Maximize your ax roi leveraging mobile apps

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A critical factor to many of the organizations today is to have access to LOB applications they rely upon in office, while away. By integrating web applications with Dynamics AX, one can create mobile …

A critical factor to many of the organizations today is to have access to LOB applications they rely upon in office, while away. By integrating web applications with Dynamics AX, one can create mobile solutions exactly tailored to their business requirements and compatible with most of the smartphones in vogue. The webinar enlightened the participants about Microsoft’s mobility solutions which are role-tailored and task-oriented and an ideal solution for field sales representatives and mobile employees who are always on the move and work in remote locations.

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  • INDUSA (http://www.indusa.com) is exhibiting at AXUG Summit 2012 from Oct 17 to 19, 2012 at Seattle, WA.

    We are a leading Dynamics AX partner company from IL, US with state-of-the-art development center in India. We offer License Optimization, Custom Development, Third Party Integration, Upgrade and Maintenance services.

    AXUG Summit is the largest independent user conference dedicated exclusively to Microsoft Dynamics AX. It features product training, User-led breakout sessions, structured networking opportunities, and an Expo Hall showcasing Microsoft Dynamics AX ISVs.

    Meet us at Booth no. 511 to learn more about AX with:

    • Enterprise Portal
    • Mobile
    • BI
    • Third Party Apps
    • Dynamics CRM
    • Management Reporter
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  • View GroupView SKUMerchandise Search
  • Customization: Developing of new functionalities within AX to meet the additional requirements that are not part of standard AX processApplication Integration: Integration of Web Application, Mobile, SharepointWebParts & other Microsoft products with AX through use of integration mechanism including AIF, Business ConnectorApplication Upgrade: Upgrade from the previous AX version to new AX version and including application, code & database upgradeAX Roadmap Definition: Properly diagnosing a customer’s particular business situation and/or pain points, help define the implementation approach by identifying high-level business requirements and proposing the overall solution. With a clear understanding of business processes stated from the start, a more accurate project approach, including cost estimates, can be developed, and may help you close the deal. Those estimates will be re-used after a successful deal closure as the basis for detailed analysis to help save project time and ensure delivery qualityLicense Optimization: Depending on the needs & nature of customer business, providing them different alternatives of licensing options & suggesting the bestImplementation: Setup & configuration of AX version based on the requirement study, fit gap analysis, design & infrastructure setup activities.Microsoft Dynamics certification achieved:Sales Accreditation (Sales Specialist)Pre-Sales Accreditation (Pre-Sales Specialist)MB5-858 Managing MicrosoftDynamics ImplementationsMB6-817: AX 2009 Trade & LogisticsMB6-818: AX 2009 FinancialsMB6-819: AX 2009 Development IntroductionMB6-820: AX 2009 Installation & Configuration
  • Thought capital, Execution Capital, and DeliverablesMethodology: Industry standard tools and processes; proven technologyKnowledge Management: MS Knowledge Repository, MD Training RepositoryMetrics Management: Quality, Effort, SchedulePeople and Skills: Skilled Resources, Documentation and trainingService Governance: Top Quality, Customer SatisfactionInfra Support: Single point contact; 24/7 support
  • Thought capital, Execution Capital, and DeliverablesMethodology: Industry standard tools and processes; proven technologyKnowledge Management: MS Knowledge Repository, MD Training RepositoryMetrics Management: Quality, Effort, SchedulePeople and Skills: Skilled Resources, Documentation and trainingService Governance: Top Quality, Customer SatisfactionInfra Support: Single point contact; 24/7 support
  • PPINSharePoint Implementation for Reputed Cosmetics CompanyClient: The client is a well-known international cosmetics and skincare company withRequirement: The client required development of packages for deployment on their SharePoint environment which comprises specific web parts and components.Solution: INDUSA undertook the SharePoint implementation tasks assigned by the client. The master group sites (home page) as well as individual work stream sites are developed to emulate the wireframe design provided by the client.  There shall be two main sites – one for Avon Comm Portal and another for Avon SMT Portal.Each work stream will be allowed to have add/remove SharePoint web parts. The work-stream administration will be handled via standard SharePoint administration/control. The search feature will be controlled by the built-in SharePoint indexing and search options.The list of the main web parts (on the home page or on the work stream main pages) is as follows:Scrolling MarqueeAnnouncementsLinksDocument LibraryCalendar/EventsDiscussionsSurveyVideo/Image GalleryList of Leaders/MembersMenu items (Quick Links)The security and access to the site will be handled by client’s system administrators, whereas the workstream administrators will manage control to the content in their individual sites. Specific business rules specified by the client will be observed too which are related to the presentation, sequence, permissions, color, font and other design attributes for various content items. Various limitations will be imposed on the document library, video gallery and survey polls as mentioned by the client.Technology: SharePoint 2007 EnterpriseSQL Server 2005 StandardWindows 2003 Server (IIS 6.0)Active Directory Forest (Corporate Authentication)

Transcript

  • 1. Maximize Your AX ROI: Leveraging Mobile Apps 08/03/11; 11:00 AM CTINDUSA Technical Corp. & Logan Consulting
  • 2. • AX Requirements Landscape• AX Mobile App Strategy• Introduction of Panel• Case Studies• Conclusion• About Us• Q&A © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 2
  • 3. Introduction of Panel
  • 4. • Andrew Hall – Logan Consulting• Dynamics AX Practice – Project Delivery Principal• Manoj Nair- INDUSA Technical Corp.• Practice Manager, Microsoft Dynamics AX © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 4
  • 5. AX Requirements Landscape
  • 6. • Situation Analysis • Increased adoption rate • Top spot in Gartner’s Magic quadrant in ERP for mid market • Business imperatives for new as well as existing instances: – Extend features/usage – Budgets: Do more with less• Trends for new initiatives • Mobile Apps • Real time integration with other apps • BI Dashboards • Add new business features (AX customizations) • AX Upgrade to AX 2012 © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 6
  • 7. © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 7
  • 8. AX Mobile App Strategy
  • 9. Desktop 10 B+ Mainframe 1 B+ Mobile Internet PC (Post PC) 100 MM+ Microcomputer 10 MM+ Mainframe 1 MM+ Units/ 1960 1970 1980 1990 2000 2010 2020 UsersSource: KPCB © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 9
  • 10. • Since 2007, the Smartphone market has grown at 37% CAGR • 60% of all midsize organizations support mobile devices • Nearly 75% support wirelessly-enabled mobile PCs • Mobile workers will average nearly 40% of their time away from the desk • 80% of organizations deploying mobile applications report it met or exceeded expectations • Mobile workers predicted to increase to account for 27.3% of workforce • More than 75% of all US businesses use at least one wireless data application • Predicted Smartphone market share in 2012Source:IDC: Mobilizing the Enterprise/ IDC “Worldwide Mobile Worker Population 2005-2009 Forecast and Analysis/ Strategy Analytics/ The Wireless NationGartner: Delivering Mobile Applications: Trends, Technologies and Options © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 10
  • 11. • Mobile Apps are the among the most sought after, even in the Enterprise segment• User Groups • Executives • Sales force Customers Employees • Service/Field personnel • Customers New intelligent products exploit contextual Transform the Process innovation, new styles of • Plant personnel moments of need Business collaborative work • Warehouse users• Several usage scenarios exist New channels to customers, mobile Grow the Role specific applications customer communities Business Light weight customer Run the Basic services such as communication mobile email and Business connectivity Business value of mobility © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 11
  • 12. Managers/ Plant Service/ FieldCustomers Sales Force Executives Personnel Personnel Order Order WorkPlace orders KPI processing picking recording Inventory Order Inventory Service Dashboards and Price tracking tracking execution Verification Customer Supplier Contract Payments Financials profiling relationship reference Customer Goods RoutesPromotions Compliance relationship receipts planning © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 12
  • 13. • Inbound Items- receipt of goods arrival with mention of site and warehouse• Outbound Items- on dispatch, select sales order and create outward• Internal movements- specify movement of items between warehouses/sites• Physical inventory adjustment- cycle count functionality helps in physical count of the stock © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 13
  • 14. • Set credit limit of customers• Define payment terms for customer• Confirm high price sales order• Confirm purchase order which doesn’t fall within business rules• Provide invoice confirmation• Confirm payment to vendors• Track inventory movement from one warehouse to another © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 14
  • 15. • Create customer records and access CRM information• Access inventory and pricing systems to enable creation of new quotes• Place and process orders in real time, complete with delivery dates• Access comprehensive customer information & track record• Scan products in stores• Provide an on-the-spot invoice or receipt• Access up-to-the-minute real-time travel directions © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 15
  • 16. • Work Order & Activity Management• Access detailed equipment information, step-by-step maintenance routines and repair procedures and ensure service is performed properly• Access warranty and service level agreements to ensure the accurate capture of billable hours and parts• Capture and transmit electronic signatures to validate proof of service and expedite billing• Scan bar codes on parts for inventory visibility• Capture images as proof of condition or proof of service, complete with a geo-stamp for proof of location• Optimum routing for service calls as well as driving directions• Provide an on-the-spot invoice or receipt, sent electronically via email © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 16
  • 17. • Prioritization criteria for better ROI • What processes need real time flow of information • Which app will lead to substantial cost savings • How to reduce cycle time • What will increase revenue • Alignment with other business goals• High impact business areas • Customer?... Sales?... © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 17
  • 18. Parameters Mobile Web Rich Mobile Apps Apps Native Multi-platformUsability Low High HighScalability High Medium MediumMaintainability Easy Medium DifficultArchitecture Flexibility High Low MediumTime to market Quick Slow SlowDevelopment cost Low Medium HighInternet connectivity Must Optional Optional © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 18
  • 19. Company Apple Google HP/Palm, Inc Microsoft RIM NokiaOS iOS Android webOS Windows Phone Blackberry OS SymbianCurrent Version 4.3 2.3.3 1.4.5 6.5.3 6.0.0 9.5 ARM, MIPS, PowerSupported CPU Architecture ARM ARM ARM ARM ARM Architecture, x86Programmed in C, C++, Objective-C C, C++, Java C C++ Java C++ Free and open Proprietary EULA Free and open source source except Eclipse PublicLicense except for open except closed source Proprietary Proprietary closed source License source components components modulesInternal Search Limited Very Limited Extensive Extensive Limited ExtensiveDesktop Sync Yes No No Yes Yes Yes Windows SymbianOfficial Application Store App Store Android Market App Catalog Marketplace for App World Horizon,Ovi Mobile storeEmail Sync protocols BES, BIS, Push e- POP3, IMAP, MAPI POP3, IMAP, MAPI POP3, IMAP, MAPI POP3, IMAP, MAPI POP3, IMAPsupported mail Read only: Microsoft Microsoft Office, Microsoft Office Microsoft Office, Microsoft OfficeText/Document Support Office, iWork, PDF, NA PDF Mobile, PDF PDF Mobile, PDF,djvu Images, TXT/RTF, VCFMultitasking Limited Yes Yes Yes Yes YesGPU Accelerated GUI Yes Yes NA No NA Yes © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 19
  • 20. Maturity of Smartphone platform: Consumer’s perspective Smartphone user’s pyramid of needs Performance of Smartphone platforms iPhone Android Blackberry Windows Symbian Apps A huge library of Apps, right from social networking, tools and games Features and Functionality Navigation, Audio, video, camera, calendar, alarm clock etc Ease of Communication SMS, MMS, Web browser, email, chat services and document viewer Design and Performance Usability, battery life, ergonomic design, touch screen, QWERTY keyboard Secure and Reliable connection Connectivity, speed, compatibility with networks and reliability Best in class Barely working Source: http://shahneil.com/2010/02/smartphone-war-part-i-smartphone-os-differentiating-factor/ © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 20
  • 21. Build BuyPay for unused None* MediumfunctionalityExtent of High MediumcustomizationVendor lock in None HighMaintainability Medium HighTime to market High Low* Preferred © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 21
  • 22. • Investments for mobile apps (indicative for 5-10 usage scenarios) • Mobile server/infra • Mobile app development • Infra/app support • More• Returns: • Tangible • Intangible: • Incremental revenue • Improved customer • Repeat business satisfaction • Improved productivity • Upper hand over • Faster inventory movement competition • Reduced sales cycle • Better reporting • Targeted promotions • Better employee utilization/ Quality of life • More • More © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 22
  • 23. Case Studies
  • 24. Organization:• Is a leading online discount art supply storeBusiness Challenge:• Losing sales to competition because sales persons were unable to place orders in real time• High overheads including unnecessary paper work, phone calls, visits, etc.Solution: Benefits:• Developed a mobile app that can • Increased productivity by 29% accept orders asynchronously • Paperless sales order entry• Sales force can update the AX orders • Increased orders by 18% • Better visibility into data • Ability to verify inventory before placing order • Better customer satisfaction © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 24
  • 25. Customer Functionality Cust ID Name Customer EmailConnected to Lookup Phone No.AX through GroupBusiness NewConnector Customer Group AX Database Create New Cust IDAfter login Sales Order Items QuantityAuthentication Price Information Item Lookup stored and fetched from Inventory - Item ID: and to AX Available Price & Stock: Availability Price Information Item Functionality © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 25
  • 26. Customer Lookup New Customer Creation Place Order © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 26
  • 27. Search © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 27
  • 28. Organization:• A leading manufacturing firmBusiness Challenge:• Need to enter service activity• Inability to track status of activities of service executives in real time• Unavailability of customer informationSolution: Benefits:• ISV product developed by INDUSA • Reduction in service time by 20%• Activity Management • Ease in service activity prioritization – Activity list based on Status & priority • Access warranty and SLAs – Activity Details • Optimum routing for service calls as – Customer Details – Creation of Service Report well as driving directions• Activity Routing & Prioritization • Service activity productivity by 20% – Optimized Google Maps • 15% Revenue increase through order – Driving Directions placement functionality• Item Search & Order Placement• Knowledge Repository © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 28
  • 29. My Activities Activity Detail Customer Details © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 29
  • 30. Knowledge Repository Customer History Similar Activities © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 30
  • 31. Driving Directions Optimum Routing © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 31
  • 32. Item ListingItem Search © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 32
  • 33. Conclusion
  • 34. • Extends basic functionality to users on the move• Multiple usage scenarios exist• Structured process is the key to success © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 34
  • 35. About Us
  • 36. Customers look forDomain knowledge in their industry √Consultative solution definition √Objective business √recommendationsObjective technology √recommendationsDeep technical expertise at reduced √TCOFree up internal resources for ‘high √value work’ by outsourcing non-core work © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 36
  • 37. • Headquartered in Chicago, IL• Offices in Chicago, Minneapolis, and London• In business since 1992 – 19 years• Microsoft Gold Certified Partner since 2003• Executed projects throughout North America and Europe• Services include: • Software Implementation & Support • Strategic Management Consulting • Strategic Technology Consulting • Project Management © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 37
  • 38. © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 38
  • 39. • A US Corporation headquartered in Chicago, IL• Global Delivery Centers in Pune & Ahmedabad, India• In business since 1989 – 22 years• Employees: ~150• 93% Microsoft Certified professionals• Microsoft Partner with 3 Gold Competencies• Microsoft NSAT (Net Customer Satisfaction) score of 96% since 2009• Certified in Microsoft Dynamics SureStep methodology• Microsoft Dynamics certified AX teams from pre-sales to deployment• SEI CMM 4; ISO 9001:2008; ISO 27001:2005 © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 39
  • 40. © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 40
  • 41. © 2011 INDUSA Technical Corp. / L.G. Consulting Inc. 41
  • 42. Thank You!Web: http://www.indusa.com Web: www.loganconsulting.comTel: 630.424.1800 Tel: 312.345.8817Email: sales@indusa.com Email: www@loganconsulting.com