Do you have an end-to-end business solution that helps you deliver projects and services? This free session explored using Microsoft Dynamics technologies helps organisations similar to yours achieve their business goals. You’ll see integration across: • Sales and Pipeline Management • Project and Financial Management • Employee Collaboration • Stakeholder Management • Executive Dashboards Microsoft Dynamics offers a fully integrated solution that can enable your business right across the organisation, from financial and customer relationship management right through to employee and stakeholder engagement. If you are an existing Dynamics NAV or Dynamics CRM user you will also get an update on the latest versions and benefits for upgrading.

1. 19 June 2013
Dynamics Briefing Event

2. Managing Sales & Delivering Projects
Dynamics end-to-end solution demonstration
Drivers for change
Introductions
Dynamics CRM update
Our agenda
Dynamics NAV update
Close

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Where can you find us?
Auckland
Wellington
Christchurch
Sydney
Seattle
Dunedin
Melbourne
Perth
Over 400 staff across Australia, NZ and the USA…

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Over 400 staff across three key teams supported by the PMO and Support functions…
Our Business
130staff 58staff 10staff68staff
Dynamics
Solutions
Portals, Content
and Collaboration
Enterprise
Applications
Intergen
Consulting
Project Management Office
Managed Services (Application Support / Helpdesk / Hosting)
Web Strategy / Interactive Design
37staff
84staff
10staff
SharePoint&EPiServer
CMS&eCommerce
DynamicsAX,NAVERP&
DynamicsCRM
Bespoke.NET,BizTalk&
IntegrationServices
TechnologyAgnostic
StrategyandConsulting

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Australian names that chose Intergen…

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WE DON’T REALLY LIKE TO BRAG, BUT…
With success comes recognition

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Closer to home
Our commitment to WA

8. Dynamics Briefing Event, 19 June 2013
Managing sales & delivering projects –
An end-to-end solution

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 Dynamics NAV specialist
 13 years solution delivery experience
 Chartered Accountant
 Studying footy
Craig Keenan
Dynamics Practice Lead – WA
 Dynamics CRM specialist
 12 years solution delivery experience
 25 years IT experience
 Frustrated musician
Basil Carbonaro
Senior Consultant
Your presenters

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Drivers for
change
No clear view of
project metrics
FMIS, CRM, project
and other
applications don’t
talk to each other
Data is
inaccurate &/or
outdated
Users bypass or
do not use the
system
Resource utilisation &
financial performance
“surprises”
Customer
satisfaction not
monitored
No clear view of
sales pipeline

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Future state
requirements
Software that is
easy to use Accurate & up-to-date
data for informed
decision making
Metric, metrics,
metrics to eliminate
surprises
Single version of
sales pipeline &
project truth
Collaboration
capabilities
Use of visuals &
other graphics
Mobile & smart
device support
Best practice
processes to aid
delivery

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e2e solution
Find Sell Deliver Manage

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CRM
BDM
Sharepoint
SalesMngr.
Sharepoint
ProjectMngr.
NAV
ProjectTeam
Sharepoint
Managing
Director
NAV
Finance
Set Sales Team
Targets
Enter & Qualify
Lead
Manage & Close
Opportunity
Monitor Sales Team
Performance
Monitor Sales
Pipeline
Initiate Project &
Assign Resources
Approve PO/
Timesheets & Post
Initiate Client
Invoicing
Raise PO & Submit
for Approval
Enter Timesheet &
Submit for Approval
Generate & Send
Client Invoices
Receive Client
Payments
Monitor Sales Team Performance Monitor Project Team Performance
Create & Manage
Proposal
Create Order
Monitor Project
Delivery
Forecast
Profitability
Manage Project/
Resources
Monitor Financial Performance

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CRM
BDM
Sharepoint
SalesMngr.
Sharepoint
ProjectMngr.
NAV
ProjectTeam
Sharepoint
Managing
Director
NAV
Finance
Set Sales Team
Targets
Enter & Qualify
Lead
Manage & Close
Opportunity
Monitor Sales Team
Performance
Monitor Sales
Pipeline
Initiate Project &
Assign Resources
Approve PO/
Timesheets & Post
Initiate Client
Invoicing
Raise PO & Submit
for Approval
Enter Timesheet &
Submit for Approval
Generate & Send
Client Invoices
Receive Client
Payments
Monitor Sales Team Performance Monitor Project Team Performance
Create & Manage
Proposal
Create Order
Monitor Project
Delivery
Forecast
Profitability
Manage Project/
Resources
Monitor Financial Performance

15. Demo

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CRM
BDM
CRM
SalesMngr.
NAV
ProjectMngr.
NAV
ProjectTeam
Sharepoint
Managing
Director
NAV
Finance
Set Sales Team
Targets
Enter & Qualify
Lead
Manage & Close
Opportunity
Monitor Sales Team
Performance
Monitor Sales
Pipeline
Initiate Project &
Assign Resources
Approve PO/
Timesheets & Post
Initiate Client
Invoicing
Raise PO & Submit
for Approval
Enter Timesheet &
Submit for Approval
Generate & Send
Client Invoices
Receive Client
Payments
Monitor Sales Team Performance Monitor Project Team Performance
Create & Manage
Proposal
Create Order
Monitor Project
Delivery
Forecast
Profitability
Manage Project/
Resources
Monitor Financial Performance

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CRM
BDM
CRM
SalesMngr.
NAV
ProjectMngr.
NAV
ProjectTeam
Sharepoint
Managing
Director
NAV
Finance
Set Sales Team
Targets
Enter & Qualify
Lead
Manage & Close
Opportunity
Monitor Sales Team
Performance
Monitor Sales
Pipeline
Initiate Project &
Assign Resources
Approve PO/
Timesheets & Post
Initiate Client
Invoicing
Raise PO & Submit
for Approval
Enter Timesheet &
Submit for Approval
Generate & Send
Client Invoices
Receive Client
Payments
Monitor Sales Team Performance Monitor Project Team Performance
Create & Manage
Proposal
Create Order
Monitor Project
Delivery
Forecast
Profitability
Manage Project/
Resources
Monitor Financial Performance

18. Demo

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CRM
BDM
CRM
SalesMngr.
NAV
ProjectMngr.
NAV
ProjectTeam
Sharepoint
Managing
Director
NAV
Finance
Set Sales Team
Targets
Enter & Qualify
Lead
Manage & Close
Opportunity
Monitor Sales Team
Performance
Monitor Sales
Pipeline
Initiate Project &
Assign Resources
Approve PO/
Timesheets & Post
Initiate Client
Invoicing
Raise PO & Submit
for Approval
Enter Timesheet &
Submit for
Approval
Generate & Send
Client Invoices
Receive Client
Payments
Monitor Sales Team Performance Monitor Project Team Performance
Create & Manage
Proposal
Create Order
Monitor Project
Delivery
Forecast
Profitability
Manage Project/
Resources
Monitor Financial Performance

20. Dynamics Briefing Event – 19 June 2013 | 20
CRM
BDM
CRM
SalesMngr.
NAV
ProjectMngr.
NAV
ProjectTeam
Sharepoint
Managing
Director
NAV
Finance
Set Sales Team
Targets
Enter & Qualify
Lead
Manage & Close
Opportunity
Monitor Sales Team
Performance
Monitor Sales
Pipeline
Initiate Project &
Assign Resources
Approve PO/
Timesheets & Post
Initiate Client
Invoicing
Raise PO & Submit
for Approval
Enter Timesheet &
Submit for
Approval
Generate & Send
Client Invoices
Receive Client
Payments
Monitor Sales Team Performance Monitor Project Team Performance
Create & Manage
Proposal
Monitor Order
Monitor Project
Delivery
Forecast
Profitability
Manage Project/
Resources
Monitor Financial Performance

21. Demo

22. What is Stakeholder
Management ?

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Stakeholder Management
supports an organisation's strategic objectives
by interpreting and influencing both the external
and internal environments and by creating
positive relationships with stakeholder
through the appropriate management of their
expectations and agreed objectives.

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People Organisations
Projects

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People Organisations
Projects
Works for
Works for
Works for

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People Organisations
Projects
Knows
Knows

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People Organisations
Projects
Is on the Board of

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People Organisations
Projects
Associated with
Associated with
Associated with
Associated with

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People Organisations
Projects
Connections

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Microsoft Dynamics CRM
supports
Stakeholder Management
using its
Connections facility.

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With the knowledge gained through
managing relationships by using the
connection facility, CRM can be used as the
application to better manage
communications with Stakeholders and
hence contribute to positive business
outcomes.

35. Dynamics Briefing Event – 19 June 2013 | 35
Closing thoughts
• The Sales Team is the initial contributor to Stakeholder
Information
• Stakeholder Management Information assists when
working new opportunities
• Project success is assisted when the entire team uses this
information to be aware of all Stakeholders & ensures that
effective communications are maintained

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Take-aways
Single source of truth
Business intelligence
Document management
Integrated sales and delivery
The solution is real

37. Any questions?

38. Dynamics Briefing Event, 19 June 2013
Dynamics NAV Update

39. NAV 2013 R2 (‘Sicily’)
Adoption
Licensing
Our agenda
Hosting
Upgrading to NAV 2013

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95,000 2m+ 434,000
Customers Users Partners Countries
Adoption

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Dynamics NAV 2013 R2 (‘Sicily’)
We can neither confirm nor deny…
 Release Q4 2013, possibly as early as October
 Emphasis on the enhancing the underlying architecture
 NAV Web client
 Integration to Office 365, incl. SharePoint
 Multitenancy
 Functionality enhancements

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• Concurrent user
• Windows/SharePoint/Web client
• Full functionality
• Concurrent user
• Windows/SharePoint/Web client
• Read + timesheet + write to 3
tables
Licensing
Perpetual Licensing Model (NAV 2013)

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Licensing
General
 Maintenance
 3 years x 14% p.a. -> 16% p.a. for renewals from 1 Sept. 2013
 Subscription license for on-premise installations
 On a named user basis

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Hosting
• Per Full or Limited User,
monthly licensing cost –
scalable, on-demand
• Intergen hosted
• Microsoft/Windows Azure
hosted, through partner

45. Dynamics Briefing Event – 19 June 2013 | 45
Upgrading to NAV 2013
Things to consider
 Is your current version supported?
 Microsoft support for v4 has ceased, mainstream support for v5 ended April 2012
 Are you entitled to upgraded software?
 What is the costs & timescale?
 Version upgrading from, number of existing modifications, number of new
modifications required
 What compelling benefit will you gain?

46. Dynamics Briefing Event – 19 June 2013 | 46
Upgrading to NAV 2013
Reasons
Feature / Function Delivers
Enhanced & extended functionality
e.g. RTC, cash flow forecasting, visualisations, Office themed
Improved usability, capability & business insight
Web client Mobility
SharePoint portal framework Collaboration, extend user base
Dimension sets, scheduled processes Improved performance
Opportunity to review & refine processes Consistent & improved processes
Opportunity to review & retire customisations Move back to standard

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Upgrading to NAV 2013
CURRENT
STATE
NAV v4
FUTURE
STATE
NAV 2013
Plan Deliver
Re-implement
• Perform key area or full (re)design
• Processes may be fundamentally altered
• Migrate data?
Application Upgrade
• Upgrade current state form & function
• Migrate all data
• Realise usability benefits from new version
• Supported by Microsoft
Diagnostic
CURRENT
STATE
NAV 2013
CHANGEGAP

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Upgrading to NAV 2013
Plan Deliver
Re-implement
UpgradeDiagnostic
Hybrid
• Review customisations – retire where new
functionality available
• Identify improvement areas – refine processes
• Extend use of system – new functionality & users
CHANGEGAP
CURRENT
STATE
NAV v4
FUTURE
STATE
NAV 2013

49. Dynamics Briefing Event – 19 June 2013 | 49
Upgrading to NAV 2013
Plan Deliver
Re-implement
UpgradeDiagnostic
Hybrid
CHANGEGAP
CURRENT
STATE
NAV v4
FUTURE
STATE
NAV 2013
• Majority of processes and
functionality is working
well
• Desire to retain most of
the historic data
• Where step change is
preferred

50. Dynamics Briefing Event – 19 June 2013 | 50
NAV 2013 – Upgrade
Swick Mining Services
 Background
 ASX listed company
 Aggressive growth
 Implemented NAV v4.0 7+ years ago, 1.2m+ PLOD records
 Modifications to support mining activity
 Hybrid approach
 Refine operating processes
 Extend functionality & user footprint
 Pure upgrade -> 1/3rd of effort

51. Any questions?

52. Email: craig.keenan@intergen.com.au
basil.carbonaro@intergen.com.au
Thank you