Dynamics NAV Vertical Solutions Craig Keenan & Ian Barker 31 October 2012
Our Agenda Why use industry vertical solutions? Intergen s kit-bag Advanced Job Management MarketPlace Asset Maintenance ZetaDocs Advanced Budgeting Others in brief
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
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
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
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
Advanced Jobs Mngt. +
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
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
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
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
Jobs with WBS Resource Planning Integrated Procurement Real-Time Financial Views Est. to Complete System Managed Approvals Graphical Visualisations
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
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
Jobs with WBS Resource Planning Integrated Procurement Real-Time Financial Views Est. to Complete System Managed Approvals Graphical Visualisations
Jobs with WBS Resource Planning Integrated Procurement Real-Time Financial Views Est. to Complete System Managed Approvals Graphical Visualisations
MarketPlace
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
MarketPlace Real-Time NAV Integrated E-Commerce Web Front End NAV and The Web Customisable B2B/B2C Mobile Friendly MarketPlace
Web Front End NAV and The Web Customisable B2B/B2C Mobile Friendly MarketPlace
Web Front End NAV and The Web Customisable B2B/B2C Mobile Friendly MarketPlace
Web Front End NAV and The Web Customisable B2B/B2C Mobile Friendly MarketPlace
Web Front End NAV and The Web Customisable B2B/B2C Mobile Friendly MarketPlace
Asset Maintenance
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
Asset Maintenance Maintenance Schedules & Problem Rapid Response Detailed Data Work Requests And Orders Work Instructions And Attachments Maintenance Procedures Asset Maintenance Backlog Management Costing
Detailed Data Work Requests And Orders Work Instructions And Attachments Maintenance Procedures Backlog Management Costing Asset Maintenance
Detailed Data Work Requests And Orders Work Instructions And Attachments Maintenance Procedures Backlog Management Costing Asset Maintenance
Detailed Data Work Requests And Orders Work Instructions And Attachments Maintenance Procedures Backlog Management Costing Asset Maintenance
Detailed Data Work Requests And Orders Work Instructions And Attachments Maintenance Procedures Backlog Management Costing Asset Maintenance
Detailed Data Work Requests And Orders Work Instructions And Attachments Maintenance Procedures Backlog Management Costing Asset Maintenance
Page with full picture and some text Zetadocs Document Management
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
Zetadocs The problem with paper NAV user
Zetadocs The problem with paper NAV user
Zetadocs How it works Link Email, fax SharePoint NAV NAV user MFP Zetadocs Express & Zetadocs for NAV users
Zetadocs Supplier Invoicing Scenario NAV user SharePoint NAV
Advanced Budgets
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
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
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
Advanced Budgets Contributor Assignment Budget Entry Formula/ Calculations Fixed Asset Integration Advanced Allocations System Managed Approvals Version 2 Advanced Budgets
Contributor Assignment Budget Entry Formula/ Calculations Fixed Asset Integration Advanced Allocations System Managed Approvals Version 2
Contributor Assignment Budget Entry Formula/ Calculations Fixed Asset Integration Advanced Allocations System Managed Approvals Version 2
Contributor Assignment Budget Entry Formula/ Calculations Fixed Asset Integration Advanced Allocations System Managed Approvals Version 2
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
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 & e-mailing 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
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
Any questions?
Do you want to know more? Find us in the Experience Lounge at the end of this presentation.
Thank you