INSIDE MICROSOFT DYNAMICS AX. Built on Tyler s Unparalleled Public Sector Expertise

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1 INSIDE MICROSOFT DYNAMICS AX Built on Tyler s Unparalleled Public Sector Expertise

2 Microsoft Dynamics AX Microsoft Dynamics AX is a fully-integrated, role-based Enterprise Resource Planning (ERP) software system for managing all the core business functions of your jurisdiction, including finance, human capital and more. Systems and data are fully integrated to provide instant access to updated data from across the jurisdiction s departments. Fully tailored interface for public sector operational roles such as Finance Director, Budget Manager, Human Resources Director and Treasurer. Fund Accounting. The requisite fund accounting applications such as general ledger, project and grant accounting, procurement, receipts and revenues Payroll & Personnel. Employee-related applications, including payroll, applicant tracking and human capital management Budgeting. Multi-year budgeting, including provisional, appropriation and project budgeting, with built-in budget controls TYLER S PUBLIC SECTOR EXPERTISE MICROSOFT PRODUCTIVITY TOOLS A Trustworthy and Reliable Public Sector ERP Solution 2

3 Advantages for the Public Sector Benefit from the best of two market-leading, results-oriented technology companies Save time with pervasive interoperability with Microsoft solutions such as Office Suite, SharePoint and Visual Studio Leverage the full breadth and depth of features and functions needed by today s jurisdictions Get fast, focused, collaborative implementation from Insight, by Tyler Technologies Add value with Insight Extensions for enhanced workflow, financial reporting, document management and more Choose cloud-based SaaS (software as a service) hosting and Disaster Recovery services by Tyler Technologies Benefit from an active product life cycle, with continual communication from Tyler Technologies regarding future upgrades TABLE OF CONTENTS 4 Role-Tailored Interface 6 Business Intelligence 7 Pervasive Interoperability 7 Insight Extensions 8 A System Administrator s Dream 10 Cloud Technology 11 Industry Reviews 3

4 Role-Tailored Interface Microsoft Dynamics AX features an innovative, customizable role-tailored user interface which ensures that each of your employees has access to exactly the information they need to do their job no more, and no less. Individualized Role Centers feature intuitive graphics to help your team members visualize their pertinent information. Role-specific information, workflow, reports, task lists, links and KPIs are consolidated to enable fast, convenient review and action, whether you re using the Windows client or a Web browser. This not only means that Microsoft Dynamics AX makes it easier for each of your employees to find the information they need, but that it also helps users prioritize what work they should be doing. Financials Procurement Accounting Business Intelligence Budgeting Human Capital Familiar At the forefront of Enterprise Resource Planning (ERP) user interface technology, Microsoft Dynamics AX represents a perfect middle ground between the new and the familiar. When your ERP system has the same look and feel of programs as well-known as Microsoft Office, your employees are more comfortable using it from day one, meaning faster time-to-value for you. 4

5 Gregg, Finance Manager My Dynamics AX home screen provides quick access to real-time financial and operational data that I need every day. I spend less time wrestling with reports and have more time to measure our performance against goals and to plan for the next quarter. Brad, Budget Manager Integration with Microsoft Excel is essential for our management team. Dynamics AX allows us to work in Excel but provides the structure, process controls and documentation trail required by our auditors. By streamlining our budget planning process I have more time to focus on the big picture and to test multiple scenarios before we commit to the forecast. Inga, Purchasing Manager My dashboard mirrors my department s workflow and enables me to track all activities from requisition to approval. And if there is a change in the workflow due to absences or vacations, Dynamics redirects the workflow automatically. Everyone knows exactly what their priorities are each day. It has improved our efficiency and allows me to manage by exception. Clair, Human Resources Manager The new HR features have had a big impact on our hiring process. We ve defined the requirements for each role and standardized our compensation and benefits packages accordingly. By pinning down these specifics and implementing them across departments, we can focus on recruiting, training, tracking competencies, leadership development and retaining our high performers. Sara, Payroll Manager We ve recently begun processing our payroll in house. Dynamics can handle not only U.S. federal and state tax withholding, but also garnishments and tax levies. The data is now in our control and we no longer need to make monthly payments to a third-party payroll company. Ramon, System Administrator Role-based security simplifies the assignments of permissions and access. I create user groups based on default roles and then apply them across all departments, saving time and ensuring security. I can partition departmental data so as to limit access to confidential information. Now each department has easy access to the data they need and control over their own processing. 5

6 Business Intelligence (BI) Comprehensive Tools to Gain Understanding Improving organizations by providing business insights to all employees leads to better, faster, more relevant decisions. Support Fast Decision-Making Microsoft s Business Intelligence Vision º º Your organization can only make those better, faster, more relevant decisions when timely information is made visible to decision-makers at all levels. A well-designed BI system will collect your organization s operational data and present it to decision-makers and stakeholders simply and meaningfully by means of easy-to-use tools. Microsoft Dynamics AX is the BI solution that helps you gain insight into your business and optimize enterprise performance. Disseminate Information and Empower Employees º º Give employees instant access to information with built-in reports based on Microsoft SQL Server Reporting Services. Automatically generate custom reports with Microsoft SQL Server Report Builder, an ad hoc query tool. º º Enable role-specific business intelligence with prebuilt data cubes that can be displayed as KPIs in employees Role Centers and viewed with more detail in Excel. Leverage an Integrated Data Stack º º The Microsoft BI Stack contains an integrated suite of platform products, technologies and applications that can be used to implement, deploy, manage, and use rich Business Performance Management features to address these core scenarios: Ad hoc Reporting Production Reporting Multidimensional Reporting and Analysis Business Scorecards Financial Reporting 6

7 Pervasive Interoperability Microsoft Dynamics AX is completely interoperable with the Microsoft programs you use every day, including the Office Suite, SharePoint, and Visual Studio. You won t have to pay for expensive and risky customizations to force your ERP system to communicate with programs like Excel. Microsoft Dynamics AX communicates seamlessly with those programs. Imagine settling the company accounts in a simple Excel spreadsheet and, with just the touch of a button, seeing that information appear instantly in your ERP for BI analysis. You simply go on using the same programs you ve always used but with added functionality that will revolutionize the way you do business. Insight Extensions Insight Extensions extend the functionality of Microsoft Dynamics AX with Tyler s insider s insight of the public sector, providing added value to our clients from day one of installation. º º Tyler CAFR Statement Builder º º Tyler Cashiering º º Tyler Content Manager º º Tyler Forms (output solution) º º Custom Reports º º Enhanced Public Sector Functionality º º Purchase Card Processing º º Workflow 7

8 A System Administrator s Dream Microsoft Dynamics was developed using a unique and ingenious layered architecture. The core of the system the most basic and essential functionality is at the center of the system in the SYS (base) layer. Surrounding layers may be customized to meet specific needs without compromising the integrity of the central programming. Upgrading Made Easy With most software programs, alterations to the code make it impossible to maintain or upgrade the system, effectively shortening its viable life span. With Microsoft Dynamics AX, you can adapt the program to meet the unique needs of your organization, and still keep up with upgrades later on. That s why Microsoft Dynamics AX is shipped with its source code, every time. Data Modeling for System Design Scenario Testing Microsoft Dynamics AX provides developers with intuitive and innovative data-modeling tools, which make it simple to implement even large-scale alterations to the system. These tools make it easy for IT staff to focus on strategic development, with simplified application life cycle management. Ask any developer, and they ll tell you that Microsoft Dynamics AX provides an ideal environment for customization, configuration, and the adaption of a program to reflect the unique structure of your organization. Purchase Requisition Approval Graphical Workflow Editor Microsoft Dynamics AX also takes advantage of the latest research into what makes an interface intuitive and easy to understand. This interface is so powerful that with it your employees can manage their workflow and business processes on their own without a developer. Microsoft Dynamics AX features a Graphical Workflow Editor with drag-and-drop functionality for workflow creation, where simply by moving and clicking images you can create complex workflows, and even automated workflows, requiring no human intervention. 8 Accounts Payable Invoice Posting

9 LAYER USR DESCRIPTION The User (USR) layer is for user modifications, such as reports. SYS Microsoft Dynamics AX Release 6.2 CUS VAR ISV SLN FPK GLS SYS The Customer (CUS) layer is for modifications that are specific to an organization. Value Added Resellers can make modifications or new developments to the VAR layer as specified by the customers or as a strategy for creating an industry-specific solution. The VAR layer contains Tyler s Insight Extensions. When an Independent Software Vendor (ISV) creates their own solution, their modifications are saved in the ISV layer. The Solution (SLN) layer is used by distributors to implement vertical partner solutions. The Feature Pack (FPK ) layer is reserved by Microsoft for future extensions to the product. When the application is modified to match country or regionspecific legal demands, these modifications are saved in the global solutions (GLS) layer. The standard application is implemented at the lowest level, the SYS layer. The application objects in the standard application can never be deleted. This layer also contains any industry-specific functionality, such as the public sector solution jointly developed by Microsoft and Tyler. An Independent Layer for Each Purpose The Microsoft Dynamics AX layered architecture was designed to support a flexible and agile environment for IT professionals responsible for deploying, maintaining and supporting the various layers. For example, as specific layers are reserved for different groups of developers, upgrade conflicts can be handled more independently and with less effort. Country-Specific Capabilities Localization To control feature availability based on the location of the legal entity, Microsoft Dynamics AX uses the country associated with the legal entity s primary address. For example, if the address of the legal entity is in Canada, users can see and work with Canada-specific features, such as currency and laws and regulations. 9

10 Take Advantage of Cloud Technology Great technology should be futureproof, ready to thrive in the environments of the future, and to meet future needs. To ensure that Microsoft Dynamics AX will continue to be a vital and vibrant program well into the coming years, Tyler Technologies and Microsoft are committed to investing in the latest cloud technology. Microsoft Dynamics AX can be deployed as cloud-based Software as a Service (SaaS) model, leveraging Tyler Technologies private servers. With Tyler and Microsoft Dynamics AX, you can take advantage of the unique benefits of the cloud, how you want to, when you want to. Tyler has delivered the SaaS model for more than 13 years, providing infrastructure, administrative capabilities and technical support for more than 900 clients nationwide. Microsoft Gold Competencies Founded in 1966, Tyler has an impressive track record of success, which is a direct result of our credibility in the marketplace. Our reputation is built upon delivering what we promise: completing our implementations on time and on budget. As a member of the Microsoft Partner Network, Tyler has earned a total of nine competencies, including six gold competencies that demonstrate best-in-class expertise and proficiency within Microsoft s marketplace and is evidence of our deep, consistent commitment to a Microsoft business solution. Tyler s gold competency also carries the distinction of being among only one percent of Microsoft partners worldwide that have attained this degree of competency. Tyler is also a Microsoft ISV managed partner, a status awarded to less than five percent of all Microsoft partners who meet a stringent set of requirements. 10

11 Tyler Technologies Named one of America s Best Small Companies seven times Forbes Magazine On the Software 500 list six years Software Magazine Once again selected for Barron s 400 Index Audit Integrity Microsoft Dynamics AX A Leader in Gartner s ERP Magic Quadrant From 2009 to 2012, Microsoft Dynamics AX has been the sole ERP vendor to maintain a position in the Leader quadrant of the Gartner ERP Magic Quadrant Report. This placement indicates that Microsoft Dynamics AX executes well against its current vision and has a finger on the pulse of what end users will expect of an ERP provider in the future. The competitors included in the Gartner Magic Quadrant for ERP are evaluated on their ability to support the operational ERP strategy of product-centric companies with assessment criteria, including overall viability, sales execution/pricing, market responsiveness and track record, and customer experience, among others. 11

12 Insight by Tyler Technologies Everything we do is built around providing exceptional software and services to the public sector. Our core strength is our unparalleled public sector domain expertise, or what we refer to as insider s insight. Simply put, nobody gets public sector like we do. Insight by Tyler Technologies is a team of professionals dedicated to promoting, installing and supporting Microsoft Dynamics AX for public sector entities. We ve taken our expertise and Microsoft s technology platform and created a transformative ERP solution for the public sector. For more information about Microsoft Dynamics AX, please contact Tyler Technologies. On the web: info@tylertech.com Phone: Follow us: DYN-BR The Tyler logo and design mark are registered trademarks of Tyler Technologies, Inc. 2013, all rights reserved. Facebook, Twitter and LinkedIn are registered trademarks of their respective companies.