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© KARYA Technologies Inc.
Services For
CRM
© KARYA Technologies Inc.
Agenda
About us
What we do ?
How we do it ?
How we do it differently ?
1
© KARYA Technologies Inc.
Agenda
About us
What we do ?
How we do it ?
How we do it differently ?
2
© KARYA Technologies Inc.
About Us
3
Able Leadership Resourceful & Focused Viable & Sustainable
• Provider of High-Quality Cost Effective
Enterprise Solutions which includes
o Business Software (ERP & CRM)
o Technology Solutions
o Data Solutions
o Digital Transformation Solutions
o Software Quality Assurance
o Infrastructure Services
• Current Headcount of 583.
o 406 – RDD Center
o 177 – Dispersed globally
• Headquartered in PA,
USA with Research,
Development &
Delivery (RDD) center
in India
• Established in
2007 by Bala
Balasubramanian
Group CEO
© KARYA Technologies Inc.
History & Evolution
4
Strong Technology Foundation Functional / Business / Domain Expertise Project Management Skills
Balanced Multi-dimensional Growth
2007 2008 2009 2010 2011 2012 2014 2015
Mobile Platform
Development &
Enterprise
Mobility Services
Microsoft Dynamics
Practice
Microsoft
Technology
Solutions
.NET
Framework,
SharePoint, SQL
Server, MSBI,
BizTalk
Infrastructure
with Cloud
Enterprise
Information
Management
Open Source Technology
Web Applications
Social Media Integration
Oracle Platform
Technology Solutions
Quality Assurance
Big Data
More ERPs, CRMs
Internet of Things
CMMI
Action Plan
Technical
Expertise
Functional
Skills
Business
Analysis
Industry
Vertical SMEs
Technical
Writing
Project
Management
Infrastructure
with Cloud
© KARYA Technologies Inc.
Our Core Values
5
High Performance Service
Organization
© KARYA Technologies Inc.
Lines of Business
6
Enterprise Solutions
Business Software
(ERP & CRM)
• Salesforce
Technology Solutions
• Digital Transformation
(Web Application, Mobile Application, IoT)
• Open Source
(PLs/ Frameworks, CMS DMS, Web Servers BI)
Data Solutions
• EAI
• MDM
• Data Governance
• DW/BI
Quality Solutions
• Configuration
Management &
Orchestrations
• Cloud Testing
• Mobile Testing
• Security Assurance
• Test Automations
• Managed Testing
Services
Infrastructure
Services
• Cloud Migrations &
Virtualizations
• Hardware, OS,
Network, Storage,
Firewalls• Microsoft Dynamics
Suite (AX, NAV, GP, CRM)
• Microsoft
(SQLServer, MSBI, SharePoint, Core .NET, BizTalk)
• Microsoft BI
• Oracle E-Business
Suite
• Oracle
(Database, OBIEE, Fusion Middleware, Exadata, Web
Center)
• Oracle BI
Microsoft Platform Solutions
Oracle Platform Solutions
• DevOps
Options
• Ad-hoc support
• Managed Services
• Data Center
Management
© KARYA Technologies Inc.
Our People
KARYA Technologies
Group Chairman / Group CEO (USA)/CFO
CEO India / VP Global Services
Digital Solutions
150
Microsoft Practice
173
Dynamics
Oracle Practice
149
Microsoft Resource Pool
Data Solutions
Data Solutions
Resource Pool
DB Administrators
Data Architects/ Modelers
ETL Developers
Report Developers
Analytics Developers
DW/BI Architects
Integration Experts
MDM Specialists
Data Governance
Consultants
10
06
09
20
06
05
05
05
04
70
Digital Solution
Resource Pool
Web Application Developers
Mobile Application Developers
UI/UX Designers 10
Java 15
.NET 13
iOS 18
Android 25
Windows 15
Hybrid 40
IoT Application Developers 14
Infrastructure Including Cloud 30Quality Assurance 40 DevOps 08
Delivery Manage-
ment Group 72
Delivery Manage-
ment Resource Pool
Delivery
Managers
08
Delivery
Coordinators
18
Business Analysts 25
Industry Vertical
SMEs
14
Technical Writers 07
7
Chief Architect (CTO) Global Delivery Head HR, Admin, Finance (GM)Marketing (CMO)
NAV
Epicor
16
06
CRM 12
AX 50
GP 12
SharePoint
SQL Server & MSBI
Core .NET Developers
BizTalk
18
24
32
03
Oracle Resource Pool
Database 27
EBS 31
Fusion Middleware 21
PL/SQL 20
Core Java 24
Hyperion/Essbase 12
OBIEE 14
© KARYA Technologies Inc.
Global Footprints
8
KARYA’s Headquarters
Research Development
& Delivery Center
Global Clients
63 Clients
75% - End users
25% - ISVs & VARs
18 Countries 10 Industry Verticals
© KARYA Technologies Inc.
Some of our Esteemed Clients
9
© KARYA Technologies Inc.
Partnering With Technology Leaders
10
© KARYA Technologies Inc.
Agenda
About us
What we do ?
How we do it ?
How we do it differently ?
11
© KARYA Technologies Inc.
Our Service Offerings
12
24×7×365 Production Support
KARYA offers end-to-end services to your entire CRM Ecosystem
Advisory Solution Delivery
• Implementation/Upgrade
• Infrastructure Setup
• Installation, Configuration
• Data Migration
• Development & Integration
• Recovering Failing Projects
• Quality Assurance
• Training
• Entire CRM Ecosystem Support
• Scope: Technical & Functional
• Duration: Post Go-Live & Stable State
• Types: Level 1, Level 2, Level 3
• Environment Monitoring
• Failure Recovery
• Security/Access Support
• CRM Functionality Support
• Patches & Service Packs
• Performance Tuning (Reactive)
• Health check Assessments &
Recommendations
• Fit Gap Analysis
• Configuration, Customizations,
Localization, BI & Integration
• Advanced Technology &
Automation
• Performance & Security
• Architecture, Planning & Roadmap
• Infrastructure Plan
• Implementation/Upgrade Plan
• Failover & Disaster Recovery
CRM Application
SQL Server
SharePoint
Business Intelligence
Integrations
Add-ons
Infrastructure
CRM Ecosystem
© KARYA Technologies Inc.
Our Core Competency – Microsoft Dynamics CRM
13
Competency Dynamics AX Dynamics NAV Dynamics GP Dynamics SL Dynamics CRM
Overall
• Certified Solutions
Architects, Technical and
Functional Consultants
• Certified Solutions
Architects, Technical and
Functional Consultants
• Certified Solutions
Architects, Technical and
Functional Consultants
• Certified Solutions
Architects, Technical and
Functional Consultants
• Certified Solutions Architect,
Technical and Functional
Consultants
• Financial Management
• Human Capital Management
• Production
• Supply Chain Management
• Procurement and Sourcing
• Retail
• Project Management and
Accounting
• Sales and Marketing (CRM)
• Service Management
• Business Intelligence
Functional
• Financial Management
• Supply Chain Management
• Manufacturing
• Project Management
• Sales, Marketing, Service
• Business Intelligence
• Financials
• Human Resources
• Supply Chain
• Manufacturing
• Project Management
• Field Service
• BI & Reporting
• Financials
• Payroll
• Supply Chain
• Manufacturing
• Project Management
• Field Service
• BI & Reporting
• Sales
• Marketing
• Customer Service
• Social
• Mobile
• Online
Technical
• X++, .NET , Morphx
• MSBI SSIS, SSRS, SSAS
• Enterprise Portal
• Management Reporter
• AX Version- 3.0, 4.0, 2009,
2012 R3,AX 7, Retail POS
• C/SIDE Development
• SSIS, SSRS, SSAS
• LS Retail NAV
• NAV Version- 3.0, 4.0, 5.0,
NAV 2009 R2, 2013, 2015,
2016
• FRx
• Dexterity development, Dexterity
Report Writer, Modifier, Crystal
Reports
• Enterprise Portal
• GP Version- 7.5, 8.0, 9.0 & 10.0,
2010, 2013, 2015 R2, 2016
• VB/VBA
• Enterprise Portal
• SL Version- 7.0 (2011)
• Business Analytics
• .NET
• Version- 3.0, 4.0 ,2011,
2013, 2015, 2016
Hosting
• Azure, Private Cloud and On
premise
• Azure, Private Cloud and On
premise
• Azure, Private Cloud and On
premise
• Azure, Private Cloud and On
premise
• Azure, Private Cloud and On
premise
Integration
• Web Services, Microsoft
SharePoint, Microsoft Office,
CRM and any Third Party
software
• Web Services, Microsoft
SharePoint, Microsoft Office,
CRM and any Third Party
software
• Web Services, Microsoft
SharePoint, Microsoft Office,
CRM and any Third Party
software
• Web Services, Microsoft
SharePoint, Microsoft Office,
CRM and any Third Party
software
• Web Services, Microsoft
SharePoint, Microsoft Office,
CRM and any Third Party
software
© KARYA Technologies Inc.
Sure Step Methodology
We Enforce Methodology in all Phases
14
Mitigates Risks
Improves Consistency
& Predictability
Increase Agility
Scope, Timeline &
Quality
Assured Conformity
Comprehensive Methodology Tool, Templates & Good Practices AX, NAV, GP, CRM & SL
Sales Delivery Operations
Diagnostic Analysis Design Development Deployment Operations
Thoroughness Requirement Analysis Fit Gap Analysis
© KARYA Technologies Inc.
Microsoft Dynamics License Resale
• New Licenses
• BREP Renewals
• We help in getting new Licenses & BREP Renewals at Sizeable Discounts
• We have the legitimacy to Raise/Resolve Support Tickets with Microsoft (on your behalf)
• We help Educate/Try out/Productionalize – Periodic releases by Microsoft
• New feature packs
• Patches
• Documents
• We make Migration to/Addition of new Microsoft Dynamics products easier with our Process &
License assistance
Why KARYA for Microsoft Dynamics Licenses?
15
LICENSES/HOSTING
© KARYA Technologies Inc.
Operations, Maintenance & Support
16
Objective
• Post go-live Stabilization
• Stable State Maintenance & Support
• Proactive & Reactive
• Environment Monitoring
• Security Admin – User Role & Privileges
• Troubleshooting
• Failure Recovery
• Bug Fix related Development
• Core CRM
• Integration - .NET, Web Services, EDI
• Proactive Maintenance
• SP, Patches, Hotfix
• Performance Tuning
• Health Check & Diagnostics
• Non Production Env Mgmt
• Vendor Liaising
• Deployment
• Hardware & OS
• Network
• CRM Application
• Database
Multi-Channel Multi-Level 24×7×365
Technical Support
• Configuration & Setup
• Troubleshoot & Fix
• EU Functional Support
• How to Use it
• Comprehensive Training
• Testing Support
Functional Support
24×7×365 PRODUCTION SUPPORT
• Sales
• Marketing
• Customer Service
• Social
• Mobile
• Online
© KARYA Technologies Inc.
Implementation & Upgrade
17
Implementation Upgrade
• New Implementation/Re-Implementation
• Migration from Any/No CRM to Dynamics CRM
• Dynamics CRM On-premise & Dynamics CRM Online
• Upgrade to Latest Version CRM 2015 from any prior version
• Upgrade Customizations or Add-on solutions
• With or Without Code Optimization
Install Configure Setup Development
• Configure
• Setup
• Migrate
• Data
• Development
• Customization
• Plug-ins
• Business Intelligence
• Industry Vertical Solution
Integration
• Develop/Revalidate External & Internal Interfaces
• Upgrade Reporting & Business Intelligence
• Comprehensive SOA-based Integration Solution for Microsoft
Dynamics Enterprise
• Integrate with Other MS products like SharePoint & BizTalk
• Integrate with Mobile Devices
SOLUTION DELIVERY
© KARYA Technologies Inc.
Implementation Services - Two Phase Approach
18
Mode of engagementTask Pricing
Fit Gap Analysis
• Customization Analysis for Upgrades
• Remove, Migrate or Rebuild
• New Requirement Development
• Industry Vertical Add-on Recommendation
Scope Definition
Deliverable
Comprehensive study of existing business system
• Infrastructure & Architecture
• Setup, configuration
• Development environment
• Reporting, Data warehousing and Business
Intelligence
• All External and Internal Interfaces
• Upgrade or Re-implement
Decisions
• Detailed Approach
Document with Project Plan
• Schedule & Cost Estimates
Implementation of the Project Plan
• Execution
• Control
• Implementation & Go-Live
• Training
• 15 day Go-Live support
• Extended AMC
1st
phase
2nd
phase
Hybrid
SOLUTION DELIVERY
T&M
T&M with
Estimates
© KARYA Technologies Inc.
Development (Customizations & Enhancements)
19
• Core CRM Application
• Integration
• Reporting & BI
• Add-Ons
SOLUTION DELIVERY
First Phase Second Phase
• Solution Design
• Delivery Approach
• Estimates
• Project Plan
Testing Deployment
Develop-
ment
Requirement
Gathering
Analysis
Maintenance
© KARYA Technologies Inc.
FTP
Web Services
Messaging
ETL, EAI
• Portals
• Commerce Solutions
• Mobility
• ERP
• Quote/Order
Management Systems
• SharePoint
• Other LOB Systems…
• Customers
• Other Third Parties
20
Enterprise Integration (New & Enhancements)
SOLUTION DELIVERY
© KARYA Technologies Inc.
Microsoft Business Intelligence
21
Features
• Self-Service
• Visualization
• Mobile Devices
• Cloud Orchestrations
Flat Files
Flat Files
EPM
Business
Intelligence/
Analytics
ODS
Data Warehouse
OLAP Cube Dashboards
BI Portals
Data Sources Integration
Batch (ETL) Real-time (EAI)
Data Warehouse Reporting & Analytics
Reports, KPI Dashboards
& Score Cards
Microsoft
ESB
Objectives
• Operational Efficiency
• Sales & Marketing Effectiveness
• Financial Analytics
• Web Analytics
SOLUTION DELIVERY
© KARYA Technologies Inc.
Training Services
22
Curriculum
Structuring
Content
Sourcing &
Development
Training
Delivery
Training Need
Analysis
Assessments
Our Approach – Custom Training
• Product Functionality Focused Training
• Role based Training
• Train the Trainer
• End User Training – Business & Technology
• On-Job Training
• Product Functionality Focused Training
• Greatly Enhances Productivity
• Real time Hands-on
• Certified/Experienced Trainers
Types of Trainings Key Benefits
SOLUTION DELIVERY
© KARYA Technologies Inc.
Our Approach
Advisory Services
23
Our Current Engagements
Analyze the Situation
Identify the Problem
Shortlist Solution Options
Evaluate Options with Working
Prototypes
Recommend Best Solution
Methodology
Documentation
DetailOrientation
Justification
• Assessments & Recommendations
• Fit Gap Analysis
• Configuration, Customizations,
Localization, BI & Integration
• Advanced Technology & Automation –
Mobile Devices, Barcode, RFID &
Mobile Devices, Beacons
• Performance & Security
• Architecture, Planning & Roadmap
• Infrastructure Plan
• Implementation/Upgrade Plan
• Failover & Disaster Recovery
© KARYA Technologies Inc.
KARYA’s Industry Verticalization
24
Industries We Serve
6% 2%
21%
51%
13%
7%
Agriculture Food & Forestry
Health care
Manufacturing
Services
Supply Chain Management
Utilities
ADVISORY
© KARYA Technologies Inc.
KARYA’s Industry Verticalization (Contd…)
25
Agriculture Food & Forestry
• Dairy Products
• Food & Beverage
• Poultry
• Wood Processing Ship Building
Health Care
• Hospital
• Pharmaceuticals
Utilities
• Natural gas
• Electricity
• Telephone
• Water
Services
• Automotive
• Carpentry
• Education
• Engineering- Construction/
Electrical/Electronics
• Equipment Rental
• Financial Services
• Hotel/ Hospitality
• Information Technology
• Management Consultancy
• Packaging
• Professional Services
• Thermal Solutions
• Travel
Manufacturing
• Discrete Automotive
• Discrete Medical devices
• Process Building Materials
• Process Cement
• Process Chemicals
• Process Metal Finishing
• Process Paper
• Process Pharmaceuticals
• Process Plastics
Supply Chain Management
• Logistics/Distribution/ Transportation
• Retail
• Trading / Export/Import
• Trading Apparel
• Warehouse and Inventory Management
• Whole Sale
ADVISORY
• Metal Mining
• Oil & Gas
Mining
© KARYA Technologies Inc.
Add-ons
26
To Enhance Automation & Productivity To bring Last Mile Functionalities
Buy or Build ? Either way KARYA can help !!!
Horizontal
Professional
Services
Banking
Retail
Education
• Integrating ERP more tightly with CRM – Sales/Service Orders, Pending Invoices, Warranty
Claim.
• Integrating PSA with CRM & ERP to Streamline Billing, Reporting, & Utilization Tracking.
• Integrating CRM with Multi-channels of Customer Interactions – ATM, Web, Mobile Banking.
• Customer Portal & Loyalty Program Integration with CRM.
• Customizing CRM to Capture & Analyze Student, Employer, Alumni, Trainee Interactions
ADVISORY
© KARYA Technologies Inc.
Hosted CRM solutions (SaaS model)
• Reduces Administrative Tasks & Provides An Advanced Set Of Management Tools.
• Enhanced Customer Experience Providing Consistent Service, Accurate Issue Resolution, &
Relevant Communication.
• Improved Data Relevance By Easily Identifying Trends With Insightful Analytics & Reports.
• Streamline Business Process by Automating Business Processes & Time-consuming Tasks.
• Simplified Service Scheduling By With Automatic Assignment Of Client Interactions.
• Speedy Access to Information From One Central Location.
• Tracking Real-time Business Insight With Key Performance Factors & Real-time
Performance Reports.
• Eliminating Expenses Incurred On Managing IT Infrastructure.
• Ready-to-use, Simple Software Applications
• Quick & Resilient Disaster Recovery Management Solution
• Easy & Scalable Environment According to the Changes in Demand
27
© KARYA Technologies Inc.
Specialized Services for ISVs & VARs
28
ISVs VARs Key Benefits
• Pre-sales Support (RFP, POC,
Documentation)
• Product/Add-on Development
• Core Functionality
• BI
• Integration
• Adv. Tech features – Mobility ,
RFID, Bar Code
• White Labelled Implementation
Services
• White Labelled Product/Production
Support
• Resell
• White Labelled services
• Pre-sales Support (RFP, POC,
Documentation)
• Implementation & Upgrade
• Development
• Integration
• Business Intelligence
• Consulting & Training
• 24×7×365 Operations,
Maintenance & Production
Support
• Add-ons
• Infrastructure with Cloud
• Hosting Services
• Resources
• Scalability of Resources –
Demand Based
• Dedicated if required
• White Labelling
• Cloud & Hosting Services
• Confidentiality of IP
• Favourable Pricing
© KARYA Technologies Inc.
Mobile Enabling Dynamics CRM
Workplace Marketing
Sales Service
• Account
• Contact
• Dashboard
• Activity
• Article
• Report
• Lead
• Account
• Contact
• Campaign
• Product
• Lead
• Opportunity
• Account
• Contact
• Product
• Quote
• Sales Order
• Invoice
• Case
• Account
• Contact
• Article
• Contract
• Product
29
© KARYA Technologies Inc.
Mobile Enabling Dynamics CRM
Sample Screenshot
30
© KARYA Technologies Inc.
Mobile Enabling Dynamics CRM
Sample Screenshot
31
© KARYA Technologies Inc.
Mobile Enabling Dynamics CRM
Sample Screenshot
32
© KARYA Technologies Inc.
Our Technology
Microsoft
Mobile
33
© KARYA Technologies Inc.
Agenda
About us
What we do ?
How we do it ?
How we do it differently ?
34
© KARYA Technologies Inc.
Engagement
35
How we do it ?
Process
Documents Executed
Delivery Mechanism with Tool
Knowledge Transfer
Types of Engagement
Overall Process
Collaboration – Mode, Timings
Modes of Engagement
People & Logistics
Pricing
© KARYA Technologies Inc.
Types of Engagement
36
Types
Opted
During
Support Requests (Mostly)
Project Requests (Occasionally)
We Support you for the Hours
Purchased
You Purchase certain Monthly
hours, We agree scope and
serve you for the hours
Resource Requests
We Offer Fully Dedicated
Resources
You request certain
skillset(s). We Fulfil, & you
manage those Remote
Resources as your team
License Requests
We help Procure Licenses
Project Requests
We Undertake Projects
You can assign us end-to-
end projects
We help you purchase
Microsoft, Oracle and other
third-party licenses, Cloud
and other Hosting spaces
• System Monitoring Break
fixes & other Production
Support Activities
• Application Design &
Development
• Sys Admins, DBAs
• Developers
• QA/QC Resources
• Application Design &
Development
• Infrastructure
Implementations,
• Quality Assurance
• Microsoft Dynamics
Licenses,
• Oracle
• Dell
© KARYA Technologies Inc.
`
Overall Process
37
Document Execution & Engagement Kick-off
Sign MSA, SOW, SLA
Formal kick off meeting
Designate KARYA/Client POCs
Establish Client Connectivity
VPN & Preferred Access Tools
Setup Client in KDMS*
Knowledge Transfer
On all aspects to our senior Functional & Technical
Consultants
Engage, Execute & Deliver
Analyze, Design, Develop, Deploy, Test,
Maintain
Collaborate
Continuous Meetings, Reporting and KDMS
• High Degree of Resource Scalability
• Much Faster Resolution
• All Technical, Functional, Administration and
Industry Vertical experts under one roof
• Judicious combination of People, Processes &
Tools
Highlights of our Engagement Process
One-timeTasks
RecurringTasks
* KDMS is KARYA’s Delivery Management Portal, a SharePoint based Web Application hosted on Azure
© KARYA Technologies Inc.
Documents Executed
Default
SLA
Master Service Agreement
SOW
SLA
Mutual Signing of KARYA’s MSA with
Default SLA
Mutual signing of the first SOW along
with SLA & Engagement Kick-Off
Mutual signing of additional SOWs for
subsequent projects during the course of
time
38
© KARYA Technologies Inc.
`
`
`
Knowledge Transfer
Identify Systems Relevant to KARYA’s Scope
Gain Access to the Relevant Systems
Document Findings & Review with Client
360o Technical Analysis
360o Functional Analysis
Inventory the Client’s Enterprise System
Socialize within our Delivery/Support Team
From KARYA to ClientApproach
39
Objective
Understand
• As-Is Scenario
• Current Pain Points
Document
• To Fill Gaps
• To Educate KARYA Support Teams
Scope
• Depends on Scope of SOW
• Comprehensive or Targeted
• Core Application
• Add-ons or Legacy Systems (if any)
Method
• Use Senior Consultants & Developers
• Run Scripts, Inspect Logs
• Review
• Processes
• Documentations
• Code Base
• Conduct Client Interviews
From Client to KARYA
Project Requests
• Design Documents – Functional & Technical
• User Adoption Training & Documentation
• Best Practices Documents
Support Request
• Requests Knowledge Base – Issues & Resolutions
• Operational Statistics
• User Instructions
© KARYA Technologies Inc.
`
Delivery Mechanism with Tool
40
`
What is a Request? – One of the Four from the Client
• Project Requests (PR) Such as
• Implementation, Upgrade
• Analysis Design - FRD, FDD, TDD
• Application Development – CRM, Analytics, Integration
• System Architecture
• Tool Assessments/Selections
• Documentations
• Support Requests (SR) Such as
• 24×7×365 Operations, Maintenance & Prod Support
• Hardware, Software, Network, DB & CRM
• Failure Recovery, Break Fixa
• Security & Access related
• Infrastructure & Sys Admin Tasks
• How Stuff works
• Resource Requests (RR) Such as
• Developers - CRM, Analytics & Integration
• Project Managers & Business Analysts
• License Requests (LR) Such as
• Microsoft Products Licenses
• Oracle Products Licenses
• Third-party Products Licenses
• Hosting Services
Request Management
© KARYA Technologies Inc.
Delivery Mechanism with Tool (Contd…)
41
`
Request Pipeline
New Pipeline
Request created, categorized,
estimated & client approved
Execution Pipeline
Request gets worked on
Client UAT Pipeline
Request undergoes Client
UAT
Billing Pipeline
Request gets Invoiced
Request History
Request gets Archived
`
Advantages of using KDMS
• Strongly SLA driven
• Alerts & Workflows at Right Stages
• Works well for Project, Support Requests &
Advisory Requests
• Handles Traditional & Agile Methodologies
• Complete Visibility
• Cloud hosted & Web-based Solution
• Accessible Anytime Anywhere
• Real-time Status Updates on Requests
• Placeholder for relevant SDLC Documents
• Knowledgebase that stores/grows – Issues &
Solutions
© KARYA Technologies Inc.
Collaboration – Multi - Modal
42
Chat
• Ability to adapt to any Client Mode of Messaging
System
• Support Professional Conference Platforms like
Skype, WebEx, Go To meeting, Join me
Status Reporting
• Sharing Project Artefacts Plans, Estimates,
Strategy & Roadmaps
• Send Meeting Requests
Client System
Access/Connectivity
• Static IP
• Virtual Private Network (VPN)
• Cloud (DropBox)
• Common Source Controls (BitBucket)
Day-to-day Task/
Activity
• Adapt to the clients existing
Test Management, Bug Tracking, Task
Management Tools / Usage of Common tools
• Propose a new model after POC
• Usage of KARYA’s in-house tool (KDMS)
E-mail
Status updates
• Daily, Weekly, Monthly, Quarterly & Annual
Status Reports Sharing, Project Artefacts Plans,
Estimates, Strategy & Roadmaps
Exclusive Mail group
• Access only to Client & KARYA members
• Send Meeting Requests
Conferencing
• Ability to adapt to any Client Mode of
Conferencing
• Support Professional Conference Platforms like
Skype, WebEx, Go To meeting, Join Me
Modes of Conferencing
• Voice Conferencing
• Web Conferencing
• Video Conferencing
© KARYA Technologies Inc.
Collaboration – Timings
• Project Requests will be handled in our Business Hours with 2 to 3 hours of collaboration in client’s Business Hours.
• Support Requests will be fulfilled on 24×7×365 basis.
43
KARYAs
Standard
Business
Hours
Sydney,
Australia
Tokyo,
Japan
Indian
Standard Time
Dubai,
UAE
Frankfurt,
Germany
London,
UK
NewYork,
US
Los Angeles,
US
2:00 PM 1:00 PM 9:30 AM 8:00 AM 6:00 AM 5:00 AM 12:00 AM 9:00 PM
2:30 PM 1:30 PM 10:00 AM 8:30 AM 6:30 AM 5:30 AM 12:30 AM 9:30 PM
3:00 PM 2:00 PM 10:30 AM 9:00 AM 7:00 AM 6:00 AM 1:00 AM 10:00 PM
3:30 PM 2:30 PM 11:00 AM 9:30 AM 7:30 AM 6:30 AM 1:30 AM 10:30 PM
4:00 PM 3:00 PM 11:30 AM 10:00 AM 8:00 AM 7:00 AM 2:00 AM 11:00 PM
4:30 PM 3:30 PM 12:00 PM 10:30 AM 8:30 AM 7:30 AM 2:30 AM 11:30 PM
5:00 PM 4:00 PM 12:30 PM 11:00 AM 9:00 AM 8:00 AM 3:00 AM 12:00 AM
5:30 PM 4:30 PM 1:00 PM 11:30 AM 9:30 AM 8:30 AM 3:30 AM 12:30 AM
6:00 PM 5:00 PM 1:30 PM 12:00 PM 10:00 AM 9:00 AM 4:00 AM 1:00 AM
6:30 PM 5:30 PM 2:00 PM 12:30 PM 10:30 AM 9:30 AM 4:30 AM 1:30 AM
7:00 PM 6:00 PM 2:30 PM 1:00 PM 11:00 AM 10:00 AM 5:00 AM 2:00 AM
7:30 PM 6:30 PM 3:00 PM 1:30 PM 11:30 AM 10:30 AM 5:30 AM 2:30 AM
8:00 PM 7:00 PM 3:30 PM 2:00 PM 12:00 PM 11:00 AM 6:00 AM 3:00 AM
8:30 PM 7:30 PM 4:00 PM 2:30 PM 12:30 PM 11:30 AM 6:30 AM 3:30 AM
9:00 PM 8:00 PM 4:30 PM 3:00 PM 1:00 PM 12:00 PM 7:00 AM 4:00 AM
9:30 PM 8:30 PM 5:00 PM 3:30 PM 1:30 PM 12:30 PM 7:30 AM 4:30 AM
10:00 PM 9:00 PM 5:30 PM 4:00 PM 2:00 PM 1:00 PM 8:00 AM 5:00 AM
10:30 PM 9:30 PM 6:00 PM 4:30 PM 2:30 PM 1:30 PM 8:30 AM 5:30 AM
11:00 PM 10:00 PM 6:30 PM 5:00 PM 3:00 PM 2:00 PM 9:00 AM 6:00 AM
11:30 PM 10:30 PM 7:00 PM 5:30 PM 3:30 PM 2:30 PM 9:30 AM 6:30 AM
12:00 AM 11:00 PM 7:30 PM 6:00 PM 4:00 PM 3:00 PM 10:00 AM 7:00 AM
Timings
© KARYA Technologies Inc.
`
Modes of Engagement – People & Logistics
* Need based Travel
44
Use Cases KARYA’s Site
• 24×7×365 Operations,
Maintenance &
Production Support
• Development Projects
• Infrastructure Services
Project Manager (POC)
Resource Pool:
• Solution Architect
• Functional Consultants
• Technical Consultants
• Technical Writers
• QA/QC
Modes
Mode 1
Mode 2
Fully
Remote (to
the Client)
Client Site
• None
• Implementation Projects
• Comprehensive Industry
Vertical Add-ons
• Training
Project Manager (POC)
Resource Pool:
• Solution Architect
• Functional Consultants
• Technical Consultants
• Technical Writers
• QA/QC
Hybrid
Mode of
Engagement
• Project Manager (POC)
• Solution Architects*
• Sr. Functional
Consultants*
• Sr. Technical
Consultants*
• Industry Vertical SMEs*
Resource Location
© KARYA Technologies Inc.
Features of Our Model
45
Facilities
• State-of-the-art closed IT Facility in Country’s Premier
IT Park
• Security Surveillance & Monitoring
Network, Bandwidth & Security
• 3 Dedicated Communication Lines to USA ( Skype
Business Conferencing)
• Recovery time of 5 Minutes or less DR
• Power Backup for 3 Days
• Enterprise grade SONIC firewall SecurityHardware
• State-of-the-art Employee Laptops (i5 & i7)
• SAN storage TFS & Git Hardware
• Two Data Centers (Development Sandboxes &
dedicated production hosting)
• Dedicated network for Cisco VPN Fortinet (Global
Clients) Hardware & Software
Communication
• Secured Wi-Fi for Employees
• Lync enabled Conference Rooms with Video
Conferencing Facility
• Dedicated tunnel line for USA
• Hi-Speed lines for other regions
Resources
• Highly Experienced/Competent Resources
• Thoroughly Screened/Background Checked
• Trainings to improve productivity
• Motivation & Employee Welfare measures
© KARYA Technologies Inc.
Agenda
About us
What we do ?
How we do it ?
How we do it differently ?
46
© KARYA Technologies Inc.
Value
Efficiency (Time, Cost, Quality)
Client Focus
SLA Compliance & Professionalism
Global Delivery Model
Agile, Responsive & Communicative
Competency (Skills, Experience & Complex Problem Solvers)
CRM Solution Architects, CRM Administrators, Functional & Technical Consultants
Business Analysts, Project Managers, SMEs
47
Why KARYA Technologies?
Comprehensiveness (Depth & Breadth of Services)
Advisory, Delivery & 24x7 Production Support Services for
Architecture, Infrastructure, Application Design, Development, Integration & QA
© KARYA Technologies Inc.
Beyond Basics
48
Performance Tuning
Add-ons Micro
Vertical & Last Mile
Functionality
Productivity &
Automation
Mobility Solutions
Integration
Commerce Solutions
SharePoint
Other LOB Systems
Enhanced Business
Intelligence
© KARYA Technologies Inc. 49
© KARYA Technologies Inc. 50
© KARYA Technologies Inc.
Dynamics CRM Version Landscape
For More Information on Support Lifecycle: http://support.microsoft.com/lifecycle/search?sort=PN&alpha=dynamics+crm&Filter=FilterNO
51
`
Versions
Mainstream Support
End DateProducts Released
Extended Support
End Date
Microsoft Dynamics CRM 3.0 4/12/2011 4/12/2016
Microsoft Dynamics CRM 4.0 4/9/2013 4/10/2018
Microsoft Dynamics CRM 2011 7/12/2016 7/13/2021
Microsoft Dynamics CRM 2014 1/8/2019 1/9/2024
Microsoft Dynamics CRM 2015 1/14/2020 1/14/2025
`
Most Stable Version: Microsoft Dynamics CRM 2013
Release Date: October 2013
Recently Released Version: Microsoft Dynamics CRM 2015
Release Date: November 2014
Microsoft Dynamics CRM 2016 1/12/2021 1/13/2026
© KARYA Technologies Inc.
Dynamics CRM Version Landscape Delta
52
`
CRM 2015 (New & Enhancements)
`
CRM 2013
• Simplified navigation with the introduction
of Command bar
• Improved Flat user interface
• Auto-save Option
• Social Pane
• Portable Business Logic
• Forms with Quick Create & Quick View
capabilities
• Real-Time workflows
• E-Mail Editor with mail templates
• Campaign Management Console
• Sales & Marketing Collaboration
• Option to create “Product Families”
• Filed Level Security
• Improved Search functionality
• Improved User Experience

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Karya Technologies - Microsoft Dynamics CRM Service Provider

  • 1. © KARYA Technologies Inc. Services For CRM
  • 2. © KARYA Technologies Inc. Agenda About us What we do ? How we do it ? How we do it differently ? 1
  • 3. © KARYA Technologies Inc. Agenda About us What we do ? How we do it ? How we do it differently ? 2
  • 4. © KARYA Technologies Inc. About Us 3 Able Leadership Resourceful & Focused Viable & Sustainable • Provider of High-Quality Cost Effective Enterprise Solutions which includes o Business Software (ERP & CRM) o Technology Solutions o Data Solutions o Digital Transformation Solutions o Software Quality Assurance o Infrastructure Services • Current Headcount of 583. o 406 – RDD Center o 177 – Dispersed globally • Headquartered in PA, USA with Research, Development & Delivery (RDD) center in India • Established in 2007 by Bala Balasubramanian Group CEO
  • 5. © KARYA Technologies Inc. History & Evolution 4 Strong Technology Foundation Functional / Business / Domain Expertise Project Management Skills Balanced Multi-dimensional Growth 2007 2008 2009 2010 2011 2012 2014 2015 Mobile Platform Development & Enterprise Mobility Services Microsoft Dynamics Practice Microsoft Technology Solutions .NET Framework, SharePoint, SQL Server, MSBI, BizTalk Infrastructure with Cloud Enterprise Information Management Open Source Technology Web Applications Social Media Integration Oracle Platform Technology Solutions Quality Assurance Big Data More ERPs, CRMs Internet of Things CMMI Action Plan Technical Expertise Functional Skills Business Analysis Industry Vertical SMEs Technical Writing Project Management Infrastructure with Cloud
  • 6. © KARYA Technologies Inc. Our Core Values 5 High Performance Service Organization
  • 7. © KARYA Technologies Inc. Lines of Business 6 Enterprise Solutions Business Software (ERP & CRM) • Salesforce Technology Solutions • Digital Transformation (Web Application, Mobile Application, IoT) • Open Source (PLs/ Frameworks, CMS DMS, Web Servers BI) Data Solutions • EAI • MDM • Data Governance • DW/BI Quality Solutions • Configuration Management & Orchestrations • Cloud Testing • Mobile Testing • Security Assurance • Test Automations • Managed Testing Services Infrastructure Services • Cloud Migrations & Virtualizations • Hardware, OS, Network, Storage, Firewalls• Microsoft Dynamics Suite (AX, NAV, GP, CRM) • Microsoft (SQLServer, MSBI, SharePoint, Core .NET, BizTalk) • Microsoft BI • Oracle E-Business Suite • Oracle (Database, OBIEE, Fusion Middleware, Exadata, Web Center) • Oracle BI Microsoft Platform Solutions Oracle Platform Solutions • DevOps Options • Ad-hoc support • Managed Services • Data Center Management
  • 8. © KARYA Technologies Inc. Our People KARYA Technologies Group Chairman / Group CEO (USA)/CFO CEO India / VP Global Services Digital Solutions 150 Microsoft Practice 173 Dynamics Oracle Practice 149 Microsoft Resource Pool Data Solutions Data Solutions Resource Pool DB Administrators Data Architects/ Modelers ETL Developers Report Developers Analytics Developers DW/BI Architects Integration Experts MDM Specialists Data Governance Consultants 10 06 09 20 06 05 05 05 04 70 Digital Solution Resource Pool Web Application Developers Mobile Application Developers UI/UX Designers 10 Java 15 .NET 13 iOS 18 Android 25 Windows 15 Hybrid 40 IoT Application Developers 14 Infrastructure Including Cloud 30Quality Assurance 40 DevOps 08 Delivery Manage- ment Group 72 Delivery Manage- ment Resource Pool Delivery Managers 08 Delivery Coordinators 18 Business Analysts 25 Industry Vertical SMEs 14 Technical Writers 07 7 Chief Architect (CTO) Global Delivery Head HR, Admin, Finance (GM)Marketing (CMO) NAV Epicor 16 06 CRM 12 AX 50 GP 12 SharePoint SQL Server & MSBI Core .NET Developers BizTalk 18 24 32 03 Oracle Resource Pool Database 27 EBS 31 Fusion Middleware 21 PL/SQL 20 Core Java 24 Hyperion/Essbase 12 OBIEE 14
  • 9. © KARYA Technologies Inc. Global Footprints 8 KARYA’s Headquarters Research Development & Delivery Center Global Clients 63 Clients 75% - End users 25% - ISVs & VARs 18 Countries 10 Industry Verticals
  • 10. © KARYA Technologies Inc. Some of our Esteemed Clients 9
  • 11. © KARYA Technologies Inc. Partnering With Technology Leaders 10
  • 12. © KARYA Technologies Inc. Agenda About us What we do ? How we do it ? How we do it differently ? 11
  • 13. © KARYA Technologies Inc. Our Service Offerings 12 24×7×365 Production Support KARYA offers end-to-end services to your entire CRM Ecosystem Advisory Solution Delivery • Implementation/Upgrade • Infrastructure Setup • Installation, Configuration • Data Migration • Development & Integration • Recovering Failing Projects • Quality Assurance • Training • Entire CRM Ecosystem Support • Scope: Technical & Functional • Duration: Post Go-Live & Stable State • Types: Level 1, Level 2, Level 3 • Environment Monitoring • Failure Recovery • Security/Access Support • CRM Functionality Support • Patches & Service Packs • Performance Tuning (Reactive) • Health check Assessments & Recommendations • Fit Gap Analysis • Configuration, Customizations, Localization, BI & Integration • Advanced Technology & Automation • Performance & Security • Architecture, Planning & Roadmap • Infrastructure Plan • Implementation/Upgrade Plan • Failover & Disaster Recovery CRM Application SQL Server SharePoint Business Intelligence Integrations Add-ons Infrastructure CRM Ecosystem
  • 14. © KARYA Technologies Inc. Our Core Competency – Microsoft Dynamics CRM 13 Competency Dynamics AX Dynamics NAV Dynamics GP Dynamics SL Dynamics CRM Overall • Certified Solutions Architects, Technical and Functional Consultants • Certified Solutions Architects, Technical and Functional Consultants • Certified Solutions Architects, Technical and Functional Consultants • Certified Solutions Architects, Technical and Functional Consultants • Certified Solutions Architect, Technical and Functional Consultants • Financial Management • Human Capital Management • Production • Supply Chain Management • Procurement and Sourcing • Retail • Project Management and Accounting • Sales and Marketing (CRM) • Service Management • Business Intelligence Functional • Financial Management • Supply Chain Management • Manufacturing • Project Management • Sales, Marketing, Service • Business Intelligence • Financials • Human Resources • Supply Chain • Manufacturing • Project Management • Field Service • BI & Reporting • Financials • Payroll • Supply Chain • Manufacturing • Project Management • Field Service • BI & Reporting • Sales • Marketing • Customer Service • Social • Mobile • Online Technical • X++, .NET , Morphx • MSBI SSIS, SSRS, SSAS • Enterprise Portal • Management Reporter • AX Version- 3.0, 4.0, 2009, 2012 R3,AX 7, Retail POS • C/SIDE Development • SSIS, SSRS, SSAS • LS Retail NAV • NAV Version- 3.0, 4.0, 5.0, NAV 2009 R2, 2013, 2015, 2016 • FRx • Dexterity development, Dexterity Report Writer, Modifier, Crystal Reports • Enterprise Portal • GP Version- 7.5, 8.0, 9.0 & 10.0, 2010, 2013, 2015 R2, 2016 • VB/VBA • Enterprise Portal • SL Version- 7.0 (2011) • Business Analytics • .NET • Version- 3.0, 4.0 ,2011, 2013, 2015, 2016 Hosting • Azure, Private Cloud and On premise • Azure, Private Cloud and On premise • Azure, Private Cloud and On premise • Azure, Private Cloud and On premise • Azure, Private Cloud and On premise Integration • Web Services, Microsoft SharePoint, Microsoft Office, CRM and any Third Party software • Web Services, Microsoft SharePoint, Microsoft Office, CRM and any Third Party software • Web Services, Microsoft SharePoint, Microsoft Office, CRM and any Third Party software • Web Services, Microsoft SharePoint, Microsoft Office, CRM and any Third Party software • Web Services, Microsoft SharePoint, Microsoft Office, CRM and any Third Party software
  • 15. © KARYA Technologies Inc. Sure Step Methodology We Enforce Methodology in all Phases 14 Mitigates Risks Improves Consistency & Predictability Increase Agility Scope, Timeline & Quality Assured Conformity Comprehensive Methodology Tool, Templates & Good Practices AX, NAV, GP, CRM & SL Sales Delivery Operations Diagnostic Analysis Design Development Deployment Operations Thoroughness Requirement Analysis Fit Gap Analysis
  • 16. © KARYA Technologies Inc. Microsoft Dynamics License Resale • New Licenses • BREP Renewals • We help in getting new Licenses & BREP Renewals at Sizeable Discounts • We have the legitimacy to Raise/Resolve Support Tickets with Microsoft (on your behalf) • We help Educate/Try out/Productionalize – Periodic releases by Microsoft • New feature packs • Patches • Documents • We make Migration to/Addition of new Microsoft Dynamics products easier with our Process & License assistance Why KARYA for Microsoft Dynamics Licenses? 15 LICENSES/HOSTING
  • 17. © KARYA Technologies Inc. Operations, Maintenance & Support 16 Objective • Post go-live Stabilization • Stable State Maintenance & Support • Proactive & Reactive • Environment Monitoring • Security Admin – User Role & Privileges • Troubleshooting • Failure Recovery • Bug Fix related Development • Core CRM • Integration - .NET, Web Services, EDI • Proactive Maintenance • SP, Patches, Hotfix • Performance Tuning • Health Check & Diagnostics • Non Production Env Mgmt • Vendor Liaising • Deployment • Hardware & OS • Network • CRM Application • Database Multi-Channel Multi-Level 24×7×365 Technical Support • Configuration & Setup • Troubleshoot & Fix • EU Functional Support • How to Use it • Comprehensive Training • Testing Support Functional Support 24×7×365 PRODUCTION SUPPORT • Sales • Marketing • Customer Service • Social • Mobile • Online
  • 18. © KARYA Technologies Inc. Implementation & Upgrade 17 Implementation Upgrade • New Implementation/Re-Implementation • Migration from Any/No CRM to Dynamics CRM • Dynamics CRM On-premise & Dynamics CRM Online • Upgrade to Latest Version CRM 2015 from any prior version • Upgrade Customizations or Add-on solutions • With or Without Code Optimization Install Configure Setup Development • Configure • Setup • Migrate • Data • Development • Customization • Plug-ins • Business Intelligence • Industry Vertical Solution Integration • Develop/Revalidate External & Internal Interfaces • Upgrade Reporting & Business Intelligence • Comprehensive SOA-based Integration Solution for Microsoft Dynamics Enterprise • Integrate with Other MS products like SharePoint & BizTalk • Integrate with Mobile Devices SOLUTION DELIVERY
  • 19. © KARYA Technologies Inc. Implementation Services - Two Phase Approach 18 Mode of engagementTask Pricing Fit Gap Analysis • Customization Analysis for Upgrades • Remove, Migrate or Rebuild • New Requirement Development • Industry Vertical Add-on Recommendation Scope Definition Deliverable Comprehensive study of existing business system • Infrastructure & Architecture • Setup, configuration • Development environment • Reporting, Data warehousing and Business Intelligence • All External and Internal Interfaces • Upgrade or Re-implement Decisions • Detailed Approach Document with Project Plan • Schedule & Cost Estimates Implementation of the Project Plan • Execution • Control • Implementation & Go-Live • Training • 15 day Go-Live support • Extended AMC 1st phase 2nd phase Hybrid SOLUTION DELIVERY T&M T&M with Estimates
  • 20. © KARYA Technologies Inc. Development (Customizations & Enhancements) 19 • Core CRM Application • Integration • Reporting & BI • Add-Ons SOLUTION DELIVERY First Phase Second Phase • Solution Design • Delivery Approach • Estimates • Project Plan Testing Deployment Develop- ment Requirement Gathering Analysis Maintenance
  • 21. © KARYA Technologies Inc. FTP Web Services Messaging ETL, EAI • Portals • Commerce Solutions • Mobility • ERP • Quote/Order Management Systems • SharePoint • Other LOB Systems… • Customers • Other Third Parties 20 Enterprise Integration (New & Enhancements) SOLUTION DELIVERY
  • 22. © KARYA Technologies Inc. Microsoft Business Intelligence 21 Features • Self-Service • Visualization • Mobile Devices • Cloud Orchestrations Flat Files Flat Files EPM Business Intelligence/ Analytics ODS Data Warehouse OLAP Cube Dashboards BI Portals Data Sources Integration Batch (ETL) Real-time (EAI) Data Warehouse Reporting & Analytics Reports, KPI Dashboards & Score Cards Microsoft ESB Objectives • Operational Efficiency • Sales & Marketing Effectiveness • Financial Analytics • Web Analytics SOLUTION DELIVERY
  • 23. © KARYA Technologies Inc. Training Services 22 Curriculum Structuring Content Sourcing & Development Training Delivery Training Need Analysis Assessments Our Approach – Custom Training • Product Functionality Focused Training • Role based Training • Train the Trainer • End User Training – Business & Technology • On-Job Training • Product Functionality Focused Training • Greatly Enhances Productivity • Real time Hands-on • Certified/Experienced Trainers Types of Trainings Key Benefits SOLUTION DELIVERY
  • 24. © KARYA Technologies Inc. Our Approach Advisory Services 23 Our Current Engagements Analyze the Situation Identify the Problem Shortlist Solution Options Evaluate Options with Working Prototypes Recommend Best Solution Methodology Documentation DetailOrientation Justification • Assessments & Recommendations • Fit Gap Analysis • Configuration, Customizations, Localization, BI & Integration • Advanced Technology & Automation – Mobile Devices, Barcode, RFID & Mobile Devices, Beacons • Performance & Security • Architecture, Planning & Roadmap • Infrastructure Plan • Implementation/Upgrade Plan • Failover & Disaster Recovery
  • 25. © KARYA Technologies Inc. KARYA’s Industry Verticalization 24 Industries We Serve 6% 2% 21% 51% 13% 7% Agriculture Food & Forestry Health care Manufacturing Services Supply Chain Management Utilities ADVISORY
  • 26. © KARYA Technologies Inc. KARYA’s Industry Verticalization (Contd…) 25 Agriculture Food & Forestry • Dairy Products • Food & Beverage • Poultry • Wood Processing Ship Building Health Care • Hospital • Pharmaceuticals Utilities • Natural gas • Electricity • Telephone • Water Services • Automotive • Carpentry • Education • Engineering- Construction/ Electrical/Electronics • Equipment Rental • Financial Services • Hotel/ Hospitality • Information Technology • Management Consultancy • Packaging • Professional Services • Thermal Solutions • Travel Manufacturing • Discrete Automotive • Discrete Medical devices • Process Building Materials • Process Cement • Process Chemicals • Process Metal Finishing • Process Paper • Process Pharmaceuticals • Process Plastics Supply Chain Management • Logistics/Distribution/ Transportation • Retail • Trading / Export/Import • Trading Apparel • Warehouse and Inventory Management • Whole Sale ADVISORY • Metal Mining • Oil & Gas Mining
  • 27. © KARYA Technologies Inc. Add-ons 26 To Enhance Automation & Productivity To bring Last Mile Functionalities Buy or Build ? Either way KARYA can help !!! Horizontal Professional Services Banking Retail Education • Integrating ERP more tightly with CRM – Sales/Service Orders, Pending Invoices, Warranty Claim. • Integrating PSA with CRM & ERP to Streamline Billing, Reporting, & Utilization Tracking. • Integrating CRM with Multi-channels of Customer Interactions – ATM, Web, Mobile Banking. • Customer Portal & Loyalty Program Integration with CRM. • Customizing CRM to Capture & Analyze Student, Employer, Alumni, Trainee Interactions ADVISORY
  • 28. © KARYA Technologies Inc. Hosted CRM solutions (SaaS model) • Reduces Administrative Tasks & Provides An Advanced Set Of Management Tools. • Enhanced Customer Experience Providing Consistent Service, Accurate Issue Resolution, & Relevant Communication. • Improved Data Relevance By Easily Identifying Trends With Insightful Analytics & Reports. • Streamline Business Process by Automating Business Processes & Time-consuming Tasks. • Simplified Service Scheduling By With Automatic Assignment Of Client Interactions. • Speedy Access to Information From One Central Location. • Tracking Real-time Business Insight With Key Performance Factors & Real-time Performance Reports. • Eliminating Expenses Incurred On Managing IT Infrastructure. • Ready-to-use, Simple Software Applications • Quick & Resilient Disaster Recovery Management Solution • Easy & Scalable Environment According to the Changes in Demand 27
  • 29. © KARYA Technologies Inc. Specialized Services for ISVs & VARs 28 ISVs VARs Key Benefits • Pre-sales Support (RFP, POC, Documentation) • Product/Add-on Development • Core Functionality • BI • Integration • Adv. Tech features – Mobility , RFID, Bar Code • White Labelled Implementation Services • White Labelled Product/Production Support • Resell • White Labelled services • Pre-sales Support (RFP, POC, Documentation) • Implementation & Upgrade • Development • Integration • Business Intelligence • Consulting & Training • 24×7×365 Operations, Maintenance & Production Support • Add-ons • Infrastructure with Cloud • Hosting Services • Resources • Scalability of Resources – Demand Based • Dedicated if required • White Labelling • Cloud & Hosting Services • Confidentiality of IP • Favourable Pricing
  • 30. © KARYA Technologies Inc. Mobile Enabling Dynamics CRM Workplace Marketing Sales Service • Account • Contact • Dashboard • Activity • Article • Report • Lead • Account • Contact • Campaign • Product • Lead • Opportunity • Account • Contact • Product • Quote • Sales Order • Invoice • Case • Account • Contact • Article • Contract • Product 29
  • 31. © KARYA Technologies Inc. Mobile Enabling Dynamics CRM Sample Screenshot 30
  • 32. © KARYA Technologies Inc. Mobile Enabling Dynamics CRM Sample Screenshot 31
  • 33. © KARYA Technologies Inc. Mobile Enabling Dynamics CRM Sample Screenshot 32
  • 34. © KARYA Technologies Inc. Our Technology Microsoft Mobile 33
  • 35. © KARYA Technologies Inc. Agenda About us What we do ? How we do it ? How we do it differently ? 34
  • 36. © KARYA Technologies Inc. Engagement 35 How we do it ? Process Documents Executed Delivery Mechanism with Tool Knowledge Transfer Types of Engagement Overall Process Collaboration – Mode, Timings Modes of Engagement People & Logistics Pricing
  • 37. © KARYA Technologies Inc. Types of Engagement 36 Types Opted During Support Requests (Mostly) Project Requests (Occasionally) We Support you for the Hours Purchased You Purchase certain Monthly hours, We agree scope and serve you for the hours Resource Requests We Offer Fully Dedicated Resources You request certain skillset(s). We Fulfil, & you manage those Remote Resources as your team License Requests We help Procure Licenses Project Requests We Undertake Projects You can assign us end-to- end projects We help you purchase Microsoft, Oracle and other third-party licenses, Cloud and other Hosting spaces • System Monitoring Break fixes & other Production Support Activities • Application Design & Development • Sys Admins, DBAs • Developers • QA/QC Resources • Application Design & Development • Infrastructure Implementations, • Quality Assurance • Microsoft Dynamics Licenses, • Oracle • Dell
  • 38. © KARYA Technologies Inc. ` Overall Process 37 Document Execution & Engagement Kick-off Sign MSA, SOW, SLA Formal kick off meeting Designate KARYA/Client POCs Establish Client Connectivity VPN & Preferred Access Tools Setup Client in KDMS* Knowledge Transfer On all aspects to our senior Functional & Technical Consultants Engage, Execute & Deliver Analyze, Design, Develop, Deploy, Test, Maintain Collaborate Continuous Meetings, Reporting and KDMS • High Degree of Resource Scalability • Much Faster Resolution • All Technical, Functional, Administration and Industry Vertical experts under one roof • Judicious combination of People, Processes & Tools Highlights of our Engagement Process One-timeTasks RecurringTasks * KDMS is KARYA’s Delivery Management Portal, a SharePoint based Web Application hosted on Azure
  • 39. © KARYA Technologies Inc. Documents Executed Default SLA Master Service Agreement SOW SLA Mutual Signing of KARYA’s MSA with Default SLA Mutual signing of the first SOW along with SLA & Engagement Kick-Off Mutual signing of additional SOWs for subsequent projects during the course of time 38
  • 40. © KARYA Technologies Inc. ` ` ` Knowledge Transfer Identify Systems Relevant to KARYA’s Scope Gain Access to the Relevant Systems Document Findings & Review with Client 360o Technical Analysis 360o Functional Analysis Inventory the Client’s Enterprise System Socialize within our Delivery/Support Team From KARYA to ClientApproach 39 Objective Understand • As-Is Scenario • Current Pain Points Document • To Fill Gaps • To Educate KARYA Support Teams Scope • Depends on Scope of SOW • Comprehensive or Targeted • Core Application • Add-ons or Legacy Systems (if any) Method • Use Senior Consultants & Developers • Run Scripts, Inspect Logs • Review • Processes • Documentations • Code Base • Conduct Client Interviews From Client to KARYA Project Requests • Design Documents – Functional & Technical • User Adoption Training & Documentation • Best Practices Documents Support Request • Requests Knowledge Base – Issues & Resolutions • Operational Statistics • User Instructions
  • 41. © KARYA Technologies Inc. ` Delivery Mechanism with Tool 40 ` What is a Request? – One of the Four from the Client • Project Requests (PR) Such as • Implementation, Upgrade • Analysis Design - FRD, FDD, TDD • Application Development – CRM, Analytics, Integration • System Architecture • Tool Assessments/Selections • Documentations • Support Requests (SR) Such as • 24×7×365 Operations, Maintenance & Prod Support • Hardware, Software, Network, DB & CRM • Failure Recovery, Break Fixa • Security & Access related • Infrastructure & Sys Admin Tasks • How Stuff works • Resource Requests (RR) Such as • Developers - CRM, Analytics & Integration • Project Managers & Business Analysts • License Requests (LR) Such as • Microsoft Products Licenses • Oracle Products Licenses • Third-party Products Licenses • Hosting Services Request Management
  • 42. © KARYA Technologies Inc. Delivery Mechanism with Tool (Contd…) 41 ` Request Pipeline New Pipeline Request created, categorized, estimated & client approved Execution Pipeline Request gets worked on Client UAT Pipeline Request undergoes Client UAT Billing Pipeline Request gets Invoiced Request History Request gets Archived ` Advantages of using KDMS • Strongly SLA driven • Alerts & Workflows at Right Stages • Works well for Project, Support Requests & Advisory Requests • Handles Traditional & Agile Methodologies • Complete Visibility • Cloud hosted & Web-based Solution • Accessible Anytime Anywhere • Real-time Status Updates on Requests • Placeholder for relevant SDLC Documents • Knowledgebase that stores/grows – Issues & Solutions
  • 43. © KARYA Technologies Inc. Collaboration – Multi - Modal 42 Chat • Ability to adapt to any Client Mode of Messaging System • Support Professional Conference Platforms like Skype, WebEx, Go To meeting, Join me Status Reporting • Sharing Project Artefacts Plans, Estimates, Strategy & Roadmaps • Send Meeting Requests Client System Access/Connectivity • Static IP • Virtual Private Network (VPN) • Cloud (DropBox) • Common Source Controls (BitBucket) Day-to-day Task/ Activity • Adapt to the clients existing Test Management, Bug Tracking, Task Management Tools / Usage of Common tools • Propose a new model after POC • Usage of KARYA’s in-house tool (KDMS) E-mail Status updates • Daily, Weekly, Monthly, Quarterly & Annual Status Reports Sharing, Project Artefacts Plans, Estimates, Strategy & Roadmaps Exclusive Mail group • Access only to Client & KARYA members • Send Meeting Requests Conferencing • Ability to adapt to any Client Mode of Conferencing • Support Professional Conference Platforms like Skype, WebEx, Go To meeting, Join Me Modes of Conferencing • Voice Conferencing • Web Conferencing • Video Conferencing
  • 44. © KARYA Technologies Inc. Collaboration – Timings • Project Requests will be handled in our Business Hours with 2 to 3 hours of collaboration in client’s Business Hours. • Support Requests will be fulfilled on 24×7×365 basis. 43 KARYAs Standard Business Hours Sydney, Australia Tokyo, Japan Indian Standard Time Dubai, UAE Frankfurt, Germany London, UK NewYork, US Los Angeles, US 2:00 PM 1:00 PM 9:30 AM 8:00 AM 6:00 AM 5:00 AM 12:00 AM 9:00 PM 2:30 PM 1:30 PM 10:00 AM 8:30 AM 6:30 AM 5:30 AM 12:30 AM 9:30 PM 3:00 PM 2:00 PM 10:30 AM 9:00 AM 7:00 AM 6:00 AM 1:00 AM 10:00 PM 3:30 PM 2:30 PM 11:00 AM 9:30 AM 7:30 AM 6:30 AM 1:30 AM 10:30 PM 4:00 PM 3:00 PM 11:30 AM 10:00 AM 8:00 AM 7:00 AM 2:00 AM 11:00 PM 4:30 PM 3:30 PM 12:00 PM 10:30 AM 8:30 AM 7:30 AM 2:30 AM 11:30 PM 5:00 PM 4:00 PM 12:30 PM 11:00 AM 9:00 AM 8:00 AM 3:00 AM 12:00 AM 5:30 PM 4:30 PM 1:00 PM 11:30 AM 9:30 AM 8:30 AM 3:30 AM 12:30 AM 6:00 PM 5:00 PM 1:30 PM 12:00 PM 10:00 AM 9:00 AM 4:00 AM 1:00 AM 6:30 PM 5:30 PM 2:00 PM 12:30 PM 10:30 AM 9:30 AM 4:30 AM 1:30 AM 7:00 PM 6:00 PM 2:30 PM 1:00 PM 11:00 AM 10:00 AM 5:00 AM 2:00 AM 7:30 PM 6:30 PM 3:00 PM 1:30 PM 11:30 AM 10:30 AM 5:30 AM 2:30 AM 8:00 PM 7:00 PM 3:30 PM 2:00 PM 12:00 PM 11:00 AM 6:00 AM 3:00 AM 8:30 PM 7:30 PM 4:00 PM 2:30 PM 12:30 PM 11:30 AM 6:30 AM 3:30 AM 9:00 PM 8:00 PM 4:30 PM 3:00 PM 1:00 PM 12:00 PM 7:00 AM 4:00 AM 9:30 PM 8:30 PM 5:00 PM 3:30 PM 1:30 PM 12:30 PM 7:30 AM 4:30 AM 10:00 PM 9:00 PM 5:30 PM 4:00 PM 2:00 PM 1:00 PM 8:00 AM 5:00 AM 10:30 PM 9:30 PM 6:00 PM 4:30 PM 2:30 PM 1:30 PM 8:30 AM 5:30 AM 11:00 PM 10:00 PM 6:30 PM 5:00 PM 3:00 PM 2:00 PM 9:00 AM 6:00 AM 11:30 PM 10:30 PM 7:00 PM 5:30 PM 3:30 PM 2:30 PM 9:30 AM 6:30 AM 12:00 AM 11:00 PM 7:30 PM 6:00 PM 4:00 PM 3:00 PM 10:00 AM 7:00 AM Timings
  • 45. © KARYA Technologies Inc. ` Modes of Engagement – People & Logistics * Need based Travel 44 Use Cases KARYA’s Site • 24×7×365 Operations, Maintenance & Production Support • Development Projects • Infrastructure Services Project Manager (POC) Resource Pool: • Solution Architect • Functional Consultants • Technical Consultants • Technical Writers • QA/QC Modes Mode 1 Mode 2 Fully Remote (to the Client) Client Site • None • Implementation Projects • Comprehensive Industry Vertical Add-ons • Training Project Manager (POC) Resource Pool: • Solution Architect • Functional Consultants • Technical Consultants • Technical Writers • QA/QC Hybrid Mode of Engagement • Project Manager (POC) • Solution Architects* • Sr. Functional Consultants* • Sr. Technical Consultants* • Industry Vertical SMEs* Resource Location
  • 46. © KARYA Technologies Inc. Features of Our Model 45 Facilities • State-of-the-art closed IT Facility in Country’s Premier IT Park • Security Surveillance & Monitoring Network, Bandwidth & Security • 3 Dedicated Communication Lines to USA ( Skype Business Conferencing) • Recovery time of 5 Minutes or less DR • Power Backup for 3 Days • Enterprise grade SONIC firewall SecurityHardware • State-of-the-art Employee Laptops (i5 & i7) • SAN storage TFS & Git Hardware • Two Data Centers (Development Sandboxes & dedicated production hosting) • Dedicated network for Cisco VPN Fortinet (Global Clients) Hardware & Software Communication • Secured Wi-Fi for Employees • Lync enabled Conference Rooms with Video Conferencing Facility • Dedicated tunnel line for USA • Hi-Speed lines for other regions Resources • Highly Experienced/Competent Resources • Thoroughly Screened/Background Checked • Trainings to improve productivity • Motivation & Employee Welfare measures
  • 47. © KARYA Technologies Inc. Agenda About us What we do ? How we do it ? How we do it differently ? 46
  • 48. © KARYA Technologies Inc. Value Efficiency (Time, Cost, Quality) Client Focus SLA Compliance & Professionalism Global Delivery Model Agile, Responsive & Communicative Competency (Skills, Experience & Complex Problem Solvers) CRM Solution Architects, CRM Administrators, Functional & Technical Consultants Business Analysts, Project Managers, SMEs 47 Why KARYA Technologies? Comprehensiveness (Depth & Breadth of Services) Advisory, Delivery & 24x7 Production Support Services for Architecture, Infrastructure, Application Design, Development, Integration & QA
  • 49. © KARYA Technologies Inc. Beyond Basics 48 Performance Tuning Add-ons Micro Vertical & Last Mile Functionality Productivity & Automation Mobility Solutions Integration Commerce Solutions SharePoint Other LOB Systems Enhanced Business Intelligence
  • 52. © KARYA Technologies Inc. Dynamics CRM Version Landscape For More Information on Support Lifecycle: http://support.microsoft.com/lifecycle/search?sort=PN&alpha=dynamics+crm&Filter=FilterNO 51 ` Versions Mainstream Support End DateProducts Released Extended Support End Date Microsoft Dynamics CRM 3.0 4/12/2011 4/12/2016 Microsoft Dynamics CRM 4.0 4/9/2013 4/10/2018 Microsoft Dynamics CRM 2011 7/12/2016 7/13/2021 Microsoft Dynamics CRM 2014 1/8/2019 1/9/2024 Microsoft Dynamics CRM 2015 1/14/2020 1/14/2025 ` Most Stable Version: Microsoft Dynamics CRM 2013 Release Date: October 2013 Recently Released Version: Microsoft Dynamics CRM 2015 Release Date: November 2014 Microsoft Dynamics CRM 2016 1/12/2021 1/13/2026
  • 53. © KARYA Technologies Inc. Dynamics CRM Version Landscape Delta 52 ` CRM 2015 (New & Enhancements) ` CRM 2013 • Simplified navigation with the introduction of Command bar • Improved Flat user interface • Auto-save Option • Social Pane • Portable Business Logic • Forms with Quick Create & Quick View capabilities • Real-Time workflows • E-Mail Editor with mail templates • Campaign Management Console • Sales & Marketing Collaboration • Option to create “Product Families” • Filed Level Security • Improved Search functionality • Improved User Experience