Dynamics NAV Vertical Solutions. Craig Keenan & Ian Barker 31 October 2012

Transcription

1 Dynamics NAV Vertical Solutions Craig Keenan & Ian Barker 31 October 2012

2 Our Agenda Why use industry vertical solutions? Intergen s kit-bag Advanced Job Management MarketPlace Asset Maintenance ZetaDocs Advanced Budgeting Others in brief

3 Your presenters Craig Keenan Dynamics Practice Lead Western Australia 12 years, 60+ implementations BA, solution lead, project manager Focus on businesses that sell services & deliver projects Ian Barker Consultant Western Australia 6 years supporting, implementing, and selling NAV At Intergen for 1 year taking a Solution Lead role

4 Business Challenges Client Pull ROI & TCO Pressure Vertical Market Specialisation Agile Adaptation Collaborative Execution Meeting industry-specific requirements Ensuring minimal customisation and effective upgrades Delivering anytime, anywhere access to data and tools

5 Business & Industry Challenges Client Pull ROI & TCO Pressure Vertical Market Specialisation Agile Adaptation Collaborative Execution Meeting industry-specific requirements Ensuring minimal customization and effective upgrades Delivering anytime, anywhere access to data and tools

6 Dynamics NAV Industry focus Manufacturing Wholesale/ Distribution Projects & Service Public Sector Retail Other Financial Management Reporting and Business Intelligence Supply Chain Management Sales and Marketing Human Resources Management Interoperability and Productivity

7 Advanced Jobs Mngt. +

8 Advanced Jobs Management A snapshot For Project & job based businesses Needing to Use complex work breakdown structures Hold multiple budget sets per project Plan & assign resources Plan, procure & consume items Calculate estimate to complete or forecast position Vendor To-Increase (Inner Circle member for 4 consecutive years) Adoption CfMD, 150+ sites worldwide Customers

9 Pain Points CoA segment used for jobs bloating the GL account list Single budget/no % complete details preventing profitability forecasting Difficulty interpreting transactional data resulting in after the event views Missing functionality forcing manual intervention (e.g. pricing rules, dept. revenue recog., system managed approvals) Project managers bypassing the system resulting in duplicate data entry, limited visibility & dependence on individuals Limited support & product development creating futureproofing concerns

10 Pain Points CoA segment used for jobs bloating the GL account list Single budget/no % complete details preventing profitability forecasting Difficulty interpreting transactional data resulting in after the event views Missing functionality forcing manual intervention (e.g. pricing rules, dept. revenue recog., system managed approvals) Project managers bypassing the system resulting in duplicate data entry, limited visibility & dependence on individuals Limited support & product development creating futureproofing concerns

11 Advanced Jobs Management Jobs with WBS Resource Planning Integrated Procurement Real-Time Financial Views Est. to Complete System Managed Approvals Graphical Visualisations Advanced Jobs Management

12 Jobs with WBS Resource Planning Integrated Procurement Real-Time Financial Views Est. to Complete System Managed Approvals Graphical Visualisations

13 Jobs with WBS Resource Planning Integrated Procurement Real-Time Financial Views Est. to Complete System Managed Approvals Graphical Visualisations Preferred vendor arrangements held on item card

14 Jobs with WBS Resource Planning Integrated Procurement Real-Time Financial Views Est. to Complete System Managed Approvals Graphical Visualisations Profitability Revenue Budget/actual costs Forecast costs Summary by cost type, drill-down People & machine labour quantity Open PO summary not receipted, receipted Dynamics not invoiced NAV Vertical Solutions

17 MarketPlace

18 MarketPlace A snapshot For Integrated E-Commerce Solution (B2B, B2C, Internal Portal) Needing to CMS Integration between web and NAV E-Commerce functionality Provide online customer self-service Out of the box sales management integration Vendor GearsERP Adoption Based on Kentico 15,000+ web sites worldwide Customers

19 MarketPlace Real-Time NAV Integrated E-Commerce Web Front End NAV and The Web Customisable B2B/B2C Mobile Friendly MarketPlace

20 Web Front End NAV and The Web Customisable B2B/B2C Mobile Friendly MarketPlace

24 Asset Maintenance

25 Asset Maintenance A snapshot For Equipment requiring reactive and preventative maintenance Needing to Build parent, child, sub-assembly, component structures Create and document work requests and work orders Attach work instructions and relevant documentation Create scheduled maintenance program Analyse cost trends over a specific period Vendor Tectura Adoption Customers CfMD Mechanised Mining Solutions

26 Asset Maintenance Maintenance Schedules & Problem Rapid Response Detailed Data Work Requests And Orders Work Instructions And Attachments Maintenance Procedures Asset Maintenance Backlog Management Costing

27 Detailed Data Work Requests And Orders Work Instructions And Attachments Maintenance Procedures Backlog Management Costing Asset Maintenance

32 Page with full picture and some text Zetadocs Document Management

33 Zetadocs for NAV A snapshot For Vendor Adoption Electronic Document Management Equisys CfMD Needing to Automate the sending and storage of documents Save on stationary, postage, and storage costs Improve customer service by helping your finance, sales and customer services teams respond more quickly to enquiries Helps achieve sustainability targets

34 Zetadocs The problem with paper NAV user

35 Zetadocs The problem with paper NAV user

36 Zetadocs How it works Link , fax SharePoint NAV NAV user MFP Zetadocs Express & Zetadocs for NAV users

37 Zetadocs Supplier Invoicing Scenario NAV user SharePoint NAV

38 Advanced Budgets

39 Advanced Budgets A snapshot For Distributed budgeting using NAV functionality Needing to Adopt GL and dimension structures (also apply for security) Copy previous budget or actuals as starting point Use spreading or calculation rules to insert values Apply system managed workflow & approvals Vendor Intergen Adoption Version 1 ready for release

40 Advanced Budgets Use Excel meaning duplicate data entry & exposure to formula error Licensing costs limit the number of contributors with access to the budgeting tool Roll-up reporting difficult impacting the ability to view consolidated/input set results Pain Points Required calculations/ compilation are not supported (e.g. spread methods, allocations, calculation inputs & formulas) Compromised usability & accessibility inhibits regular updates/ reforecasting System managed workflow & approvals are not supported resulting dependence on individuals

41 Advanced Budgets Use Excel meaning duplicate data entry & exposure to formula error Licensing costs limit the number of contributors with access to the budgeting tool Roll-up reporting difficult impacting the ability to view consolidated/input set results Pain Points Required calculations/ relationships are not supported (e.g. spread methods, allocations, calculation inputs & formulas) Compromised usability & accessibility inhibits regular updates/ reforecasting System managed workflow & approvals are not supported resulting dependence on individuals

42 Advanced Budgets Contributor Assignment Budget Entry Formula/ Calculations Fixed Asset Integration Advanced Allocations System Managed Approvals Version 2 Advanced Budgets

43 Contributor Assignment Budget Entry Formula/ Calculations Fixed Asset Integration Advanced Allocations System Managed Approvals Version 2

46 Contributor Assignment Budget Entry Formula/ Calculations Fixed Asset Integration Advanced Allocations System Managed Approvals Version 2 Sales budget integration Foreign currency budgets Budget consolidation Notes Budget Administrator enhancements

47 Others in brief Document Capture Akeyto Automated data entry (OCR), purchase approval/workflow (Web) Dynamics Anywhere Dynamics Anywhere Integrated mobility solution Allocations Intergen Identify source & target accounts, apply static & variable allocation rules, allocate budget & actual values Recurring invoices Intergen Sales invoice template & billing frequency/period rules EFT Tectura Electronic funds transfer & ing of remittance advices Auto bank rec Tectura Import bank file & auto-match transactions AgilesWorkflow Agiles Integrated workflow solution Dynamics NAV Extensions Intergen Various usability & functionality enhancements

48 Vertical Solutions In a nutshell Used to provide extended or niche functionality The use of ISV/3 rd party providers is a Microsoft strategy Assess maturity based on adoption/references and CfMD Perpetual licensing model & SharePoint/Web clients will provide opportunities to extend outside the core user group

49 Any questions?

50 Do you want to know more? Find us in the Experience Lounge at the end of this presentation.

51 Thank you

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