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Advanced Projects(tm) Brochure Oct09

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Brochure: Advanced Projects™ for Microsoft Dynamics AX is a project solution adapted to the needs of project-centric companies.

Brochure: Advanced Projects™ for Microsoft Dynamics AX is a project solution adapted to the needs of project-centric companies.


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  • 1. Advanced Projects for Microsoft Dynamics AX ™ Solution for project-centric companies ® www.softenigma.com
  • 2. So you have grown your project-centric business, survived the recession, now you are looking for ways to bring it all together and consolidate - but can’t seem to nd the right solution? - Look no further, Advanced Projects™ can help move you to the next level Advanced Projects for Microsoft Dynamics AX ™
  • 3. Product information Advanced Projects™ for Microsoft Dynamics AX is a project solution adapted to the needs of project-centric companies. It focuses on two key areas: Project sales cycle support: Advanced Projects™ is the only system that supports giving project quotes directly based on complex WBS (work break structure) projects and at the same time combines all elements from costing, detailed tasks breakdown and material requirement and resourcing - taking the availability of sta /tools/equipment into account, in one single solution. Advanced Projects™ can within minutes give their customers very precise quotes, based on project templates, even imported MS Projects, in regards to both cost and delivery. After a win, Advanced Projects™ easily transfers the quote using the attached WBS project quote template to create the rmed project in the project module. This takes out the typical painful and costly discrepancies between quotes and rmed projects. KEY BENEFITS Project Management – the holistic approach: Only Advanced Projects™ o ers a more • Optimizing the project sales cycle through WBS project assisted holistic approach to project management. To really make a di erence for project-centric quotations. companies project planning, resourcing, execution and material handling must be • Fully Integrated WBS project planning solution for the ERP (AX) platform. combined into one system. They all play vital role for the overall success of their projects. No need for separate software like Microsoft Project server. One system, better integration, lowers training cost and overall TCO. Examples of target industries are (but not limited to): • Flexible resource and capacity planning for projects, by offering three • Industrial equipment manufacturing, assembly, installation and servicing. levels of resource/capacity allocation: Finite, Capacity Leveling and Infinite. • Research and development This enables better and more accurate short-term, mid-term and long-term planning. • Engineering and construction • Support for fully automated resourcing of projects, by offering resource • Professional services (larger organizations) skill matching and having role-based project sta ng. • Project automation that offers the unique ability to “run” your projects as work ow, providing a much greater control over project execution and helps to maintain transparency. • Built-In project analytics. Earned Value, S-Curve and Critical Path analysis enables easy and frequent performance reviews of all ongoing projects. • Integration into Master Planning and Production to keep track of material and continually adjust the requirement dates or automatically managing project task constraints to optimize project WIP inventory. Advanced Projects for Microsoft Dynamics AX ™
  • 4. Project Manager, Gantt chart tab Product feature map PROJECT Project Assisted Project Delivery Budget SALES Project Status, Time chart tab Quotation Projections Forecasting MANAGEMENT MANAGEMENT MANAGEMENT Analytics Project Exception & PROJECT Project Work ow Project Event Earned Value Compacting Planning S-Curve Execution Handling Inter-Company RESOURCE Roles & Skill Capacity Calendar Advanced Resource Project Manager, Project WBS grid layout Matching Planning Management Leasing Projects ™ Project Tracking Material Constraint MATERIAL Controlled Planned Project Project Change Master Planning Orders Management Financial Project Production Master Planning Project Performance, Project EVA (earned value) and more Management Accounting Purchasing SQL Server Windows Server Windows Windows 2008 2008 XP/Vista/7 Mobile Advanced Projects for Microsoft Dynamics AX ™
  • 5. PROJECT Project Assisted Project Delivery Budget SALES Quotation Projections Forecasting MANAGEMENT MANAGEMENT MANAGEMENT Analytics Project Exception & PROJECT Project Work ow Project Event Earned Value Compacting Planning S-Curve Execution Handling RESOURCE Roles & Skill Capacity Calendar Inter-Company Advanced Resource Matching Planning Management Leasing Projects ™ Project Tracking Material Constraint MATERIAL Controlled Planned Project Project Change Master Planning Orders Management Financial Project Production Master Planning Management Accounting Purchasing SQL Server Windows Server Windows Windows 2008 2008 XP/Vista/7 Mobile Project sales Advanced Projects™ offers several tools to optimize your project sales cycle. The powerful project assisted quotation feature that is built on top of the standard AX Project quotation, greatly simplify the quotation process. It enables you to build up your quotations from a real WBS project, instead of having to piece it together line by line. You can use existing project templates, choose to import a MS Project, or create a new WBS structured project from scratch with attached items and expenses. Another bene t from using quotation projects is that you can simulate scheduling and give your customer projected delivery dates and precise budget estimates. When you have a win, Advanced Projects™ easily transfers the quote using the attached WBS project quote template to create the rmed project in the project module. All you need to do is to schedule the project (1 click). No need for time consuming setup of an entirely new project after each win. Advanced Projects for Microsoft Dynamics AX ™
  • 6. PROJECT Project Assisted Project Delivery Budget SALES Quotation Projections Forecasting MANAGEMENT MANAGEMENT MANAGEMENT Analytics Project Exception & PROJECT Project Work ow Project Event Earned Value Compacting Planning S-Curve Execution Handling RESOURCE Roles & Skill Capacity Calendar Inter-Company Advanced Resource Matching Planning Management Leasing Projects ™ Project Tracking Material Constraint MATERIAL Controlled Planned Project Project Change Master Planning Orders Management Financial Project Production Master Planning Management Accounting Purchasing SQL Server Windows Server Windows Windows 2008 2008 XP/Vista/7 Mobile Advanced Projects™ o ers sophisticated analytics tools. You can perform EVA or Project management Earned Value Analysis on your projects to judge real-world performance. Critical Path Analysis enables you to make smarter choices when running and editing projects. Advanced Projects™ o ers advanced resource and capacity planning with three Planning models, allowing you to run planning simulations in parallel and asses distinct levels of capacity planning: Infinite, Capacity Leveling and Finite. This impact of changes to resources, capacity and constraints across multiple projects at allows you to do nite planning with named resources or plan with bulk one time. (unnamed) capacity, or a mix of the two, in your projects. Project Compacting, offers you prioritized batch rescheduling of your running Project automation, offers you the unique ability to “run” your projects as projects. Simple and powerful way to incorporate planning changes in a easy, work ow. This provides greater control over project execution and helps to secure and organized way. maintain transparency as to who’s doing what and when. Users can create Advanced Projects™ also o ers all the basic project features like: WBS task work ow exception tasks on the y, to catch errors and problems, and make structured projects, project milestone management, task predecessor successor them part of the project, work ow and schedule. Advanced Projects™ collects rules, task date constraint rules, multiple assignments per task with optional unit task status and actual time from users that will automatically promote the based load, de ne task by work or duration, sub project embedment, add notes project work ows. No need for project managers to do statusing. and attachments to task, calendars management and more. Advanced Projects for Microsoft Dynamics AX ™
  • 7. PROJECT Project Assisted Project Delivery Budget SALES Quotation Projections Forecasting MANAGEMENT MANAGEMENT MANAGEMENT Analytics Project Exception & PROJECT Project Work ow Project Event Earned Value Compacting Planning S-Curve Execution Handling RESOURCE Roles & Skill Capacity Calendar Inter-Company Advanced Resource Matching Planning Management Leasing Projects ™ Project Tracking Material Constraint MATERIAL Controlled Planned Project Project Change Master Planning Orders Management Financial Project Production Master Planning Management Accounting Purchasing SQL Server Windows Server Windows Windows 2008 2008 XP/Vista/7 Mobile Resource management Di erent from other project solutions, Advanced Projects™ enables you to work This new way of managing resourcing on your projects, makes it much simpler to with named resources and bulk capacity in your project planning, even in the assign resources and manage changes. same projects. Advanced Projects™ uses an advanced skill matrix to match up resource to roles, and It o ers several tools to easily overview and manage both resources and capacity can suggest which resources would be the best t to perform a certain role. across your enterprise that can help heighten productivity and lead to better use This also enables it to auto assign the right resources to projects at the beginning or of your existing investment in people and assets. whenever the project is rescheduled, to leverage all your resources and capacity Advanced Projects™ manages resources and capacity assignments via project equally. roles which is a unique and powerful feature for this solution. Advanced Projects for Microsoft Dynamics AX ™
  • 8. PROJECT Project Assisted Project Delivery Budget SALES Quotation Projections Forecasting MANAGEMENT MANAGEMENT MANAGEMENT Analytics Project Exception & PROJECT Project Work ow Project Event Earned Value Compacting Planning S-Curve Execution Handling RESOURCE Roles & Skill Capacity Calendar Inter-Company Advanced Resource Matching Planning Management Leasing Projects ™ Project Tracking Material Constraint MATERIAL Controlled Planned Project Project Change Master Planning Orders Management Financial Project Production Master Planning Management Accounting Purchasing SQL Server Windows Server Windows Windows 2008 2008 XP/Vista/7 Mobile Material management Advanced Projects™ allows you to add items and expenses to tasks, in order to project WIP inventory. plan project material consumption and expenses, using standard Project Project views for "Late delivery", "Early delivery", "Planned orders" and "Item forecast. requirements, makes it transparent for project managers and master planners to Integrations into Master Planning and Production enables you to keep track of handle exceptions and constraints when they occur. any project generated planned, purchase and production orders, derived from Advanced Projects™ also o ers the option to automatically apply date your project tasks. constraints to project tasks in case of late delivery or other material constraints. It will continuously adjust the requirement dates to task scheduling, so Master This way you can allow unsolvable item constraints and delays to incorporated in Planning will pick up changes in item requirement and change plans to optimize to the project plans with one single click. Advanced Projects for Microsoft Dynamics AX ™
  • 9. About SoftEnigma SoftEnigma is a Gold Certified Microsoft partner that exclusively For further information please go to our web site or e-mail us at: specializes in advanced project solutions for Microsoft Dynamics AX. Our web : www.softenigma.com primary product is an Microsoft Dynamics certi ed add-on solution e-mail : sales@softenigma.com called Advanced Projects™. SoftEnigma is the industry leader in fully integrated project planning and resource management systems for Microsoft Dynamics AX. SoftEnigma are working with over 40 partners in 15 countries across ve continents. We have o ered project and resource solutions since 1990, and worked with several major brand name customers over the years. Our Goal Our declared goal is to be the leader in advanced project planning, SoftEnigma is located in Atlanta, GA, United States. project automation, and resource management for Microsoft Dynamics. “Advanced Projects” and chart logo is trademarks of SoftEnigma Inc in United States and other counties. Microsoft Dynamics is registered trademark of Microsoft Corporation in the United States and other countries. All other product names may be registered trademarks of the their respective owners. All rights reserved; no part of the publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means without the permission of the publishers. © Copyright - SoftEnigma Inc 2009 ® Advanced Projects for Microsoft Dynamics AX ™

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