customer retention rate

21 UXC Eclipse Total Support Value Add Services AAA Support 24 x 7 Availability 15 Minute response time 50% Requests answered immediately Dedicated, primary contact: Account Manager Regular solution reviews Regular, up to date product information: Monthly Webinars Quarterly customer bulletins Product updates/promotions

22 UXC Eclipse AAA Support Supporting 9 core products across ERP, CRM & BI Approx. 24,000 support calls logged per annum 33 dedicated professional support consultants Supporting over 2,700 customers 24 x 7 Support functions located in North America, Australia, and Fiji Unique support model Delivered with our Old-fashioned Service approach Based on Service Level Statement

23 UXC Eclipse AAA Support 50% 75% 15 Minutes Requests answered immediately Requests answered within 2 hours Response time If consultant is not immediately available from initial call

24 UXC Eclipse - esupport UXC Eclipse esupport is a 24 x 7 secure, online support portal for UXC Eclipse customers on a current Maintenance and Support Services Plan with UXC Eclipse. UXC UXC Eclipse Eclipse esupport esupport With an easy-to-use interface and simple navigation, UXC Eclipse esupport allows customers to search through their historical support queries/solutions and a general knowledgebase. It also allows customers to find existing support issues or raise new requests for support. Benefits Benefits of of esupport esupport Find helpful information related to technical issues that have already been solved and are at your disposal for future reference. Get 24-hour-a-day access to advice written by support engineers for the answers you need to get past your technical obstacles. Easily search by key words to find the information that best answers your technical issue.

25 UXC Eclipse Support Reporting

26 UXC Eclipse Support Incident Statistics

27 UXC Eclipse Support Incidents Feedback Every customer is ed a series of questions once the support incident is closed: 1. Has this issue been resolved to your satisfaction? 2. Was this issue resolved in a timely manner? 3. Did your UXC Eclipse Support Consultant deliver the resolution of your issue with old-fashioned service? 4. Are you satisfied with UXC Eclipse Support Services The support feedback is reviewed periodically by our executive team to monitor performance and customer satisfaction.

28 UXC Eclipse Global Support Team 30 Support Consultants and 3 Support Operation Leads 272 years combined product knowledge, avg 7 years. 316 years combined industry knowledge 100+ Product Certifications, MCSE, CCNA Tertiary Qualified Support Operation Leads Senior Support Consultants Assist with day to day management of the Support Centre Support Operations Manager Responsible for team, escalations, process improvement and customer satisfaction CEO Customer Service Executive responsibility for the performance of our Support Centre measured through customer satisfaction and customer retention

29 UXC Eclipse NA Dynamics NAV Support Team Meet the TEAM Demetris Ford Consultant, Microsoft Dynamics NAV Support Airi Ifinedo Consultant, Microsoft Dynamics NAV Support 42 years combined experience Charlene Thomas Consultant, Microsoft Dynamics NAV Support Cori Ray Consultant, Microsoft Dynamics NAV Support Five NAV Support team members in Australia/New Zealand This lends to our 24 x 7 x 365

30 UXC Eclipse AUNZ Dynamics NAV Support Team Meet the TEAM 36 years combined product experience Patrick Kua Support Operation Lead, Microsoft Dynamics NAV Support Product Knowledge 9 years Anantha Ganapathy Consultant, Microsoft Dynamics NAV Support Product Knowledge 8 years Matthew Hawkins Developer, Microsoft Dynamics NAV Support Product Knowledge 2 years Sharjeel Zaheer Consultant, Microsoft Dynamics NAV Support Product Knowledge 9 years Mike Arenas Consultant, Microsoft Dynamics NAV Support Product Knowledge 8 years

31 UXC Eclipse Support Leadership Team Meet the TEAM Trevor Sugunasekera Support Operations Manager Paul Blake Support Operation Lead 81 years combined product experience Andrew Rind Support Team Lead Graham Rout Support Operation Lead Patrick Kua Support Operation Lead

32 UXC Eclipse NAV Add-Ons/IP

33 UXC Eclipse NAV Add-ons / IP

41 Microsoft Dynamics NAV 2013 R2 Roadmap

42 Roadmap NAV 2013 R2 NAV Crete NAV Next NAV Next+1 NAV In Office 365 On Windows Azure Cash management Multitenancy Additional tools to support large scale hosting In planning right now Devices Simplification One Microsoft O365 integration Document reporting Power BI A business solution from Microsoft That is quick to implement and easy to use With the power to support SMB business ambitions

43 Microsoft Dynamics NAV 2013 & 2013 R2 What Is/Was New

44 Microsoft Dynamics NAV 2013 & 2013 R2 What Is/Was New - Technical

45 Performance Technical Managed code ADO.NET Transaction Types Smarter SQL Support for SQL Server 2008R2 SQL Server 2012 Improved Caching MARS Performance Optimizations 64-bit Connection Pooling One Security Model No Delegration

46 Performance Application Re-Design of Dimensions Previous locking when writing to Dimension Entry Table Dimensions has been re-design for better performance New design Dimension set is created at entry One dimension set per entered / posted dimension combination Dimension set is linked to posted document and transaction Reporting is still done in the same way but the data comes from the new tables

47 Customer Options Windows Client Web Client SharePoint Portal Network

48 Web Client Web Browser Access Various Browsers and Devices Supported URLs for NAV Content NAV Development Environment Optimized For Simple Tasks Small Role Centers Light Data Entry Zero Deployment (HTML Based) Intranet and Extranet Access Simple Server Installation

49 Web Client

50 Improved User Interface Windows 8 Look and Feel

51 Some Nice Improvements Easy sort and filter on every field In line with other Microsoft Applications Copy and Paste into NAV Save filters Easy sort and filter on every field In line with other Microsoft Applications Copy and Paste into NAV Save filters

52 Other Technical Improvements Integration with Office 365. Great interoperability with single Sign on and consistent look and feel. Quick install on hosting environment e.g. Windows Azure, SaaSPlaza and others Multi Tennant => reduced hosting cost where relevant Integration to MS Lync Charts available on the web client All generic user access via web client Improvements to Dynamics CRM connector

53 New License Model EXTENDED PACK (OPTIONAL) Advanced functionality STARTER PACK 3 Full User licenses included Financials & Distribution Configuration and Development (NAV) Application Objects (NAV)

54 New License Model FULL FULL License Read Write FULL LIMITED

55 Limited user table access NAV 2013 R2 now checks on the 3 table rule

56 Microsoft Dynamics NAV 2013 & 2013 R2 What Is/Was New Interface & Reporting

57 Role Tailored Client Reminder Search bar Actions and Reports Navigation pane Activity Center Charting and favorites area Notifications

58 Configuration of all screens Configuration Role Center Configuration Sales Order

59 Reporting and new Graphical Interface New charting options from screen

60 Reporting and new Graphical Interface New reporting object called Query Used for Charting and KPI reporting

61 Reporting and new Graphical Interface New charting options from reports

62 Reporting and new Graphical Interface Reports now in Word, Excel and PDF

63 Reporting and new Graphical Interface New reporting options in Excel Direct link to NAV

64 Microsoft Dynamics NAV 2013 & 2013 R2 What Is/Was New Functionality

65 What Is/Was New - Functionality

66 What Is / Was New - Functionality

67 What Is / Was New - Functionality

68 Microsoft Dynamics NAV In the Cloud

69 NAV in the Cloud UXC Eclipse will manage your hosting via hosting Partner Microsoft via Windows Azure SaaSPlaza - UXC Eclipse preferred partner Benefits Security Tier 3 data center, infrastructure are physically and digitally protected, Daily Back-Up, and Back Up recovering testing. Flexibility No restriction on NAV customisations, No. of users or Database Size. Scalability Add uses and database size on a monthly basis. Accessibility Access NAV anywhere and by any device. All you need is a web connection. Reduced down time as a result of back up process Lower cost Focus on you business and not IT. UXC Eclipse will look after NAV, your hosting of NAV, you office via Office 365, you database backups, and your SQL maintenance and optimisation via SaaSPlaza Simple costing model.

70 Current NAV in the cloud pricing scenario Company Details Cronus who has office in California and wants to go to the cloud 3 companies 30 users Database size 30 GB 1 Test Database (Size 10 GB) Using NAV 2013 R2 Costing (in US$ + Taxes) Setup cost Live $420 plus consulting to migrate Setup cost Test $420 plus consulting to migrate Hosting cost Live - $50 per user per month => $1500 per month Hosting cost Test (Max 5 users 5GB) $125 per month Database size 25 GB is free, (15GB x $5.67) $85 per month for additional 15GB Total of US$20,520 once established

71 Dynamics NAV with Dynamics CRM In the cloud

72 Core Modules Sales Marketing Service Lead to Cash Visibility Holistic Account Management Team Selling Opportunity Tracking Product Identification Competitor Analysis Quotes, Orders & Invoices Territory Management Sales Goal Management Sales Analysis Templates (incl. HTML) Multiple Editing Options Send Bulk s to Multiple Target Lists Integrated CRM Workflow Event Management Event Scheduling & Calendar Attendee Registration Event Registration Portal Staff Scheduling Venue Scheduling Equipment Scheduling Event Profiling & Analytics Familiar Tools Targeted Segmentation Quick Campaigns Simplified Communications Campaign Life Cycle Management Lead Management Response Tracking Marketing Goal Management Real-Time Marketing Insight Permission Marketing Insightful Connections Add-on / Advanced Modules Advanced Marketing Automation Multi-Aspect Tracking Bounce Backs Click Throughs Reads and Forwards Subscription Management Web Page Visit Tracking Product Configuration Advanced Quotes & Orders Flexible Business Rules & Formulae Pricing & Discount Rules Real-time Validations Pre-build Configurations Integrated CRM Workflow (e.g. For Approvals) Configurator Toolkit Portal/Web Option Shared Functionality Collaboration and Analysis Case Management Service Scheduling Purchase History Service Team Management Queue Management Guided Service Processes Knowledgebase Service Goal Management Service Analytics Service Record Auditing Lead Scoring Web Form Integration Landing Pages On-Line Surveys & Result Analytics Social CRM Discovery Social CRM Actions XRM Case Management Enquiries to Closure Multiple Case Parties Case Issues Case Outcomes Case Strategy Planning Consistent Case Process Compliance & Monitoring Root Cause Analysis Dashboards Charts & Drilldowns Goals and KPIs CRM Reporting (Wizard Creation) Microsoft SSRS Dynamic Excel Worksheets & Pivot Tables Analysis Web Analysis Smartphones ipads & other Tablets Multiple Browser Support Outlook Integration: s Tasks Appointments SharePoint Integration Yammer Integration ERP Integration Other Systems Integration Payment, SMS & Fax Gateways Web Portal for Partners Web Portal for Employees On Premise Modern & Dynamic User Interface Easy Navigation Outlook Integration Native Outlook User Experience & Mail Merging Intuitive Filtering & Searching Personal Data Views Excel Import & Export Activity Feeds & Yammer Integration Team &Work Queue Management Guided Business Processes Tailored Dialogs and Scripts Multiple Dashboards Charts and Drilldowns Tailored Reporting Application Development Drag & Drop Customisation Role Based Forms Multi-tiered Security Contextual Document Libraries Pervasive Auditing Rapid Integration Solution Management

73 Microsoft Office In the cloud Office 365

74 15 % Global Exchange installed base # 1 Fastest Growing Business in Microsoft s history 40 million mailboxes FY2013 Q1 revenues 103% Increase

75 What is office 365? It is office purchased online Monthly subscription replacing upfront license cost and annual maintenance cost Always latest version Accessible online, offline and via multiple devices

76 Benefits of Mobile Productivity on your desktop phone laptop tablet

77 Office Mobile App for Windows Phone, ios & Android phones*

78 Our -People The UXC Eclipse Office 365 team offers extensive skills across: Office 365 Systems Integration Technical Consultancy Cloud and on premise hybrid solutions End to End Enterprise Solution Analysis, Design and Delivery Project Server Mobile Applications Applications Development

79 Microsoft Dynamics NAV 2013 R2 Quick Look