Dynamics Day 2012: Dynamics NAV Vertical Solutions

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Microsoft relies on industry-specialised vendors to provide industry-specific solutions.

This presentation explores examples of where Intergen has partnered with these third party vendors to extend the depth of Dynamics NAV’s out-of-the-box functionality. Solutions we will look at will include ecommerce, project management, asset maintenance, document management and advanced budgeting.

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Dynamics Day 2012: Dynamics NAV Vertical Solutions

  1. 1. Dynamics NAVVertical SolutionsCraig Keenan & Ian Barker31 October 2012
  2. 2. Our Agenda Why use industry vertical solutions? Intergen’s “kit-bag” Advanced Job Management MarketPlace Asset Maintenance ZetaDocs Advanced Budgeting Others…in brief
  3. 3. Your presenters Craig Keenan Ian Barker Dynamics Practice Lead – Western Australia Consultant – Western Australia  12 years, 60+ implementations  6 years supporting, implementing, and  BA, solution lead, project manager selling NAV  Focus on businesses that sell services &  At Intergen for 1 year taking a Solution deliver projects Lead roleDynamics NAV Vertical Solutions
  4. 4. Business Challenges Vertical Client ROI & TCO Agile Collaborative Market Pull Pressure Adaptation Execution Specialisation Delivering anytime, Meeting industry-specific Ensuring minimal customisation anywhere access to data and requirements and effective upgrades toolsDynamics NAV Vertical Solutions
  5. 5. Business & Industry Challenges Vertical Client ROI & TCO Agile Collaborative Market Pull Pressure Adaptation Execution Specialisation Delivering anytime, Meeting industry-specific Ensuring minimal customization anywhere access to data and requirements and effective upgrades toolsDynamics NAV Vertical Solutions
  6. 6. Dynamics NAV Industry focus Wholesale/ Projects & Manufacturing Public Sector Retail Distribution Service Other Financial Management Reporting and Business Intelligence Supply Chain Management Sales and MarketingHuman Resources Management Interoperability and ProductivityDynamics NAV Vertical Solutions
  7. 7. Advanced Jobs Mngt. +
  8. 8. Advanced Jobs ManagementA 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 CustomersDynamics NAV Vertical Solutions
  9. 9. Pain Points CoA segment used Single budget/no % for jobs bloating the complete details GL account list preventing profitability forecasting Difficulty interpreting transactional data resulting in after the Missing functionality forcing event views manual intervention (e.g. pricing rules, dept. revenue recog., system managed approvals) Project managers bypassing the Limited support & system resulting in duplicate product development data entry, limited visibility & creating future- dependence on individuals proofing concernsDynamics NAV Vertical Solutions
  10. 10. Pain Points CoA segment used Single budget/no % for jobs bloating the complete details GL account list preventing profitability forecasting Difficulty interpreting transactional data resulting in after the Missing functionality forcing event views manual intervention (e.g. pricing rules, dept. revenue recog., system managed approvals) Project managers bypassing the Limited support & system resulting in duplicate product development data entry, limited visibility & creating future- dependence on individuals proofing concernsDynamics NAV Vertical Solutions
  11. 11. Advanced Jobs Management Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical Planning Procurement Financial Views Approvals Visualisations Advanced Jobs ManagementDynamics NAV Vertical Solutions
  12. 12. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical Planning Procurement Financial Views Approvals VisualisationsDynamics NAV Vertical Solutions
  13. 13. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical Planning Procurement Financial Views Approvals Visualisations Preferred vendor arrangements held on item cardDynamics NAV Vertical Solutions
  14. 14. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical Planning Procurement Financial Views Approvals Visualisations ProfitabilityRevenueBudget/actual costs Forecast costsSummary by cost type,drill-downPeople & machinelabour quantityOpen PO summary –not receipted, receiptedDynamics NAV Vertical Solutionsnot invoiced
  15. 15. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical Planning Procurement Financial Views Approvals VisualisationsDynamics NAV Vertical Solutions
  16. 16. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical Planning Procurement Financial Views Approvals VisualisationsDynamics NAV Vertical Solutions
  17. 17. MarketPlace
  18. 18. 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 CustomersDynamics NAV Vertical Solutions
  19. 19. MarketPlace Real-Time NAV Integrated E-Commerce Web Front NAV and Customisable B2B/B2C Mobile Friendly End The Web MarketPlaceDynamics NAV Vertical Solutions
  20. 20. Web Front NAV and Customisable B2B/B2C Mobile Friendly End The Web MarketPlaceDynamics NAV Vertical Solutions
  21. 21. Web Front NAV and Customisable B2B/B2C Mobile Friendly End The Web MarketPlaceDynamics NAV Vertical Solutions
  22. 22. Web Front NAV and Customisable B2B/B2C Mobile Friendly End The Web MarketPlaceDynamics NAV Vertical Solutions
  23. 23. Web Front NAV and Customisable B2B/B2C Mobile Friendly End The Web MarketPlaceDynamics NAV Vertical Solutions
  24. 24. Asset Maintenance
  25. 25. 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 CfMD Customers Mechanised Mining SolutionsDynamics NAV Vertical Solutions
  26. 26. Asset Maintenance Maintenance Schedules & Problem Rapid Response Detailed Data Work Requests Work Instructions Maintenance Backlog Costing And Orders And Attachments Procedures Management Asset MaintenanceDynamics NAV Vertical Solutions
  27. 27. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing And Orders And Attachments Procedures Management Asset MaintenanceDynamics NAV Vertical Solutions
  28. 28. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing And Orders And Attachments Procedures Management Asset MaintenanceDynamics NAV Vertical Solutions
  29. 29. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing And Orders And Attachments Procedures Management Asset MaintenanceDynamics NAV Vertical Solutions
  30. 30. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing And Orders And Attachments Procedures Management Asset MaintenanceDynamics NAV Vertical Solutions
  31. 31. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing And Orders And Attachments Procedures Management Asset MaintenanceDynamics NAV Vertical Solutions
  32. 32. Zetadocs DocumentPage with full Managementpicture andsome textDynamics NAV Vertical Solutions
  33. 33. Zetadocs for NAV A snapshot For Electronic Document Management Vendor Equisys Adoption 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 targetsDynamics NAV Vertical Solutions
  34. 34. Zetadocs The problem with paper NAV userDynamics NAV Vertical Solutions
  35. 35. Zetadocs The problem with paper NAV userDynamics NAV Vertical Solutions
  36. 36. Zetadocs How it works Link Email, fax SharePoint NAV NAV user MFP Zetadocs Express & Zetadocs for NAV usersDynamics NAV Vertical Solutions
  37. 37. Zetadocs Supplier Invoicing Scenario NAV SharePoint NAV userDynamics NAV Vertical Solutions
  38. 38. Advanced Budgets
  39. 39. Advanced BudgetsA 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 releaseDynamics NAV Vertical Solutions
  40. 40. Advanced Budgets Use Excel meaning duplicate data entry Licensing costs limit the & exposure to number of contributors formula error with access to the budgeting tool Roll-up reporting difficult impacting the ability to view Required calculations/ consolidated/input Pain compilation are not supported set results Points (e.g. spread methods, allocations, calculation inputs & formulas) Compromised usability & System managed accessibility inhibits workflow & approvals regular updates/ are not supported reforecasting resulting dependence on individualsDynamics NAV Vertical Solutions
  41. 41. Advanced Budgets Use Excel meaning duplicate data entry Licensing costs limit the & exposure to number of contributors formula error with access to the budgeting tool Roll-up reporting difficult impacting the ability to view Required calculations/ consolidated/input Pain relationships are not supported set results Points (e.g. spread methods, allocations, calculation inputs & formulas) Compromised usability & System managed accessibility inhibits workflow & approvals regular updates/ are not supported reforecasting resulting dependence on individualsDynamics NAV Vertical Solutions
  42. 42. Advanced Budgets Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2 Assignment Entry Calculations Integration Allocations Approvals Advanced BudgetsDynamics NAV Vertical Solutions
  43. 43. Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2 Assignment Entry Calculations Integration Allocations ApprovalsDynamics NAV Vertical Solutions
  44. 44. Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2 Assignment Entry Calculations Integration Allocations ApprovalsDynamics NAV Vertical Solutions
  45. 45. Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2 Assignment Entry Calculations Integration Allocations ApprovalsDynamics NAV Vertical Solutions
  46. 46. Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2 Assignment Entry Calculations Integration Allocations Approvals Sales budget integration Foreign currency budgets Budget consolidation Notes Budget Administrator enhancementsDynamics NAV Vertical Solutions
  47. 47. Others…in brief Document Capture Akeyto Automated data entry (OCR), purchase approval/workflow (Web) Dynamics Anywhere Dynamics Integrated mobility solution Anywhere 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 Intergen Various usability & functionality enhancements ExtensionsDynamics NAV Vertical Solutions
  48. 48. Vertical SolutionsIn a nutshell…■ Used to provide extended or niche functionality■ The use of ISV/3rd 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 groupDynamics NAV Vertical Solutions
  49. 49. Any questions?
  50. 50. Do you want toknow more?Find us in theExperience Loungeat the end of thispresentation.
  51. 51. Thank you

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