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Benefits realisation & client
success stories:
Swick Mining Services – Dynamics NAV Upgrade

Craig Keenan, Dynamics Practice Lead WA
16 October 2013
Our agenda
Upgrade overview
Drivers & key benefits
Approach options

Swick Mining Services’ story
Things to consider
The drivers
 Business advantage


Process or functionality improvement



Extend footprint

 Reduced technology risk

Benefits Realisation – Swick Mining Services / NAV Upgrade

| 3
NAV 2013 delivers
http://www.microsoft.com/dynamics/upgrade-compare/nav/default.html

Benefits Realisation – Swick Mining Services / NAV Upgrade

| 4
NAV 2013 delivers
Delivers

Feature / Function

Capability

Extended functionality – RTC, Cash Flow, Visualisations

Mobility

Web client

Collaboration

SharePoint portal framework – e.g. project site

Performance

Dimension sets, scheduled processes

Integration

Web services

Additional users?

Light user license transition

Benefits Realisation – Swick Mining Services / NAV Upgrade

| 5
NAV 2013 delivers + upgrade
Delivers

Feature / Function

Capability

Extended functionality – RTC, Cash Flow, Visualisations

Mobility

Web client

Collaboration

SharePoint portal framework

Performance

Dimension sets, scheduled processes

Integration

Web services

Additional users?

Light user license transition

Consistent & improved processes

Opportunity to review & refine processes

Move back to standard

Opportunity to review & retire customisations

Benefits Realisation – Swick Mining Services / NAV Upgrade

| 6
Upgrade approach options
Plan

Deliver
FUTURE
STATE
NAV 2013

Diagnostic
• Id improvement opportunities
• Assess object upgrade reqt.
• Cost, recommendation
CURRENT
STATE
NAV vX

Benefits Realisation – Swick Mining Services / NAV Upgrade

CHANGE GAP

Re-implement
• Perform (re)design
• Processes may be fundamentally altered
• Migrate data?
• Very old version – may cost less
• Different business model
• Data quality issues

Database Upgrade
• Upgrade current state form & function
• Migrate all data
• Realise usability benefits from new version

CURRENT
STATE
NAV 2013

| 7
Upgrade approach options
Deliver

Re-implement

Hybrid
• Retire customisations
• Value add process improvements
• Extend use of system – new functionality & users
• Integrate with other systems

Diagnostic

FUTURE
STATE
NAV 2013

CHANGE GAP

Plan

Upgrade

CURRENT
STATE
NAV vX

Benefits Realisation – Swick Mining Services / NAV Upgrade

| 8
Upgrade approach options
Deliver

Re-implement

Hybrid

Diagnostic

• Majority of processes &
functionality working well
• Desire to retain [most of]
the historic data
• Where step change is
preferred

FUTURE
STATE
NAV 2013

CHANGE GAP

Plan

Upgrade

CURRENT
STATE
NAV vX

Benefits Realisation – Swick Mining Services / NAV Upgrade

| 9
Swick Mining Services
Background






One of Australia’s largest mineral drilling contractors
ASX listed company
Aggressive growth including a push offshore
Implemented NAV v4.0 7+ years ago, 1.2m+ PLOD records
Modifications to support mining activity

 “Hybrid” upgrade approach – pure upgrade 1/3rd total effort

Benefits Realisation – Swick Mining Services / NAV Upgrade

| 10
Phill Stewart

Manager Business Systems
Things to consider
 Technical (client) vs. database upgrade?

 Microsoft support for legacy version?
 Entitled to current version?
 What is the costs & timescale?




Number of version jumps
Number/nature of existing modifications
Number of new modifications required

 What compelling benefit will you gain?
Diagnostic to id the changes to be introduced
Benefits Realisation – Swick Mining Services / NAV Upgrade

business case
| 12
Any questions?
Thank you
Email:

craig.keenan@intergen.com.au

Mobile:

(+61) 420 302 089
Dynamics Day 2013 Microsoft Dynamics NAV Customer Experience Swick Mining Upgrade

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Dynamics Day 2013 Microsoft Dynamics NAV Customer Experience Swick Mining Upgrade

  • 1. Benefits realisation & client success stories: Swick Mining Services – Dynamics NAV Upgrade Craig Keenan, Dynamics Practice Lead WA 16 October 2013
  • 2. Our agenda Upgrade overview Drivers & key benefits Approach options Swick Mining Services’ story Things to consider
  • 3. The drivers  Business advantage  Process or functionality improvement  Extend footprint  Reduced technology risk Benefits Realisation – Swick Mining Services / NAV Upgrade | 3
  • 5. NAV 2013 delivers Delivers Feature / Function Capability Extended functionality – RTC, Cash Flow, Visualisations Mobility Web client Collaboration SharePoint portal framework – e.g. project site Performance Dimension sets, scheduled processes Integration Web services Additional users? Light user license transition Benefits Realisation – Swick Mining Services / NAV Upgrade | 5
  • 6. NAV 2013 delivers + upgrade Delivers Feature / Function Capability Extended functionality – RTC, Cash Flow, Visualisations Mobility Web client Collaboration SharePoint portal framework Performance Dimension sets, scheduled processes Integration Web services Additional users? Light user license transition Consistent & improved processes Opportunity to review & refine processes Move back to standard Opportunity to review & retire customisations Benefits Realisation – Swick Mining Services / NAV Upgrade | 6
  • 7. Upgrade approach options Plan Deliver FUTURE STATE NAV 2013 Diagnostic • Id improvement opportunities • Assess object upgrade reqt. • Cost, recommendation CURRENT STATE NAV vX Benefits Realisation – Swick Mining Services / NAV Upgrade CHANGE GAP Re-implement • Perform (re)design • Processes may be fundamentally altered • Migrate data? • Very old version – may cost less • Different business model • Data quality issues Database Upgrade • Upgrade current state form & function • Migrate all data • Realise usability benefits from new version CURRENT STATE NAV 2013 | 7
  • 8. Upgrade approach options Deliver Re-implement Hybrid • Retire customisations • Value add process improvements • Extend use of system – new functionality & users • Integrate with other systems Diagnostic FUTURE STATE NAV 2013 CHANGE GAP Plan Upgrade CURRENT STATE NAV vX Benefits Realisation – Swick Mining Services / NAV Upgrade | 8
  • 9. Upgrade approach options Deliver Re-implement Hybrid Diagnostic • Majority of processes & functionality working well • Desire to retain [most of] the historic data • Where step change is preferred FUTURE STATE NAV 2013 CHANGE GAP Plan Upgrade CURRENT STATE NAV vX Benefits Realisation – Swick Mining Services / NAV Upgrade | 9
  • 10. Swick Mining Services Background      One of Australia’s largest mineral drilling contractors ASX listed company Aggressive growth including a push offshore Implemented NAV v4.0 7+ years ago, 1.2m+ PLOD records Modifications to support mining activity  “Hybrid” upgrade approach – pure upgrade 1/3rd total effort Benefits Realisation – Swick Mining Services / NAV Upgrade | 10
  • 12. Things to consider  Technical (client) vs. database upgrade?  Microsoft support for legacy version?  Entitled to current version?  What is the costs & timescale?    Number of version jumps Number/nature of existing modifications Number of new modifications required  What compelling benefit will you gain? Diagnostic to id the changes to be introduced Benefits Realisation – Swick Mining Services / NAV Upgrade business case | 12

Editor's Notes

  1. Business advantage –> not just a transfer of current state to new version.Technology risk – e.g. server update that creates compatibility issues.
  2. Opportunity to -> review how we are doing things-> as well as consider if we can move closer towards stnd functionality
  3. Diagnostic -> to id improvement opportunities (config., change operating process, customisation, automation, integration to steamline) + determine object upgrade reqt. -> cost -> make recommendation
  4. Upgrade -> Classic client retired – can’t perform technical upgradeSupport -> MSFT support for v4 ceased, mainstream (security updates, hotfixes) support for v5 ended April 2012